| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 409.159.506 $ | +89.445.306 $ | +46,2 % | 10 | 202.657.516 $ | +43.961.202 $ | +29,9 % | 5 | 184.164.088 $ | -7.020.526 $ | -0,9 % | 5 | 199.009.793 $ | +11.265.428 $ | +10,1 % | 5 | ||||
| ROGERS CORP | ROG | → 0 | Neutral | 51.388.172 $ | +36.623.965 $ | +248,1 % | 1 | ||||||||||||
| REGAL REXNORD CORP | RRX | → 0 | Neutral | 50.920.441 $ | +9.782.079 $ | +23,8 % | 1 | 41.138.362 $ | +8.504.678 $ | +26,1 % | 1 | 32.633.684 $ | +6.755.515 $ | +26,1 % | 1 | ||||
| VIAVI SOLUTIONS INC. | VIAV | → 0 | Schwach | 48.457.942 $ | +1.058.170 $ | +2,2 % | 1 | 47.399.772 $ | +18.797.068 $ | +65,7 % | 1 | ||||||||
| Lumentum Holdings Inc. | LITE | → 0 | Neutral | 42.121.879 $ | -6.059.309 $ | -12,6 % | 1 | 48.181.188 $ | -910.748 $ | -1,9 % | 1 | ||||||||
| Encompass Health Corp | EHC | → 0 | Stark | 33.081.132 $ | +467.579 $ | +1,4 % | 1 | 32.613.553 $ | -2.834.952 $ | -8,0 % | 1 | 35.448.505 $ | -7.958.533 $ | -18,3 % | 1 | 43.407.038 $ | +349.097 $ | +0,8 % | 1 |
| Permian Resources Corp | PR | → 0 | Sehr stark | 34.515.486 $ | -6.661.593 $ | -16,2 % | 1 | 41.177.079 $ | +13.159.089 $ | +47,0 % | 1 | ||||||||
| CLEAN HARBORS INC | CLH | → 0 | Neutral | 40.500.357 $ | +171.607 $ | +0,4 % | 1 | 40.328.750 $ | +6.335.319 $ | +18,6 % | 1 | 33.993.431 $ | -657.901 $ | -1,9 % | 1 | 34.651.332 $ | -840.826 $ | -2,4 % | 1 |
| FIRST HORIZON CORP | FHN | → 0 | Stark | 39.966.589 $ | +899.702 $ | +2,3 % | 1 | 39.066.887 $ | +1.417.745 $ | +3,8 % | 1 | ||||||||
| Enpro Inc. | NPO | → 0 | Neutral | 39.811.347 $ | +12.897.553 $ | +47,9 % | 1 | ||||||||||||
| COHU INC | COHU | → 0 | Neutral | 39.062.839 $ | +19.278.247 $ | +97,4 % | 1 | ||||||||||||
| STANDEX INTERNATIONAL CORP/DE/ | SXI | → 0 | Neutral | 37.492.042 $ | +10.338.493 $ | +38,1 % | 1 | ||||||||||||
| HEXCEL CORP /DE/ | HXL | → 0 | Neutral | 33.929.748 $ | +5.489.206 $ | +19,3 % | 1 | ||||||||||||
| NEWMARK GROUP, INC. | NMRK | → 0 | Stark | 33.703.348 $ | +11.250.160 $ | +50,1 % | 1 | ||||||||||||
| 409.159.506 $ | +89.445.306 $ | +46,2 % | 10 | 202.657.516 $ | +43.961.202 $ | +29,9 % | 5 | 184.164.088 $ | -7.020.526 $ | -0,9 % | 5 | 199.009.793 $ | +11.265.428 $ | +10,1 % | 5 | ||||