| 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 | ||||
| 541.021.719 $ | +166.695.665 $ | +34,0 % | 10 | 426.605.914 $ | +136.723.631 $ | +10,0 % | 9 | 264.060.526 $ | +134.511.746 $ | +34,9 % | 6 | ||||
| Versant Media Group, Inc. | VSNT | → 0 | Neutral | 62.746.901 $ | +62.746.901 $ | 1 | |||||||||
| COMCAST CORP | CMCSA | → 0 | Neutral | 60.974.074 $ | +9.764.937 $ | +19,1 % | 1 | 51.209.137 $ | +2.677.671 $ | +5,5 % | 1 | 48.531.466 $ | +48.531.466 $ | 1 | |
| Expedia Group, Inc. | EXPE | → 0 | Neutral | 58.227.541 $ | +28.211.841 $ | +94,0 % | 1 | ||||||||
| GoDaddy Inc. | GDDY | → 0 | Neutral | 57.378.880 $ | +21.830.780 $ | +61,4 % | 1 | ||||||||
| UNIVERSAL HEALTH SERVICES INC | UHS | → 0 | Schwach | 56.501.159 $ | +9.968.959 $ | +21,4 % | 1 | 46.532.200 $ | +2.492.160 $ | +5,7 % | 1 | 44.040.040 $ | +12.556.280 $ | +39,9 % | 1 |
| Cigna Group | CI | → 0 | Neutral | 55.963.040 $ | +9.281.790 $ | +19,9 % | 1 | 46.681.250 $ | +46.681.250 $ | 1 | |||||
| Joint Stock Co Kaspi.kz | KSPI | → 0 | Schwach | 53.716.800 $ | +7.793.400 $ | +17,0 % | 1 | 45.923.400 $ | +10.565.043 $ | +29,9 % | 1 | ||||
| H&R BLOCK INC | HRB | → 0 | Stark | 53.312.000 $ | +8.876.000 $ | +20,0 % | 1 | 44.436.000 $ | +3.122.160 $ | +7,6 % | 1 | 41.313.840 $ | +41.313.840 $ | 1 | |
| FACTSET RESEARCH SYSTEMS INC | FDS | → 0 | Neutral | 51.535.849 $ | +11.177.662 $ | +27,7 % | 1 | ||||||||
| Vipshop Holdings Ltd | VIPS | → 0 | Neutral | 51.051.000 $ | +51.051.000 $ | 1 | |||||||||
| PETROBRAS - PETROLEO BRASILEIRO SA | PBR | → 0 | Neutral | 44.854.600 $ | +11.758.600 $ | +35,5 % | 1 | ||||||||
| LKQ CORP | LKQ | → 0 | Neutral | 44.546.184 $ | +4.682.184 $ | +11,7 % | 1 | ||||||||
| Western Union CO | WU | → 0 | Neutral | 43.650.000 $ | +4.548.000 $ | +11,6 % | 1 | ||||||||
| MATTEL INC /DE/ | MAT | → 0 | Neutral | 43.648.000 $ | +8.305.000 $ | +23,5 % | 1 | ||||||||
| Sally Beauty Holdings, Inc. | SBH | → 0 | Neutral | 42.361.376 $ | +8.739.296 $ | +26,0 % | 1 | ||||||||
| Travel & Leisure Co. | TNL | → 0 | Neutral | 40.880.842 $ | -791.738 $ | -1,9 % | 1 | 41.672.580 $ | +12.046.560 $ | +40,7 % | 1 | ||||
| 541.021.719 $ | +166.695.665 $ | +34,0 % | 10 | 426.605.914 $ | +136.723.631 $ | +10,0 % | 9 | 264.060.526 $ | +134.511.746 $ | +34,9 % | 6 | ||||