| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 122.803.622 $ | +30.671.772 $ | +25,1 % | 9 | 85.338.839 $ | +14.287.497 $ | +11,0 % | 7 | 101.256.940 $ | +101.256.940 $ | 9 | |||||
| GRANITE CONSTRUCTION INC | GVA | → 0 | 20.943.071 $ | +5.060.889 $ | +31,9 % | 1 | 15.882.182 $ | -382.514 $ | -2,4 % | 1 | 16.264.696 $ | +16.264.696 $ | 1 | ||
| CASELLA WASTE SYSTEMS INC | CWST | → 0 | Neutral | 18.378.433 $ | +5.256.787 $ | +40,1 % | 1 | 13.121.646 $ | -1.093.366 $ | -7,7 % | 1 | 14.215.012 $ | +14.215.012 $ | 1 | |
| CLEAN HARBORS INC | CLH | → 0 | Neutral | 11.925.204 $ | -1.297.350 $ | -9,8 % | 1 | 13.222.554 $ | -2.042.328 $ | -13,4 % | 1 | 15.264.882 $ | +15.264.882 $ | 1 | |
| TE Connectivity plc | TEL | → 0 | Stark | 13.419.968 $ | +2.357.794 $ | +21,3 % | 1 | 11.062.174 $ | +2.770.117 $ | +33,4 % | 1 | 8.292.057 $ | +8.292.057 $ | 1 | |
| AerCap Holdings N.V. | AER | → 0 | Stark | 13.404.901 $ | +13.404.901 $ | 1 | |||||||||
| GFL Environmental Inc. | GFL | → 0 | 9.793.093 $ | -3.526.935 $ | -26,5 % | 1 | 13.320.028 $ | +5.007.013 $ | +60,2 % | 1 | 8.313.015 $ | +8.313.015 $ | 1 | ||
| Vistra Corp. | VST | → 0 | Sehr schwach | 12.919.462 $ | +2.535.117 $ | +24,4 % | 1 | 10.384.345 $ | +10.384.345 $ | 1 | |||||
| Centuri Holdings, Inc. | CTRI | → 0 | Neutral | 12.147.862 $ | +3.801.952 $ | +45,6 % | 1 | 8.345.910 $ | -355.770 $ | -4,1 % | 1 | 8.701.680 $ | +8.701.680 $ | 1 | |
| Solaris Energy Infrastructure, Inc. | SEI | → 0 | Stark | 11.820.137 $ | +5.027.126 $ | +74,0 % | 1 | ||||||||
| AMPHENOL CORP /DE/ | APH | → 0 | Neutral | 11.456.392 $ | +11.456.392 $ | 1 | |||||||||
| ArcelorMittal | MT | → 0 | 8.542.324 $ | +8.542.324 $ | 1 | ||||||||||
| IDEX CORP /DE/ | IEX | → 0 | Neutral | 8.258.373 $ | +8.258.373 $ | 1 | |||||||||
| 122.803.622 $ | +30.671.772 $ | +25,1 % | 9 | 85.338.839 $ | +14.287.497 $ | +11,0 % | 7 | 101.256.940 $ | +101.256.940 $ | 9 | |||||