| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 144.354.481 $ | +66.301.935 $ | +42,5 % | 22 | 112.766.374 $ | +112.766.374 $ | 18 | |||||
| ENCORE CAPITAL GROUP INC | ECPG | → 0 | Stark | 15.609.483 $ | +1.053.629 $ | +7,2 % | 1 | 14.555.854 $ | +14.555.854 $ | 1 | |
| Skyward Specialty Insurance Group, Inc. | SKWD | → 0 | Stark | 11.025.487 $ | -723.578 $ | -6,2 % | 1 | 11.749.065 $ | +11.749.065 $ | 1 | |
| Flywire Corp | FLYW | → 0 | Neutral | 11.693.311 $ | +1.341.062 $ | +13,0 % | 1 | 10.352.249 $ | +10.352.249 $ | 1 | |
| CAPITAL ONE FINANCIAL CORP | COF | → 0 | Neutral | 10.133.622 $ | +3.583.116 $ | +54,7 % | 1 | 6.550.506 $ | +6.550.506 $ | 1 | |
| S&P Global Inc. | SPGI | → 0 | Stark | 7.658.247 $ | +3.177.560 $ | +70,9 % | 1 | 4.480.687 $ | +4.480.687 $ | 1 | |
| UWM Holdings Corp | UWMC | → 0 | Schwach | 7.283.820 $ | +5.528.176 $ | +314,9 % | 1 | 1.755.644 $ | +1.755.644 $ | 1 | |
| UMB FINANCIAL CORP | UMBF | → 0 | Neutral | 7.028.396 $ | +1.077.607 $ | +18,1 % | 1 | 5.950.789 $ | +5.950.789 $ | 1 | |
| Walker & Dunlop, Inc. | WD | → 0 | Sehr schwach | 7.014.513 $ | +7.014.513 $ | 1 | |||||
| PROGRESSIVE CORP/OH/ | PGR | → 0 | Sehr stark | 4.847.166 $ | -2.031.800 $ | -29,5 % | 1 | 6.878.966 $ | +6.878.966 $ | 1 | |
| Futu Holdings Ltd | FUTU | → 0 | Stark | 6.557.232 $ | +6.557.232 $ | 1 | |||||
| Ridgepost Capital, Inc. | RPC | → 0 | Stark | 4.726.855 $ | -1.781.550 $ | -27,4 % | 1 | 6.508.405 $ | +6.508.405 $ | 1 | |
| Affirm Holdings, Inc. | AFRM | → 0 | Schwach | 6.428.088 $ | +6.428.088 $ | 1 | |||||
| TWO HARBORS INVESTMENT CORP. | TWO | → 0 | Neutral | 6.086.504 $ | +6.086.504 $ | 1 | |||||
| VISA INC. | V | → 0 | Neutral | 5.224.521 $ | -513.095 $ | -8,9 % | 1 | 5.737.616 $ | +5.737.616 $ | 1 | |
| SEI INVESTMENTS CO | SEIC | → 0 | 5.660.826 $ | +2.128.061 $ | +60,2 % | 1 | 3.532.765 $ | +3.532.765 $ | 1 | ||
| LPL Financial Holdings Inc. | LPLA | → 0 | Neutral | 5.413.135 $ | +5.413.135 $ | 1 | |||||
| Invitation Homes Inc. | INVH | → 0 | Stark | 5.318.256 $ | +5.318.256 $ | 1 | |||||
| WEALTHFRONT CORP | WLTH | → 0 | Neutral | 5.197.006 $ | +5.197.006 $ | 1 | |||||
| Intercontinental Exchange, Inc. | ICE | → 0 | Sehr schwach | 4.957.937 $ | +4.957.937 $ | 1 | |||||
| VALLEY NATIONAL BANCORP | VLY | → 0 | Stark | 4.957.682 $ | +4.957.682 $ | 1 | |||||
| Rocket Companies, Inc. | RKT | → 0 | Schwach | 4.909.923 $ | +4.909.923 $ | 1 | |||||
| Acadian Asset Management Inc. | AAMI | → 0 | Schwach | 4.900.412 $ | +4.900.412 $ | 1 | |||||
| Enova International, Inc. | ENVA | → 0 | Stark | 4.705.287 $ | +4.705.287 $ | 1 | |||||
| AFFILIATED MANAGERS GROUP, INC. | AMG | → 0 | Stark | 4.294.795 $ | +4.294.795 $ | 1 | |||||
| BGC Group, Inc. | BGC | → 0 | Stark | 3.755.266 $ | +3.755.266 $ | 1 | |||||
| EQUIFAX INC | EFX | → 0 | Stark | 3.480.793 $ | +3.480.793 $ | 1 | |||||
| UBS Group AG | UBS | → 0 | Stark | 3.471.995 $ | +3.471.995 $ | 1 | |||||
| Century Communities, Inc. | CCS | → 0 | Neutral | 3.405.790 $ | +3.405.790 $ | 1 | |||||
| STIFEL FINANCIAL CORP | SF | → 0 | Sehr stark | 3.321.961 $ | +3.321.961 $ | 1 | |||||
| 144.354.481 $ | +66.301.935 $ | +42,5 % | 22 | 112.766.374 $ | +112.766.374 $ | 18 | |||||