| 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 | ||||
| 86.443.342 $ | +21.560.588 $ | +62,8 % | 11 | 57.043.616 $ | -4.128.974 $ | -4,5 % | 7 | 61.172.590 $ | +61.172.590 $ | 7 | |||||
| CARPENTER TECHNOLOGY CORP | CRS | → 0 | Neutral | 17.271.520 $ | +6.235.320 $ | +56,5 % | 1 | 11.036.200 $ | +1.276.160 $ | +13,1 % | 1 | 9.760.040 $ | +9.760.040 $ | 1 | |
| SYNOPSYS INC | SNPS | → 0 | Schwach | 14.720.310 $ | +1.636.470 $ | +12,5 % | 1 | 13.083.840 $ | -3.591.220 $ | -21,5 % | 1 | 16.675.060 $ | +16.675.060 $ | 1 | |
| BERKLEY W R CORP | WRB | → 0 | Neutral | 10.562.805 $ | +720.225 $ | +7,3 % | 1 | 9.842.580 $ | -570.240 $ | -5,5 % | 1 | 10.412.820 $ | +10.412.820 $ | 1 | |
| Apple Inc. | AAPL | → 0 | Neutral | 8.796.544 $ | +1.081.328 $ | +14,0 % | 1 | 7.715.216 $ | -549.328 $ | -6,6 % | 1 | 8.264.544 $ | +8.264.544 $ | 1 | |
| SILGAN HOLDINGS INC | SLGN | → 0 | Stark | 6.438.932 $ | +1.053.492 $ | +19,6 % | 1 | 5.385.440 $ | -217.916 $ | -3,9 % | 1 | 5.603.356 $ | +5.603.356 $ | 1 | |
| TRACTOR SUPPLY CO /DE/ | TSCO | → 0 | Neutral | 5.662.500 $ | -588.750 $ | -9,4 % | 1 | 6.251.250 $ | +6.251.250 $ | 1 | |||||
| Astera Labs, Inc. | ALAB | → 0 | Stark | 5.313.220 $ | +4.107.620 $ | +340,7 % | 1 | ||||||||
| CITIZENS FINANCIAL GROUP INC/RI | CFG | → 0 | Stark | 5.045.040 $ | +727.200 $ | +16,8 % | 1 | 4.317.840 $ | +112.320 $ | +2,7 % | 1 | 4.205.520 $ | +4.205.520 $ | 1 | |
| ANALOG DEVICES INC | ADI | → 0 | Stark | 4.737.047 $ | +942.591 $ | +24,8 % | 1 | ||||||||
| MARTEN TRANSPORT LTD | MRTN | → 0 | Neutral | 4.642.756 $ | +1.129.247 $ | +32,1 % | 1 | ||||||||
| Palo Alto Networks Inc | PANW | → 0 | Stark | 4.637.872 $ | +2.489.584 $ | +115,9 % | 1 | ||||||||
| ASML HOLDING NV | ASML | → 0 | Neutral | 4.277.296 $ | +1.437.511 $ | +50,6 % | 1 | ||||||||
| 86.443.342 $ | +21.560.588 $ | +62,8 % | 11 | 57.043.616 $ | -4.128.974 $ | -4,5 % | 7 | 61.172.590 $ | +61.172.590 $ | 7 | |||||