| 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 | ||||
| 382.617.733 $ | +136.471.296 $ | +50,0 % | 28 | 298.208.741 $ | +144.909.322 $ | +22,7 % | 29 | 271.934.505 $ | +271.934.505 $ | 29 | |||||
| Crane Co | CR | → 0 | Stark | 32.491.930 $ | +13.004.086 $ | +66,7 % | 1 | 19.487.844 $ | +884.021 $ | +4,8 % | 1 | 18.603.823 $ | +18.603.823 $ | 1 | |
| FEDERAL SIGNAL CORP /DE/ | FSS | → 0 | Stark | 31.346.163 $ | +11.951.253 $ | +61,6 % | 1 | 19.394.910 $ | +19.394.910 $ | 1 | |||||
| TELEDYNE TECHNOLOGIES INC | TDY | → 0 | Neutral | 28.430.614 $ | +28.430.614 $ | 1 | |||||||||
| IDEX CORP /DE/ | IEX | → 0 | Neutral | 27.520.184 $ | +12.880.858 $ | +88,0 % | 1 | 14.639.326 $ | -2.436.864 $ | -14,3 % | 1 | 17.076.190 $ | +17.076.190 $ | 1 | |
| Enpro Inc. | NPO | → 0 | Neutral | 25.212.848 $ | +5.554.118 $ | +28,3 % | 1 | 19.658.730 $ | +8.486.496 $ | +76,0 % | 1 | 11.172.234 $ | +11.172.234 $ | 1 | |
| TIMKEN CO | TKR | → 0 | Neutral | 24.789.558 $ | +8.775.193 $ | +54,8 % | 1 | 16.014.365 $ | +16.014.365 $ | 1 | |||||
| ESCO TECHNOLOGIES INC | ESE | → 0 | Stark | 14.902.953 $ | -8.660.096 $ | -36,8 % | 1 | 23.563.049 $ | +23.563.049 $ | 1 | |||||
| Sensata Technologies Holding plc | ST | → 0 | Neutral | 23.214.721 $ | +2.588.937 $ | +12,6 % | 1 | 20.625.784 $ | +20.625.784 $ | 1 | |||||
| Fortive Corp | FTV | → 0 | Neutral | 21.059.800 $ | +21.059.800 $ | 1 | |||||||||
| ASTRONICS CORP | ATRO | → 0 | Neutral | 13.721.238 $ | +2.019.065 $ | +17,3 % | 1 | 11.702.173 $ | -7.956.031 $ | -40,5 % | 1 | 19.658.204 $ | +19.658.204 $ | 1 | |
| GRIFFON CORP | GFF | → 0 | Neutral | 16.417.615 $ | -1.752.967 $ | -9,6 % | 1 | 18.170.582 $ | +6.185.590 $ | +51,6 % | 1 | 11.984.992 $ | +11.984.992 $ | 1 | |
| MDA Space Ltd. | MDA | → 0 | 17.646.457 $ | +11.663.974 $ | +195,0 % | 1 | 5.982.483 $ | +5.982.483 $ | 1 | ||||||
| BALCHEM CORP | BCPC | → 0 | Stark | 10.232.795 $ | -4.623.483 $ | -31,1 % | 1 | 14.856.278 $ | -2.087.242 $ | -12,3 % | 1 | 16.943.520 $ | +16.943.520 $ | 1 | |
| CASELLA WASTE SYSTEMS INC | CWST | → 0 | Neutral | 16.765.956 $ | +16.765.956 $ | 1 | |||||||||
| Vontier Corp | VNT | → 0 | Stark | 15.517.465 $ | +15.517.465 $ | 1 | |||||||||
| GREENBRIER COMPANIES INC | GBX | → 0 | Stark | 15.217.903 $ | +8.869.255 $ | +139,7 % | 1 | 6.348.648 $ | +6.348.648 $ | 1 | |||||
| VALMONT INDUSTRIES INC | VMI | → 0 | Neutral | 3.867.038 $ | -11.143.924 $ | -74,2 % | 1 | 15.010.962 $ | +15.010.962 $ | 1 | |||||
| Solstice Advanced Materials Inc. | SOLS | → 0 | Neutral | 13.577.624 $ | +13.577.624 $ | 1 | |||||||||
| Core & Main, Inc. | CNM | → 0 | Stark | 13.482.421 $ | +13.482.421 $ | 1 | |||||||||
| TUTOR PERINI CORP | TPC | → 0 | Stark | 12.063.838 $ | -599.336 $ | -4,7 % | 1 | 12.663.174 $ | +12.663.174 $ | 1 | |||||
| Cellebrite DI Ltd. | CLBT | → 0 | 11.765.351 $ | +1.283.277 $ | +12,2 % | 1 | 10.482.074 $ | +10.482.074 $ | 1 | ||||||
| IPG PHOTONICS CORP | IPGP | → 0 | Neutral | 11.125.456 $ | +11.125.456 $ | 1 | |||||||||
| Ecovyst Inc. | ECVT | → 0 | Neutral | 10.486.597 $ | +10.486.597 $ | 1 | |||||||||
| FULLER H B CO | FUL | → 0 | Neutral | 10.048.264 $ | +10.048.264 $ | 1 | |||||||||
| MSC INDUSTRIAL DIRECT CO INC | MSM | → 0 | Neutral | 10.045.240 $ | +10.045.240 $ | 1 | |||||||||
| BEL FUSE INC /NJ | BELFA | → 0 | Stark | 9.872.206 $ | +9.872.206 $ | 1 | |||||||||
| Hillman Solutions Corp. | HLMN | → 0 | Neutral | 9.355.192 $ | +1.942.305 $ | +26,2 % | 1 | 7.412.887 $ | +976.351 $ | +15,2 % | 1 | 6.436.536 $ | +6.436.536 $ | 1 | |
| Mayville Engineering Company, Inc. | MEC | → 0 | Neutral | 8.824.827 $ | +4.616.000 $ | +109,7 % | 1 | 4.208.827 $ | +313.158 $ | +8,0 % | 1 | 3.895.669 $ | +3.895.669 $ | 1 | |
| METHODE ELECTRONICS INC | MEI | → 0 | Neutral | 8.376.811 $ | +8.376.811 $ | 1 | |||||||||
| SPX Technologies, Inc. | SPXC | → 0 | Neutral | 8.118.164 $ | +8.118.164 $ | 1 | |||||||||
| MITEK SYSTEMS INC | MITK | → 0 | Stark | 7.259.582 $ | +2.067.170 $ | +39,8 % | 1 | 5.192.412 $ | +1.086.173 $ | +26,5 % | 1 | 4.106.239 $ | +4.106.239 $ | 1 | |
| RB GLOBAL INC. | RBA | → 0 | Neutral | 6.924.797 $ | +6.924.797 $ | 1 | |||||||||
| UNITED STATES LIME & MINERALS INC | USLM | → 0 | Neutral | 1.308.061 $ | -3.794.610 $ | -74,4 % | 1 | 5.102.671 $ | -1.594.507 $ | -23,8 % | 1 | 6.697.178 $ | +6.697.178 $ | 1 | |
| ASTEC INDUSTRIES INC | ASTE | → 0 | Neutral | 6.679.875 $ | +6.679.875 $ | 1 | |||||||||
| ESAB Corp | ESAB | → 0 | Schwach | 6.625.443 $ | +6.625.443 $ | 1 | |||||||||
| M-tron Industries, Inc. | MPTI | → 0 | 6.613.404 $ | +3.746.334 $ | +130,7 % | 1 | 2.867.070 $ | +2.867.070 $ | 1 | ||||||
| STANDARD MOTOR PRODUCTS, INC. | SMP | → 0 | Neutral | 1.658.602 $ | -4.330.401 $ | -72,3 % | 1 | 5.989.003 $ | -581.757 $ | -8,9 % | 1 | 6.570.760 $ | +6.570.760 $ | 1 | |
| Gates Industrial Corp Ltd. | GTES | → 0 | Neutral | 5.009.986 $ | +5.009.986 $ | 1 | |||||||||
| BELDEN INC. | BDC | → 0 | Neutral | 4.937.414 $ | +4.937.414 $ | 1 | |||||||||
| NWPX Infrastructure, Inc. | NWPX | → 0 | Neutral | 4.591.013 $ | +244.479 $ | +5,6 % | 1 | 4.346.534 $ | +838.657 $ | +23,9 % | 1 | 3.507.877 $ | +3.507.877 $ | 1 | |
| FREQUENCY ELECTRONICS INC | FEIM | → 0 | Neutral | 4.383.479 $ | +3.586.975 $ | +450,3 % | 1 | 796.504 $ | +796.504 $ | 1 | |||||
| GIBRALTAR INDUSTRIES, INC. | ROCK | → 0 | Neutral | 4.201.142 $ | +4.201.142 $ | 1 | |||||||||
| Zuckerman Investment Group, LLC | → 0 | 3.900.176 $ | +910.419 $ | +30,5 % | 1 | 2.989.757 $ | -1.206.437 $ | -28,8 % | 1 | 4.196.194 $ | +4.196.194 $ | 1 | |||
| UNIFIRST CORP | UNF | → 0 | Neutral | 3.771.195 $ | +3.771.195 $ | 1 | |||||||||
| MATRIX SERVICE CO | MTRX | → 0 | Neutral | 3.491.585 $ | +2.401.192 $ | +220,2 % | 1 | 1.090.393 $ | +1.090.393 $ | 1 | |||||
| PREFORMED LINE PRODUCTS CO | PLPC | → 0 | Neutral | 3.186.228 $ | +3.186.228 $ | 1 | |||||||||
| Dorman Products, Inc. | DORM | → 0 | Neutral | 1.998.019 $ | +1.998.019 $ | 1 | |||||||||
| Latham Group, Inc. | SWIM | → 0 | Neutral | 1.277.893 $ | +1.277.893 $ | 1 | |||||||||
| 382.617.733 $ | +136.471.296 $ | +50,0 % | 28 | 298.208.741 $ | +144.909.322 $ | +22,7 % | 29 | 271.934.505 $ | +271.934.505 $ | 29 | |||||