| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 157.776.472 $ | +61.687.757 $ | -6,2 % | 34 | 182.463.755 $ | +64.068.345 $ | -16,5 % | 37 | 187.832.976 $ | +68.104.331 $ | +26,9 % | 33 | ||||
| Turning Point Brands, Inc. | TPB | → 0 | Neutral | 5.641.350 $ | -6.824.650 $ | -54,7 % | 1 | 12.466.000 $ | +2.580.000 $ | +26,1 % | 1 | 9.886.000 $ | -6.934.940 $ | -41,2 % | 1 |
| AMERICAN PUBLIC EDUCATION INC | APEI | → 0 | Neutral | 8.532.000 $ | +1.917.000 $ | +29,0 % | 1 | 6.615.000 $ | -3.844.550 $ | -36,8 % | 1 | 10.459.550 $ | +1.778.450 $ | +20,5 % | 1 |
| U S PHYSICAL THERAPY INC /NV | USPH | → 0 | Neutral | 9.344.500 $ | +9.344.500 $ | 1 | |||||||||
| CASELLA WASTE SYSTEMS INC | CWST | → 0 | Neutral | 5.157.100 $ | -4.147.200 $ | -44,6 % | 1 | 9.304.300 $ | +9.304.300 $ | 1 | |||||
| Super Group (SGHC) Ltd | SGHC | → 0 | Schwach | 5.975.000 $ | -3.265.000 $ | -35,3 % | 1 | 9.240.000 $ | +9.240.000 $ | 1 | |||||
| WASTE MANAGEMENT INC | WM | → 0 | Sehr stark | 9.191.600 $ | +9.191.600 $ | 1 | |||||||||
| ONTO INNOVATION INC. | ONTO | → 0 | Neutral | 6.152.100 $ | +1.416.300 $ | +29,9 % | 1 | 4.735.800 $ | -4.309.600 $ | -47,6 % | 1 | 9.045.400 $ | +6.017.500 $ | +198,7 % | 1 |
| AXON ENTERPRISE, INC. | AXON | → 0 | Schwach | 4.246.900 $ | -2.852.225 $ | -40,2 % | 1 | 7.099.125 $ | -1.871.375 $ | -20,9 % | 1 | 8.970.500 $ | -1.378.750 $ | -13,3 % | 1 |
| Celsius Holdings, Inc. | CELH | → 0 | Sehr schwach | 2.661.000 $ | -3.742.600 $ | -58,4 % | 1 | 6.403.600 $ | -2.219.900 $ | -25,7 % | 1 | 8.623.500 $ | +505.250 $ | +6,2 % | 1 |
| HUNT J B TRANSPORT SERVICES INC | JBHT | → 0 | Sehr stark | 8.476.000 $ | +8.476.000 $ | 1 | |||||||||
| OLD DOMINION FREIGHT LINE, INC. | ODFL | → 0 | Stark | 7.816.000 $ | +7.816.000 $ | 1 | |||||||||
| FEDERAL SIGNAL CORP /DE/ | FSS | → 0 | Neutral | 5.407.000 $ | -2.194.300 $ | -28,9 % | 1 | 7.601.300 $ | +1.056.850 $ | +16,1 % | 1 | 6.544.450 $ | -1.969.150 $ | -23,1 % | 1 |
| FAIR ISAAC CORP | FICO | → 0 | Schwach | 6.762.480 $ | -720.170 $ | -9,6 % | 1 | 7.482.650 $ | +7.482.650 $ | 1 | |||||
| VEEVA SYSTEMS INC | VEEV | → 0 | Neutral | 7.447.750 $ | +1.688.150 $ | +29,3 % | 1 | ||||||||
| CARLISLE COMPANIES INC | CSL | → 0 | Stark | 3.336.200 $ | -3.061.000 $ | -47,8 % | 1 | 6.397.200 $ | +6.397.200 $ | 1 | |||||
| Permian Resources Corp | PR | → 0 | Neutral | 6.396.000 $ | +6.396.000 $ | 1 | |||||||||
| NEWMONT Corp /DE/ | NEM | → 0 | Stark | 3.247.500 $ | -1.745.000 $ | -35,0 % | 1 | 4.992.500 $ | -1.330.750 $ | -21,0 % | 1 | 6.323.250 $ | +497.250 $ | +8,5 % | 1 |
| CALIX, INC | CALX | → 0 | Neutral | 6.086.950 $ | +6.086.950 $ | 1 | |||||||||
| VEECO INSTRUMENTS INC | VECO | → 0 | Neutral | 6.086.000 $ | +2.631.600 $ | +76,2 % | 1 | ||||||||
| ACV Auctions Inc. | ACVA | → 0 | Neutral | 6.015.000 $ | +6.015.000 $ | 1 | |||||||||
| MONOLITHIC POWER SYSTEMS, INC. | MPWR | → 0 | Neutral | 4.373.400 $ | +747.960 $ | +20,6 % | 1 | 3.625.440 $ | -2.358.720 $ | -39,4 % | 1 | 5.984.160 $ | -2.061.020 $ | -25,6 % | 1 |
| Boot Barn Holdings, Inc. | BOOT | → 0 | Schwach | 2.927.200 $ | -602.200 $ | -17,1 % | 1 | 3.529.400 $ | -2.270.800 $ | -39,2 % | 1 | 5.800.200 $ | +2.000.200 $ | +52,6 % | 1 |
| Guidewire Software, Inc. | GWRE | → 0 | Stark | 5.746.500 $ | +1.037.500 $ | +22,0 % | 1 | ||||||||
| COHU INC | COHU | → 0 | Neutral | 5.664.700 $ | +1.010.700 $ | +21,7 % | 1 | 4.654.000 $ | +4.654.000 $ | 1 | |||||
| Dave Inc./DE | DAVE | → 0 | Neutral | 5.535.250 $ | +5.535.250 $ | 1 | |||||||||
| COMFORT SYSTEMS USA INC | FIX | → 0 | Stark | 5.515.960 $ | +849.510 $ | +18,2 % | 1 | 4.666.450 $ | +540.550 $ | +13,1 % | 1 | 4.125.900 $ | +104.325 $ | +2,6 % | 1 |
| LiveRamp Holdings, Inc. | RAMP | → 0 | Neutral | 3.964.950 $ | -1.463.050 $ | -27,0 % | 1 | 5.428.000 $ | +5.428.000 $ | 1 | |||||
| RxSight, Inc. | RXST | → 0 | Schwach | 4.988.821 $ | +3.363.821 $ | +207,0 % | 1 | ||||||||
| ADVANCED ENERGY INDUSTRIES INC | AEIS | → 0 | Neutral | 4.840.650 $ | +1.700.100 $ | +54,1 % | 1 | 3.140.550 $ | +3.140.550 $ | 1 | |||||
| TRANSCAT INC | TRNS | → 0 | Neutral | 3.403.800 $ | -1.354.200 $ | -28,5 % | 1 | 4.758.000 $ | +1.749.400 $ | +58,1 % | 1 | ||||
| STERLING INFRASTRUCTURE, INC. | STRL | → 0 | Neutral | 4.755.520 $ | -2.166.380 $ | -31,3 % | 1 | ||||||||
| Coeur Mining, Inc. | CDE | → 0 | Neutral | 4.690.000 $ | +260.000 $ | +5,9 % | 1 | ||||||||
| Ultra Clean Holdings, Inc. | UCTT | → 0 | Neutral | 4.663.500 $ | +1.243.950 $ | +36,4 % | 1 | 3.419.550 $ | +3.419.550 $ | 1 | |||||
| ICHOR HOLDINGS, LTD. | ICHR | → 0 | Stark | 4.661.000 $ | +4.661.000 $ | 1 | |||||||||
| MARTEN TRANSPORT LTD | MRTN | → 0 | Stark | 4.595.500 $ | +4.595.500 $ | 1 | |||||||||
| UNIVERSAL TECHNICAL INSTITUTE INC | UTI | → 0 | Stark | 4.572.750 $ | +4.572.750 $ | 1 | |||||||||
| LINCOLN EDUCATIONAL SERVICES CORP | LINC | → 0 | Neutral | 4.467.750 $ | +4.467.750 $ | 1 | |||||||||
| CAVCO INDUSTRIES, INC. | CVCO | → 0 | Stark | 4.355.475 $ | +4.355.475 $ | 1 | |||||||||
| Dine Brands Global, Inc. | DIN | → 0 | Neutral | 4.338.900 $ | +4.338.900 $ | 1 | |||||||||
| NAPCO SECURITY TECHNOLOGIES, INC | NSSC | → 0 | Stark | 4.170.000 $ | -125.000 $ | -2,9 % | 1 | 4.295.000 $ | +4.295.000 $ | 1 | |||||
| KADANT INC | KAI | → 0 | Stark | 4.275.300 $ | +4.275.300 $ | 1 | |||||||||
| MODINE MANUFACTURING CO | MOD | → 0 | Neutral | 4.264.800 $ | +4.264.800 $ | 1 | |||||||||
| Noble Corp plc | NE | → 0 | Neutral | 4.236.000 $ | +4.236.000 $ | 1 | |||||||||
| MYR GROUP INC. | MYRG | → 0 | Stark | 4.234.800 $ | +4.234.800 $ | 1 | |||||||||
| BARRETT BUSINESS SERVICES INC | BBSI | → 0 | Neutral | 2.715.750 $ | -1.494.650 $ | -35,5 % | 1 | 4.210.400 $ | +41.400 $ | +1,0 % | 1 | ||||
| QUANTA SERVICES, INC. | PWR | → 0 | Sehr stark | 3.587.510 $ | -556.690 $ | -13,4 % | 1 | 4.144.200 $ | -1.527.000 $ | -26,9 % | 1 | ||||
| Knife River Corp | KNF | → 0 | Stark | 4.082.500 $ | +565.000 $ | +16,1 % | 1 | 3.517.500 $ | +3.517.500 $ | 1 | |||||
| ON SEMICONDUCTOR CORP | ON | → 0 | Neutral | 4.061.250 $ | +4.061.250 $ | 1 | |||||||||
| ESTABLISHMENT LABS HOLDINGS INC. | ESTA | → 0 | Schwach | 4.008.400 $ | +934.150 $ | +30,4 % | 1 | 3.074.250 $ | +298.100 $ | +10,7 % | 1 | ||||
| KULICKE & SOFFA INDUSTRIES INC | KLIC | → 0 | Stark | 3.943.200 $ | +3.943.200 $ | 1 | |||||||||
| Knight-Swift Transportation Holdings Inc. | KNX | → 0 | Neutral | 3.742.700 $ | -178.300 $ | -4,5 % | 1 | 3.921.000 $ | +3.921.000 $ | 1 | |||||
| XPO, Inc. | XPO | → 0 | Neutral | 3.891.000 $ | +3.891.000 $ | 1 | |||||||||
| CECO ENVIRONMENTAL CORP | CECO | → 0 | Neutral | 3.872.700 $ | +3.872.700 $ | 1 | |||||||||
| Green Brick Partners, Inc. | GRBK | → 0 | Neutral | 3.693.000 $ | +3.693.000 $ | 1 | |||||||||
| COVENANT LOGISTICS GROUP, INC. | CVLG | → 0 | Neutral | 3.665.250 $ | +3.665.250 $ | 1 | |||||||||
| POWELL INDUSTRIES INC | POWL | → 0 | Neutral | 3.517.020 $ | +3.517.020 $ | 1 | |||||||||
| Zuckerman Investment Group, LLC | → 0 | 3.398.500 $ | +3.398.500 $ | 1 | |||||||||||
| BENCHMARK ELECTRONICS INC | BHE | → 0 | Neutral | 3.363.600 $ | +3.363.600 $ | 1 | |||||||||
| METHODE ELECTRONICS INC | MEI | → 0 | Neutral | 3.320.000 $ | +3.320.000 $ | 1 | |||||||||
| LATTICE SEMICONDUCTOR CORP | LSCC | → 0 | Schwach | 3.299.400 $ | +3.299.400 $ | 1 | |||||||||
| Shoals Technologies Group, Inc. | SHLS | → 0 | Sehr schwach | 3.290.000 $ | +3.290.000 $ | 1 | |||||||||
| EMCOR Group, Inc. | EME | → 0 | Neutral | 3.247.700 $ | +3.247.700 $ | 1 | |||||||||
| CACI INTERNATIONAL INC /DE/ | CACI | → 0 | Schwach | 2.991.285 $ | +2.991.285 $ | 1 | |||||||||
| Lovesac Co | LOVE | → 0 | Neutral | 2.950.000 $ | +2.950.000 $ | 1 | |||||||||
| New Gold Inc. /FI | NGD | → 0 | 2.872.000 $ | +2.872.000 $ | 1 | ||||||||||
| Almonty Industries Inc. | ALM | → 0 | Sehr schwach | 2.412.000 $ | +2.412.000 $ | 1 | |||||||||
| Stride, Inc. | LRN | → 0 | Stark | 2.234.100 $ | +2.234.100 $ | 1 | |||||||||
| Proficient Auto Logistics, Inc | PAL | → 0 | Neutral | 1.928.000 $ | +1.928.000 $ | 1 | |||||||||
| Diamondback Energy, Inc. | FANG | → 0 | Sehr stark | 281.257 $ | +281.257 $ | 1 | |||||||||
| 157.776.472 $ | +61.687.757 $ | -6,2 % | 34 | 182.463.755 $ | +64.068.345 $ | -16,5 % | 37 | 187.832.976 $ | +68.104.331 $ | +26,9 % | 33 | ||||