| 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 | ||||
| 704.772.690 $ | +402.524.075 $ | +67,4 % | 20 | 474.676.871 $ | +185.447.828 $ | +12,6 % | 20 | 420.952.649 $ | +94.713.994 $ | +44,1 % | 22 | 378.552.903 $ | +107.376.205 $ | +44,8 % | 19 | ||||
| Seagate Technology Holdings plc | STX | → 0 | Stark | 109.690.585 $ | +61.846.895 $ | +129,3 % | 1 | 47.843.690 $ | +15.761.857 $ | +49,1 % | 1 | 32.081.833 $ | -3.376.976 $ | -9,5 % | 1 | 35.458.809 $ | +35.458.809 $ | 1 | |
| SENSIENT TECHNOLOGIES CORP | SXT | → 0 | Neutral | 69.561.328 $ | +21.809.365 $ | +45,7 % | 1 | 47.751.963 $ | +15.624.069 $ | +48,6 % | 1 | 32.127.894 $ | +24.936.450 $ | +346,8 % | 1 | 7.191.444 $ | -20.646.958 $ | -74,2 % | 1 |
| TTM TECHNOLOGIES INC | TTMI | → 0 | Neutral | 54.095.161 $ | +32.226.222 $ | +147,4 % | 1 | 21.868.939 $ | -4.205.747 $ | -16,1 % | 1 | 26.074.686 $ | +21.466.686 $ | +465,9 % | 1 | 4.608.000 $ | +4.608.000 $ | 1 | |
| C. H. ROBINSON WORLDWIDE, INC. | CHRW | → 0 | Stark | 43.400.881 $ | +25.250.592 $ | +139,1 % | 1 | 18.150.289 $ | +1.043.978 $ | +6,1 % | 1 | 17.106.311 $ | +17.106.311 $ | 1 | |||||
| Woodward, Inc. | WWD | → 0 | Neutral | 42.980.501 $ | +29.110.385 $ | +209,9 % | 1 | 13.870.116 $ | -9.370.432 $ | -40,3 % | 1 | 23.240.548 $ | +6.590.359 $ | +39,6 % | 1 | ||||
| Ferguson Enterprises Inc. /DE/ | FERG | → 0 | Neutral | 39.707.445 $ | +15.666.970 $ | +65,2 % | 1 | 24.040.475 $ | +5.555.061 $ | +30,1 % | 1 | 18.485.414 $ | -13.805.597 $ | -42,8 % | 1 | 32.291.011 $ | -954.624 $ | -2,9 % | 1 |
| WESTERN DIGITAL CORP | WDC | → 0 | Stark | 34.490.880 $ | +3.204.654 $ | +10,2 % | 1 | 31.286.226 $ | +4.703.415 $ | +17,7 % | 1 | 26.582.811 $ | -495.641 $ | -1,8 % | 1 | 27.078.452 $ | +27.078.452 $ | 1 | |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 33.298.568 $ | +33.298.568 $ | 1 | |||||||||||||
| Spotify Technology S.A. | SPOT | → 0 | Schwach | 20.479.035 $ | -10.491.197 $ | -33,9 % | 1 | 30.970.232 $ | +1.462.034 $ | +5,0 % | 1 | 29.508.198 $ | +2.446.738 $ | +9,0 % | 1 | 27.061.460 $ | +7.528.820 $ | +38,5 % | 1 |
| Cipher Digital Inc. | CIFR | → 0 | Sehr schwach | 30.435.713 $ | +30.435.713 $ | 1 | |||||||||||||
| VISHAY INTERTECHNOLOGY INC | VSH | → 0 | Neutral | 30.020.480 $ | +30.020.480 $ | 1 | |||||||||||||
| WILLIS TOWERS WATSON PLC | WTW | → 0 | Neutral | 21.792.752 $ | -7.607.807 $ | -25,9 % | 1 | 29.400.559 $ | +3.575.482 $ | +13,8 % | 1 | ||||||||
| CLEAN HARBORS INC | CLH | → 0 | Neutral | 10.378.554 $ | -18.103.693 $ | -63,6 % | 1 | 28.482.247 $ | +9.816.080 $ | +52,6 % | 1 | ||||||||
| WILLIAMS COMPANIES, INC. | WMB | → 0 | Stark | 27.080.419 $ | +27.080.419 $ | 1 | |||||||||||||
| Floor & Decor Holdings, Inc. | FND | → 0 | Neutral | 26.942.910 $ | +4.049.890 $ | +17,7 % | 1 | 22.893.020 $ | +9.590.077 $ | +72,1 % | 1 | 13.302.943 $ | +13.302.943 $ | 1 | |||||
| NEWS CORP | NWSA | → 0 | Stark | 20.224.376 $ | -6.540.034 $ | -24,4 % | 1 | 26.764.410 $ | +8.079.773 $ | +43,2 % | 1 | ||||||||
| ROSS STORES, INC. | ROST | → 0 | Stark | 26.675.385 $ | +4.527.532 $ | +20,4 % | 1 | 22.147.853 $ | +22.147.853 $ | 1 | |||||||||
| CELESTICA INC | CLS | → 0 | Schwach | 20.920.937 $ | -2.696.233 $ | -11,4 % | 1 | 23.617.170 $ | -2.967.971 $ | -11,2 % | 1 | 26.585.141 $ | -3.247.168 $ | -10,9 % | 1 | ||||
| RENTOKIL INITIAL PLC /FI | RTO | → 0 | 26.319.083 $ | +1.341.151 $ | +5,4 % | 1 | 24.977.932 $ | +24.977.932 $ | 1 | ||||||||||
| Lumentum Holdings Inc. | LITE | → 0 | Neutral | 25.002.093 $ | +25.002.093 $ | 1 | |||||||||||||
| ARROW ELECTRONICS, INC. | ARW | → 0 | Neutral | 24.562.637 $ | +24.562.637 $ | 1 | |||||||||||||
| WATERS CORP /DE/ | WAT | → 0 | Stark | 24.552.744 $ | +24.552.744 $ | 1 | |||||||||||||
| ADVANCE AUTO PARTS INC | AAP | → 0 | Schwach | 21.777.000 $ | +21.777.000 $ | 1 | |||||||||||||
| Grocery Outlet Holding Corp. | GO | → 0 | Neutral | 21.668.704 $ | +18.511.863 $ | +586,4 % | 1 | ||||||||||||
| Constellation Energy Corp | CEG | → 0 | Neutral | 18.006.172 $ | -3.624.915 $ | -16,8 % | 1 | 21.631.087 $ | -2.630.782 $ | -10,8 % | 1 | ||||||||
| LINDE PLC | LIN | → 0 | Stark | 21.302.311 $ | +21.302.311 $ | 1 | |||||||||||||
| SITIME Corp | SITM | → 0 | Schwach | 21.018.082 $ | +21.018.082 $ | 1 | |||||||||||||
| TAPESTRY, INC. | TPR | → 0 | Sehr stark | 11.713.570 $ | -8.686.749 $ | -42,6 % | 1 | 20.400.319 $ | -8.243.742 $ | -28,8 % | 1 | ||||||||
| TREX CO INC | TREX | → 0 | Neutral | 20.179.781 $ | +20.179.781 $ | 1 | |||||||||||||
| MKS INC | MKSI | → 0 | Neutral | 20.116.878 $ | +20.116.878 $ | 1 | |||||||||||||
| SiteOne Landscape Supply, Inc. | SITE | → 0 | Stark | 19.585.962 $ | +990.229 $ | +5,3 % | 1 | 18.595.733 $ | +18.595.733 $ | 1 | |||||||||
| James Hardie Industries plc | JHX | → 0 | Schwach | 17.786.423 $ | +17.786.423 $ | 1 | |||||||||||||
| LOUISIANA-PACIFIC CORP | LPX | → 0 | Neutral | 16.242.440 $ | +16.242.440 $ | 1 | |||||||||||||
| CARVANA CO. | CVNA | → 0 | Neutral | 16.159.146 $ | +16.159.146 $ | 1 | |||||||||||||
| Wingstop Inc. | WING | → 0 | Neutral | 12.710.794 $ | -2.075.586 $ | -14,0 % | 1 | 14.786.380 $ | +14.786.380 $ | 1 | |||||||||
| SS&C Technologies Holdings Inc | SSNC | → 0 | Neutral | 11.293.790 $ | -2.680.851 $ | -19,2 % | 1 | 13.974.641 $ | -3.853.938 $ | -21,6 % | 1 | ||||||||
| V F CORP | VFC | → 0 | Stark | 13.742.825 $ | +5.081.939 $ | +58,7 % | 1 | 8.660.886 $ | +8.660.886 $ | 1 | |||||||||
| MongoDB, Inc. | MDB | → 0 | Schwach | 12.489.070 $ | +12.489.070 $ | 1 | |||||||||||||
| Hut 8 Corp. | HUT | → 0 | Sehr schwach | 11.673.914 $ | +11.673.914 $ | 1 | |||||||||||||
| JBS N.V. | JBS | → 0 | 9.878.000 $ | -289.002 $ | -2,8 % | 1 | 10.167.002 $ | +3.208.989 $ | +46,1 % | 1 | |||||||||
| On Holding AG | ONON | → 0 | 8.741.439 $ | +8.741.439 $ | 1 | ||||||||||||||
| Robinhood Markets, Inc. | HOOD | → 0 | Schwach | 8.397.221 $ | -8.305.247 $ | -49,7 % | 1 | ||||||||||||
| Circle Internet Group, Inc. | CRCL | → 0 | Neutral | 793.000 $ | +793.000 $ | 1 | |||||||||||||
| 704.772.690 $ | +402.524.075 $ | +67,4 % | 20 | 474.676.871 $ | +185.447.828 $ | +12,6 % | 20 | 420.952.649 $ | +94.713.994 $ | +44,1 % | 22 | 378.552.903 $ | +107.376.205 $ | +44,8 % | 19 | ||||