| 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 | ||||
| 506.435.574 $ | +68.888.248 $ | +13,4 % | 36 | 468.071.880 $ | -5.015.308 $ | +3,7 % | 38 | 482.305.655 $ | +119.883.649 $ | +55,1 % | 39 | 382.365.253 $ | +22.737.232 $ | +6,7 % | 39 | ||||
| SPS COMMERCE INC | SPSC | → 0 | Neutral | 35.054.871 $ | +10.467.158 $ | +42,6 % | 1 | 24.587.713 $ | +17.199.014 $ | +232,8 % | 1 | 7.388.699 $ | +7.388.699 $ | 1 | |||||
| CABOT CORP | CBT | → 0 | Neutral | 32.245.302 $ | +1.520.282 $ | +4,9 % | 1 | 30.725.020 $ | -3.260.419 $ | -9,6 % | 1 | 33.985.439 $ | +24.934.259 $ | +275,5 % | 1 | 9.051.180 $ | -2.254 $ | -0,0 % | 1 |
| WINTRUST FINANCIAL CORP | WTFC | → 0 | Sehr stark | 27.285.595 $ | +2.224.848 $ | +8,9 % | 1 | 25.060.747 $ | -316.583 $ | -1,2 % | 1 | 25.377.330 $ | +5.369.535 $ | +26,8 % | 1 | 20.007.795 $ | -475.003 $ | -2,3 % | 1 |
| WEST FRASER TIMBER CO., LTD | WFG | → 0 | Sehr schwach | 20.051.548 $ | -6.786.640 $ | -25,3 % | 1 | 26.838.188 $ | +10.875.406 $ | +68,1 % | 1 | 15.962.782 $ | +4.133.900 $ | +34,9 % | 1 | ||||
| Lumentum Holdings Inc. | LITE | → 0 | Neutral | 13.467.251 $ | -110.775 $ | -0,8 % | 1 | 13.578.026 $ | +2.180.855 $ | +19,1 % | 1 | 11.397.171 $ | -13.979.358 $ | -55,1 % | 1 | 25.376.529 $ | -1.240.514 $ | -4,7 % | 1 |
| BRUNSWICK CORP | BC | → 0 | Stark | 14.794.985 $ | +8.033.949 $ | +118,8 % | 1 | 6.761.036 $ | -806.919 $ | -10,7 % | 1 | 7.567.955 $ | -15.859.263 $ | -67,7 % | 1 | 23.427.218 $ | -853.384 $ | -3,5 % | 1 |
| AKAMAI TECHNOLOGIES INC | AKAM | → 0 | Neutral | 22.165.793 $ | +2.587.313 $ | +13,2 % | 1 | 19.578.480 $ | -3.315.571 $ | -14,5 % | 1 | 22.894.051 $ | +16.427.306 $ | +254,0 % | 1 | 6.466.745 $ | -435.683 $ | -6,3 % | 1 |
| GLOBUS MEDICAL INC | GMED | → 0 | Sehr stark | 16.367.000 $ | -5.796.971 $ | -26,2 % | 1 | 22.163.971 $ | -135.003 $ | -0,6 % | 1 | 22.298.974 $ | +10.021.261 $ | +81,6 % | 1 | 12.277.713 $ | +349.476 $ | +2,9 % | 1 |
| JABIL INC | JBL | → 0 | Stark | 22.225.234 $ | +5.272.196 $ | +31,1 % | 1 | 16.953.038 $ | +1.755.961 $ | +11,6 % | 1 | 15.197.077 $ | +7.157.536 $ | +89,0 % | 1 | 8.039.541 $ | -790.777 $ | -9,0 % | 1 |
| FIRST SOLAR, INC. | FSLR | → 0 | Schwach | 20.656.399 $ | +1.772.754 $ | +9,4 % | 1 | 18.883.645 $ | +4.418.120 $ | +30,5 % | 1 | 14.465.525 $ | +9.940.812 $ | +219,7 % | 1 | 4.524.713 $ | -2.337.000 $ | -34,1 % | 1 |
| Tronox Holdings plc | TROX | → 0 | Stark | 12.919.989 $ | -7.702.449 $ | -37,3 % | 1 | 20.622.438 $ | +7.898.575 $ | +62,1 % | 1 | 12.723.863 $ | +6.465.763 $ | +103,3 % | 1 | 6.258.100 $ | -1.400.819 $ | -18,3 % | 1 |
| Strategic Education, Inc. | STRA | → 0 | Stark | 16.102.076 $ | +4.457.562 $ | +38,3 % | 1 | 11.644.514 $ | -7.941.850 $ | -40,5 % | 1 | 19.586.364 $ | +2.404.934 $ | +14,0 % | 1 | 17.181.430 $ | +10.521.063 $ | +158,0 % | 1 |
| RENAISSANCERE HOLDINGS LTD | RNR | → 0 | Stark | 18.961.697 $ | +2.640.538 $ | +16,2 % | 1 | 16.321.159 $ | +1.811.495 $ | +12,5 % | 1 | 14.509.664 $ | +9.919.042 $ | +216,1 % | 1 | 4.590.622 $ | +136.489 $ | +3,1 % | 1 |
| ACUITY INC. (DE) | AYI | → 0 | Stark | 17.628.817 $ | +5.074.120 $ | +40,4 % | 1 | 12.554.697 $ | +6.720.969 $ | +115,2 % | 1 | 5.833.728 $ | +1.084.663 $ | +22,8 % | 1 | 4.749.065 $ | +576.017 $ | +13,8 % | 1 |
| Sally Beauty Holdings, Inc. | SBH | → 0 | Neutral | 17.180.568 $ | +1.845.601 $ | +12,0 % | 1 | ||||||||||||
| BLACKBAUD INC | BLKB | → 0 | Schwach | 17.000.280 $ | +17.000.280 $ | 1 | |||||||||||||
| EnerSys | ENS | → 0 | Neutral | 16.820.318 $ | +1.865.280 $ | +12,5 % | 1 | 14.955.038 $ | +3.937.069 $ | +35,7 % | 1 | 11.017.969 $ | -1.714.209 $ | -13,5 % | 1 | 12.732.178 $ | +2.934.560 $ | +30,0 % | 1 |
| PennyMac Financial Services, Inc. | PFSI | → 0 | Neutral | 13.301.302 $ | -2.114 $ | -0,0 % | 1 | 13.303.416 $ | -3.086.010 $ | -18,8 % | 1 | 16.389.426 $ | +2.418.609 $ | +17,3 % | 1 | 13.970.817 $ | +1.818.286 $ | +15,0 % | 1 |
| ALLEGRO MICROSYSTEMS, INC. | ALGM | → 0 | Neutral | 14.375.833 $ | -1.641.092 $ | -10,2 % | 1 | 16.016.925 $ | +6.668.117 $ | +71,3 % | 1 | 9.348.808 $ | +5.335.052 $ | +132,9 % | 1 | ||||
| CubeSmart | CUBE | → 0 | Sehr stark | 15.879.942 $ | +3.411.672 $ | +27,4 % | 1 | 12.468.270 $ | +77.924 $ | +0,6 % | 1 | 12.390.346 $ | +5.724.667 $ | +85,9 % | 1 | 6.665.679 $ | -399.883 $ | -5,7 % | 1 |
| TripAdvisor, Inc. | TRIP | → 0 | Neutral | 7.081.064 $ | +474.870 $ | +7,2 % | 1 | 6.606.194 $ | -9.013.920 $ | -57,7 % | 1 | 15.620.114 $ | +1.493.841 $ | +10,6 % | 1 | 14.126.273 $ | +2.779.123 $ | +24,5 % | 1 |
| LINDSAY CORP | LNN | → 0 | Neutral | 13.694.137 $ | -488.886 $ | -3,4 % | 1 | 14.183.023 $ | -1.424.733 $ | -9,1 % | 1 | 15.607.756 $ | +545.107 $ | +3,6 % | 1 | 15.062.649 $ | -109.171 $ | -0,7 % | 1 |
| CareTrust REIT, Inc. | CTRE | → 0 | Stark | 13.990.185 $ | +2.036.455 $ | +17,0 % | 1 | 11.953.730 $ | +829.030 $ | +7,5 % | 1 | 11.124.700 $ | +6.045.039 $ | +119,0 % | 1 | 5.079.661 $ | -308.197 $ | -5,7 % | 1 |
| ABERCROMBIE & FITCH CO /DE/ | ANF | → 0 | Neutral | 13.773.150 $ | +1.806.056 $ | +15,1 % | 1 | 11.967.094 $ | -1.497.723 $ | -11,1 % | 1 | 13.464.817 $ | +891.588 $ | +7,1 % | 1 | 12.573.229 $ | +3.492.208 $ | +38,5 % | 1 |
| TENNANT CO | TNC | → 0 | Schwach | 13.445.968 $ | +3.235.640 $ | +31,7 % | 1 | 10.210.328 $ | -736.038 $ | -6,7 % | 1 | 10.946.366 $ | +1.389.840 $ | +14,5 % | 1 | 9.556.526 $ | +762.870 $ | +8,7 % | 1 |
| Mueller Water Products, Inc. | MWA | → 0 | Neutral | 13.171.569 $ | +119.757 $ | +0,9 % | 1 | 13.051.812 $ | +1.218.417 $ | +10,3 % | 1 | 11.833.395 $ | +2.151.346 $ | +22,2 % | 1 | 9.682.049 $ | +159.800 $ | +1,7 % | 1 |
| QuidelOrtho Corp | QDEL | → 0 | Schwach | 5.088.930 $ | -79.077 $ | -1,5 % | 1 | 5.168.007 $ | -7.998.153 $ | -60,7 % | 1 | 13.166.160 $ | +671.239 $ | +5,4 % | 1 | 12.494.921 $ | +1.049.446 $ | +9,2 % | 1 |
| WEX Inc. | WEX | → 0 | Neutral | 12.246.612 $ | +3.064.212 $ | +33,4 % | 1 | 9.182.400 $ | -128.850 $ | -1,4 % | 1 | 9.311.250 $ | +3.439.068 $ | +58,6 % | 1 | 5.872.182 $ | +1.290.476 $ | +28,2 % | 1 |
| SVB WEALTH LLC | → 0 | 11.951.734 $ | +747.974 $ | +6,7 % | 1 | 11.203.760 $ | +149.881 $ | +1,4 % | 1 | 11.053.879 $ | +1.970.001 $ | +21,7 % | 1 | 9.083.878 $ | +847.587 $ | +10,3 % | 1 | ||
| Envista Holdings Corp | NVST | → 0 | Stark | 6.017.487 $ | -5.713.561 $ | -48,7 % | 1 | 11.731.048 $ | +1.480.049 $ | +14,4 % | 1 | 10.250.999 $ | +271.061 $ | +2,7 % | 1 | ||||
| Avantor, Inc. | AVTR | → 0 | Neutral | 10.814.423 $ | +1.639.185 $ | +17,9 % | 1 | 9.175.238 $ | +589.515 $ | +6,9 % | 1 | 8.585.723 $ | +2.686.878 $ | +45,5 % | 1 | 5.898.845 $ | +134.698 $ | +2,3 % | 1 |
| Encompass Health Corp | EHC | → 0 | Stark | 4.400.219 $ | +616.932 $ | +16,3 % | 1 | 3.783.287 $ | -69.513 $ | -1,8 % | 1 | 3.852.800 $ | -6.233.777 $ | -61,8 % | 1 | 10.086.577 $ | +1.411.764 $ | +16,3 % | 1 |
| DiamondRock Hospitality Co | DRH | → 0 | Stark | 7.216.285 $ | -2.166.731 $ | -23,1 % | 1 | 9.383.016 $ | -42.036 $ | -0,4 % | 1 | 9.425.052 $ | +6.986.243 $ | +286,5 % | 1 | 2.438.809 $ | +88.715 $ | +3,8 % | 1 |
| Thermon Group Holdings, Inc. | THR | → 0 | 9.218.467 $ | +2.235.451 $ | +32,0 % | 1 | 6.983.016 $ | +1.078.774 $ | +18,3 % | 1 | |||||||||
| COMPASS MINERALS INTERNATIONAL INC | CMP | → 0 | Stark | 484.806 $ | -4.869.365 $ | -90,9 % | 1 | 5.354.171 $ | -3.042.732 $ | -36,2 % | 1 | 8.396.903 $ | -512.500 $ | -5,8 % | 1 | ||||
| HEALTHPEAK PROPERTIES, INC. | DOC | → 0 | Sehr stark | 7.597.000 $ | +1.139.665 $ | +17,6 % | 1 | 6.457.335 $ | +16.957 $ | +0,3 % | 1 | 6.440.378 $ | +157.206 $ | +2,5 % | 1 | 6.283.172 $ | +456.389 $ | +7,8 % | 1 |
| DARLING INGREDIENTS INC. | DAR | → 0 | Neutral | 5.923.900 $ | -451.661 $ | -7,1 % | 1 | 6.375.561 $ | -568.606 $ | -8,2 % | 1 | 6.944.167 $ | +65.884 $ | +1,0 % | 1 | 6.878.283 $ | -2.556.827 $ | -27,1 % | 1 |
| American Homes 4 Rent | AMH | → 0 | Stark | 6.776.435 $ | -678.504 $ | -9,1 % | 1 | ||||||||||||
| COHU INC | COHU | → 0 | Neutral | 6.258.486 $ | +683.838 $ | +12,3 % | 1 | 5.574.648 $ | -648.669 $ | -10,4 % | 1 | 6.223.317 $ | +1.324.600 $ | +27,0 % | 1 | 4.898.717 $ | -24.060 $ | -0,5 % | 1 |
| INDEPENDENCE REALTY TRUST, INC. | IRT | → 0 | Stark | 4.134.213 $ | +241.461 $ | +6,2 % | 1 | 3.892.752 $ | -851.914 $ | -18,0 % | 1 | 4.744.666 $ | +1.293.225 $ | +37,5 % | 1 | 3.451.441 $ | -114.510 $ | -3,2 % | 1 |
| GENTEX CORP | GNTX | → 0 | Stark | 3.970.713 $ | -506.063 $ | -11,3 % | 1 | 4.476.776 $ | -156.813 $ | -3,4 % | 1 | 4.633.589 $ | -4.556.409 $ | -49,6 % | 1 | ||||
| ZIMMER BIOMET HOLDINGS, INC. | ZBH | → 0 | Neutral | 4.586.703 $ | +4.586.703 $ | 1 | |||||||||||||
| TERADATA CORP /DE/ | TDC | → 0 | Neutral | 3.808.312 $ | +607.304 $ | +19,0 % | 1 | 3.201.008 $ | -769.068 $ | -19,4 % | 1 | 3.970.076 $ | +575.652 $ | +17,0 % | 1 | 3.394.424 $ | +3.394.424 $ | 1 | |
| 506.435.574 $ | +68.888.248 $ | +13,4 % | 36 | 468.071.880 $ | -5.015.308 $ | +3,7 % | 38 | 482.305.655 $ | +119.883.649 $ | +55,1 % | 39 | 382.365.253 $ | +22.737.232 $ | +6,7 % | 39 | ||||