| 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 | ||||
| 1.377.403.387 $ | +15.547.022 $ | +1,4 % | 8 | 1.601.685.231 $ | +22.261.814 $ | +11,9 % | 9 | 1.686.032.106 $ | +125.051.237 $ | -8,4 % | 8 | ||||
| MERCURY SYSTEMS INC | MRCY | → 0 | Stark | 299.472.284 $ | -62.619.424 $ | -17,3 % | 1 | 362.091.708 $ | -99.172.121 $ | -21,5 % | 1 | 461.263.829 $ | +97.525.005 $ | +26,8 % | 1 |
| Lamb Weston Holdings, Inc. | LW | → 0 | Schwach | 211.664.915 $ | +1.853.195 $ | +0,9 % | 1 | 209.811.720 $ | -81.089.801 $ | -27,9 % | 1 | 290.901.521 $ | -84.089.034 $ | -22,4 % | 1 |
| COOPER COMPANIES, INC. | COO | → 0 | Neutral | 254.908.797 $ | -33.559.258 $ | -11,6 % | 1 | 288.468.055 $ | +121.551.399 $ | +72,8 % | 1 | 166.916.656 $ | +166.916.656 $ | 1 | |
| MARKEL GROUP INC. | MKL | → 0 | Neutral | 144.142.869 $ | -30.449.554 $ | -17,4 % | 1 | 174.592.423 $ | -107.163.066 $ | -38,0 % | 1 | 281.755.489 $ | -20.708.731 $ | -6,8 % | 1 |
| FISERV INC | FISV | → 0 | Schwach | 247.506.759 $ | +96.675.181 $ | +64,1 % | 1 | 150.831.578 $ | +150.831.578 $ | 1 | |||||
| TRIMBLE INC. | TRMB | → 0 | Neutral | 153.616.228 $ | -120.587.766 $ | -44,0 % | 1 | ||||||||
| TreeHouse Foods, Inc. | THS | → 0 | 137.325.340 $ | +19.676.119 $ | +16,7 % | 1 | 117.649.221 $ | +4.598.856 $ | +4,1 % | 1 | |||||
| Rapid7, Inc. | RPD | → 0 | Neutral | 102.503.526 $ | -19.410.999 $ | -15,9 % | 1 | 121.914.525 $ | -10.618.386 $ | -8,0 % | 1 | ||||
| ALKAMI TECHNOLOGY, INC. | ALKT | → 0 | Stark | 85.109.850 $ | -27.810.072 $ | -24,6 % | 1 | 112.919.922 $ | +65.912.383 $ | +140,2 % | 1 | ||||
| Six Flags Entertainment Corporation/NEW | FUN | → 0 | Schwach | 73.060.757 $ | +9.919.798 $ | +15,7 % | 1 | 63.140.959 $ | -28.873.678 $ | -31,4 % | 1 | 92.014.637 $ | +92.014.637 $ | 1 | |
| Everpure, Inc. | PSTG | → 0 | 61.537.156 $ | +61.537.156 $ | 1 | ||||||||||
| 1.377.403.387 $ | +15.547.022 $ | +1,4 % | 8 | 1.601.685.231 $ | +22.261.814 $ | +11,9 % | 9 | 1.686.032.106 $ | +125.051.237 $ | -8,4 % | 8 | ||||