| 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 | ||||
| 151.819.355 $ | +9.301.764 $ | +10,9 % | 8 | 101.558.298 $ | -1.998.053 $ | +2,6 % | 5 | 120.778.713 $ | +0 $ | +0,0 % | 6 | 120.778.713 $ | +5.213.208 $ | +4,1 % | 6 | ||||
| UNITED RENTALS, INC. | URI | → 0 | Neutral | 36.223.025 $ | +12.965.932 $ | +55,8 % | 1 | 23.257.093 $ | -7.209.927 $ | -23,7 % | 1 | 30.467.020 $ | +0 $ | +0,0 % | 1 | 30.467.020 $ | +6.446.367 $ | +26,8 % | 1 |
| JABIL INC | JBL | → 0 | Schwach | 16.541.333 $ | -14.525.424 $ | -46,8 % | 1 | 31.066.757 $ | +4.376.564 $ | +16,4 % | 1 | 26.690.193 $ | +0 $ | +0,0 % | 1 | 26.690.193 $ | -1.175.354 $ | -4,2 % | 1 |
| Apollo Global Management, Inc. | APO | → 0 | Neutral | 16.748.201 $ | +992.410 $ | +6,3 % | 1 | 15.755.791 $ | -3.276.765 $ | -17,2 % | 1 | 19.032.556 $ | +0 $ | +0,0 % | 1 | 19.032.556 $ | -1.207.612 $ | -6,0 % | 1 |
| JOHN WILEY & SONS, INC. | WLY | → 0 | Neutral | 17.754.369 $ | +3.789.957 $ | +27,1 % | 1 | ||||||||||||
| CITIGROUP INC | C | → 0 | Stark | 16.811.716 $ | +3.295.285 $ | +24,4 % | 1 | ||||||||||||
| SONOCO PRODUCTS CO | SON | → 0 | Sehr stark | 16.465.978 $ | +787.721 $ | +5,0 % | 1 | 15.678.257 $ | +4.480.243 $ | +40,0 % | 1 | ||||||||
| EAST WEST BANCORP INC | EWBC | → 0 | Stark | 16.342.278 $ | +2.863.828 $ | +21,2 % | 1 | ||||||||||||
| STIFEL FINANCIAL CORP | SF | → 0 | Stark | 14.932.455 $ | -867.945 $ | -5,5 % | 1 | 15.800.400 $ | -368.168 $ | -2,3 % | 1 | 16.168.568 $ | +0 $ | +0,0 % | 1 | 16.168.568 $ | +1.382.823 $ | +9,4 % | 1 |
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 14.317.999 $ | +0 $ | +0,0 % | 1 | 14.317.999 $ | -291.146 $ | -2,0 % | 1 | ||||||||
| Smurfit Westrock plc | SW | → 0 | Stark | 14.102.377 $ | +0 $ | +0,0 % | 1 | 14.102.377 $ | +58.130 $ | +0,4 % | 1 | ||||||||
| 151.819.355 $ | +9.301.764 $ | +10,9 % | 8 | 101.558.298 $ | -1.998.053 $ | +2,6 % | 5 | 120.778.713 $ | +0 $ | +0,0 % | 6 | 120.778.713 $ | +5.213.208 $ | +4,1 % | 6 | ||||