| 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 | ||||
| 476.015.821 $ | -29.214.026 $ | -1,7 % | 8 | 467.703.264 $ | +96.233.922 $ | +33,4 % | 7 | 580.612.209 $ | +176.057.408 $ | +37,3 % | 10 | ||||
| Wayfair Inc. | W | → 0 | Neutral | 78.205.238 $ | -8.447.789 $ | -9,7 % | 1 | 86.653.027 $ | +25.680.121 $ | +42,1 % | 1 | 60.972.906 $ | +21.007.814 $ | +52,6 % | 1 |
| FIVE BELOW, INC | FIVE | → 0 | Sehr stark | 68.387.948 $ | -12.792.198 $ | -15,8 % | 1 | 81.180.146 $ | -242.950 $ | -0,3 % | 1 | 81.423.096 $ | +21.914.207 $ | +36,8 % | 1 |
| Carnival Corp Ltd. | CCL | → 0 | Neutral | 52.520.199 $ | -24.975.815 $ | -32,2 % | 1 | 77.496.014 $ | +18.052.486 $ | +30,4 % | 1 | 59.443.528 $ | -3.073.840 $ | -4,9 % | 1 |
| MCDONALDS CORP | MCD | → 0 | Stark | 69.533.679 $ | +69.533.679 $ | 1 | |||||||||
| Burlington Stores, Inc. | BURL | → 0 | Stark | 59.275.451 $ | -3.588.708 $ | -5,7 % | 1 | 62.864.159 $ | +14.069.383 $ | +28,8 % | 1 | 48.794.776 $ | +22.550.658 $ | +85,9 % | 1 |
| HOME DEPOT, INC. | HD | → 0 | Neutral | 62.264.737 $ | +18.553.183 $ | +42,4 % | 1 | ||||||||
| Floor & Decor Holdings, Inc. | FND | → 0 | Neutral | 61.058.196 $ | -974.588 $ | -1,6 % | 1 | 62.032.784 $ | +33.753.504 $ | +119,4 % | 1 | ||||
| Performance Food Group Co | PFGC | → 0 | Neutral | 56.325.819 $ | +5.536.036 $ | +10,9 % | 1 | 50.789.783 $ | -2.064.306 $ | -3,9 % | 1 | 52.854.089 $ | +10.671.332 $ | +25,3 % | 1 |
| Mondelez International, Inc. | MDLZ | → 0 | Stark | 52.428.885 $ | +4.346.525 $ | +9,0 % | 1 | ||||||||
| Amer Sports, Inc. | AS | → 0 | Stark | 50.564.132 $ | +3.876.781 $ | +8,3 % | 1 | 46.687.351 $ | +6.985.684 $ | +17,6 % | 1 | ||||
| PROCTER & GAMBLE Co | PG | → 0 | Neutral | 49.678.838 $ | +12.152.255 $ | +32,4 % | 1 | ||||||||
| Birkenstock Holding plc | BIRK | → 0 | 47.077.964 $ | +24.929.407 $ | +112,6 % | 1 | |||||||||
| TAPESTRY, INC. | TPR | → 0 | Schwach | 45.818.549 $ | -14.375.557 $ | -23,9 % | 1 | ||||||||
| 476.015.821 $ | -29.214.026 $ | -1,7 % | 8 | 467.703.264 $ | +96.233.922 $ | +33,4 % | 7 | 580.612.209 $ | +176.057.408 $ | +37,3 % | 10 | ||||