| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 1.008.777.237 $ | +696.602.482 $ | +159,1 % | 79 | 498.939.603 $ | +498.939.603 $ | 49 | |||||
| Aramark | ARMK | → 0 | Neutral | 102.291.406 $ | +51.990.671 $ | +103,4 % | 1 | 50.300.735 $ | +50.300.735 $ | 1 | |
| Performance Food Group Co | PFGC | → 0 | Stark | 58.703.500 $ | +18.637.663 $ | +46,5 % | 1 | 40.065.837 $ | +40.065.837 $ | 1 | |
| Life Time Group Holdings, Inc. | LTH | → 0 | Stark | 53.850.154 $ | +20.997.929 $ | +63,9 % | 1 | 32.852.225 $ | +32.852.225 $ | 1 | |
| AMAZON COM INC | AMZN | → 0 | Stark | 44.993.349 $ | +27.453.891 $ | +156,5 % | 1 | 17.539.458 $ | +17.539.458 $ | 1 | |
| Meta Platforms, Inc. | META | → 0 | Neutral | 42.595.427 $ | +32.052.787 $ | +304,0 % | 1 | 10.542.640 $ | +10.542.640 $ | 1 | |
| VISA INC. | V | → 0 | Stark | 35.349.935 $ | +9.011.532 $ | +34,2 % | 1 | 26.338.403 $ | +26.338.403 $ | 1 | |
| EQUINIX INC | EQIX | → 0 | Neutral | 29.997.899 $ | +11.128.279 $ | +59,0 % | 1 | 18.869.620 $ | +18.869.620 $ | 1 | |
| AMPHENOL CORP /DE/ | APH | → 0 | Stark | 26.829.733 $ | +14.404.600 $ | +115,9 % | 1 | 12.425.133 $ | +12.425.133 $ | 1 | |
| CARVANA CO. | CVNA | → 0 | Neutral | 24.365.511 $ | +18.764.203 $ | +335,0 % | 1 | 5.601.308 $ | +5.601.308 $ | 1 | |
| NETFLIX INC | NFLX | → 0 | Neutral | 20.459.566 $ | +20.459.566 $ | 1 | |||||
| CUMMINS INC | CMI | → 0 | Neutral | 20.378.549 $ | +20.378.549 $ | 1 | |||||
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 20.356.829 $ | +14.625.596 $ | +255,2 % | 1 | 5.731.233 $ | +5.731.233 $ | 1 | |
| ROSS STORES, INC. | ROST | → 0 | Stark | 18.549.160 $ | +18.549.160 $ | 1 | |||||
| Unity Software Inc. | U | → 0 | Neutral | 17.563.125 $ | +11.675.833 $ | +198,3 % | 1 | 5.887.292 $ | +5.887.292 $ | 1 | |
| Primoris Services Corp | PRIM | → 0 | Neutral | 4.324.606 $ | -12.490.747 $ | -74,3 % | 1 | 16.815.353 $ | +16.815.353 $ | 1 | |
| DoorDash, Inc. | DASH | → 0 | Schwach | 16.553.633 $ | +16.553.633 $ | 1 | |||||
| Snowflake Inc. | SNOW | → 0 | Neutral | 16.505.852 $ | +16.505.852 $ | 1 | |||||
| ASML HOLDING NV | ASML | → 0 | Sehr stark | 16.452.669 $ | +10.708.379 $ | +186,4 % | 1 | 5.744.290 $ | +5.744.290 $ | 1 | |
| FLEX LTD. | FLEX | → 0 | Neutral | 16.213.807 $ | +16.213.807 $ | 1 | |||||
| DYCOM INDUSTRIES INC | DY | → 0 | Neutral | 15.220.133 $ | +15.220.133 $ | 1 | |||||
| Credo Technology Group Holding Ltd | CRDO | → 0 | Schwach | 14.852.277 $ | +14.852.277 $ | 1 | |||||
| SLB LIMITED/NV | SLB | → 0 | Stark | 14.746.052 $ | +14.746.052 $ | 1 | |||||
| Gildan Activewear Inc. | GIL | → 0 | Schwach | 14.651.252 $ | +14.651.252 $ | 1 | |||||
| Baker Hughes Co | BKR | → 0 | Neutral | 14.533.380 $ | +14.533.380 $ | 1 | |||||
| Nutanix, Inc. | NTNX | → 0 | Neutral | 14.430.598 $ | +12.006.776 $ | +495,4 % | 1 | 2.423.822 $ | +2.423.822 $ | 1 | |
| INTUIT INC. | INTU | → 0 | Neutral | 14.294.915 $ | +14.294.915 $ | 1 | |||||
| AXON ENTERPRISE, INC. | AXON | → 0 | Neutral | 13.751.203 $ | +13.751.203 $ | 1 | |||||
| VEEVA SYSTEMS INC | VEEV | → 0 | Neutral | 9.063.925 $ | -3.899.256 $ | -30,1 % | 1 | 12.963.181 $ | +12.963.181 $ | 1 | |
| Spotify Technology S.A. | SPOT | → 0 | Neutral | 12.580.162 $ | +12.580.162 $ | 1 | |||||
| WESTERN DIGITAL CORP | WDC | → 0 | Stark | 12.391.168 $ | +10.223.732 $ | +471,7 % | 1 | 2.167.436 $ | +2.167.436 $ | 1 | |
| Amer Sports, Inc. | AS | → 0 | Schwach | 11.720.450 $ | +11.720.450 $ | 1 | |||||
| FEDEX CORP | FDX | → 0 | Neutral | 11.694.458 $ | +11.694.458 $ | 1 | |||||
| Target Hospitality Corp. | TH | → 0 | Schwach | 11.322.053 $ | +10.044.281 $ | +786,1 % | 1 | 1.277.772 $ | +1.277.772 $ | 1 | |
| STMicroelectronics N.V. | STM | → 0 | Sehr stark | 10.911.623 $ | +10.911.623 $ | 1 | |||||
| MODINE MANUFACTURING CO | MOD | → 0 | Neutral | 10.593.217 $ | +10.593.217 $ | 1 | |||||
| LPL Financial Holdings Inc. | LPLA | → 0 | Neutral | 10.548.634 $ | +5.538.010 $ | +110,5 % | 1 | 5.010.624 $ | +5.010.624 $ | 1 | |
| CLEAN HARBORS INC | CLH | → 0 | Neutral | 10.381.264 $ | +10.381.264 $ | 1 | |||||
| Bloom Energy Corp | BE | → 0 | Stark | 10.351.129 $ | +3.112.711 $ | +43,0 % | 1 | 7.238.418 $ | +7.238.418 $ | 1 | |
| DARLING INGREDIENTS INC. | DAR | → 0 | Stark | 10.342.734 $ | +10.342.734 $ | 1 | |||||
| Knight-Swift Transportation Holdings Inc. | KNX | → 0 | Stark | 10.278.491 $ | +10.278.491 $ | 1 | |||||
| Mastercard Inc | MA | → 0 | Neutral | 10.191.878 $ | +10.191.878 $ | 1 | |||||
| Palo Alto Networks Inc | PANW | → 0 | Neutral | 10.110.561 $ | +10.110.561 $ | 1 | |||||
| Zoom Communications, Inc. | ZM | → 0 | Stark | 10.025.597 $ | +10.025.597 $ | 1 | |||||
| DEVON ENERGY CORP/DE | DVN | → 0 | Sehr stark | 9.654.211 $ | +9.654.211 $ | 1 | |||||
| KKR & Co. Inc. | KKR | → 0 | Schwach | 9.589.358 $ | +9.589.358 $ | 1 | |||||
| MKS INC | MKSI | → 0 | Neutral | 9.371.046 $ | +912.659 $ | +10,8 % | 1 | 8.458.387 $ | +8.458.387 $ | 1 | |
| Ultra Clean Holdings, Inc. | UCTT | → 0 | Neutral | 9.232.703 $ | +9.232.703 $ | 1 | |||||
| NXP Semiconductors N.V. | NXPI | → 0 | Neutral | 9.008.417 $ | +9.008.417 $ | 1 | |||||
| MERCADOLIBRE INC | MELI | → 0 | Neutral | 9.006.351 $ | +9.006.351 $ | 1 | |||||
| Lumentum Holdings Inc. | LITE | → 0 | Neutral | 8.538.534 $ | +8.538.534 $ | 1 | |||||
| BORGWARNER INC | BWA | → 0 | Stark | 8.083.138 $ | +8.083.138 $ | 1 | |||||
| Ferguson Enterprises Inc. /DE/ | FERG | → 0 | Stark | 7.983.544 $ | +7.983.544 $ | 1 | |||||
| Duolingo, Inc. | DUOL | → 0 | Neutral | 7.874.499 $ | +7.874.499 $ | 1 | |||||
| DHT Holdings, Inc. | DHT | → 0 | Sehr stark | 7.841.210 $ | +7.841.210 $ | 1 | |||||
| S&P Global Inc. | SPGI | → 0 | Neutral | 7.413.354 $ | -219.372 $ | -2,9 % | 1 | 7.632.726 $ | +7.632.726 $ | 1 | |
| OPENLANE, Inc. | OPLN | → 0 | Stark | 7.624.286 $ | +7.624.286 $ | 1 | |||||
| Hewlett Packard Enterprise Co | HPE | → 0 | Neutral | 7.589.171 $ | +7.589.171 $ | 1 | |||||
| INNIO N.V. | INIO | → 0 | 7.514.500 $ | +7.514.500 $ | 1 | ||||||
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Stark | 6.875.730 $ | -560.595 $ | -7,5 % | 1 | 7.436.325 $ | +7.436.325 $ | 1 | |
| GFL Environmental Inc. | GFL | → 0 | 6.891.356 $ | +6.891.356 $ | 1 | ||||||
| Mobileye Global Inc. | MBLY | → 0 | Neutral | 6.443.105 $ | +6.443.105 $ | 1 | |||||
| ATI INC | ATI | → 0 | Neutral | 6.371.258 $ | +6.371.258 $ | 1 | |||||
| Datadog, Inc. | DDOG | → 0 | Neutral | 6.264.677 $ | +6.264.677 $ | 1 | |||||
| DPC Holdings Ltd | DPC | → 0 | 6.206.090 $ | +6.206.090 $ | 1 | ||||||
| James Hardie Industries plc | JHX | → 0 | Schwach | 6.021.845 $ | +6.021.845 $ | 1 | |||||
| SENSIENT TECHNOLOGIES CORP | SXT | → 0 | Neutral | 5.524.255 $ | +5.524.255 $ | 1 | |||||
| SHOPIFY INC. | SHOP | → 0 | Neutral | 5.506.934 $ | +5.506.934 $ | 1 | |||||
| INTEL CORP | INTC | → 0 | Neutral | 5.344.478 $ | +5.344.478 $ | 1 | |||||
| SEMTECH CORP | SMTC | → 0 | Schwach | 5.231.154 $ | +3.781.777 $ | +260,9 % | 1 | 1.449.377 $ | +1.449.377 $ | 1 | |
| VICOR CORP | VICR | → 0 | Schwach | 5.183.997 $ | +5.183.997 $ | 1 | |||||
| Zscaler, Inc. | ZS | → 0 | Neutral | 5.128.968 $ | +5.128.968 $ | 1 | |||||
| NASDAQ, INC. | NDAQ | → 0 | Stark | 5.112.502 $ | +5.112.502 $ | 1 | |||||
| Baidu, Inc. | BIDU | → 0 | Sehr schwach | 5.094.020 $ | +5.094.020 $ | 1 | |||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 5.040.509 $ | +5.040.509 $ | 1 | |||||
| Cactus, Inc. | WHD | → 0 | Sehr stark | 5.024.536 $ | +5.024.536 $ | 1 | |||||
| Marvell Technology, Inc. | MRVL | → 0 | Stark | 5.009.318 $ | +5.009.318 $ | 1 | |||||
| Affirm Holdings, Inc. | AFRM | → 0 | Sehr schwach | 4.985.315 $ | +4.985.315 $ | 1 | |||||
| US Foods Holding Corp. | USFD | → 0 | Neutral | 4.983.766 $ | +4.983.766 $ | 1 | |||||
| VERISIGN INC/CA | VRSN | → 0 | Stark | 4.268.973 $ | -704.684 $ | -14,2 % | 1 | 4.973.657 $ | +4.973.657 $ | 1 | |
| Woodward, Inc. | WWD | → 0 | Stark | 4.929.573 $ | +4.929.573 $ | 1 | |||||
| Airbnb, Inc. | ABNB | → 0 | Neutral | 4.861.679 $ | +4.861.679 $ | 1 | |||||
| Shoals Technologies Group, Inc. | SHLS | → 0 | Sehr schwach | 4.816.981 $ | +4.816.981 $ | 1 | |||||
| Uber Technologies, Inc | UBER | → 0 | Schwach | 4.778.796 $ | +4.778.796 $ | 1 | |||||
| CANADIAN PACIFIC KANSAS CITY LTD/CN | CP | → 0 | Neutral | 4.417.016 $ | +4.417.016 $ | 1 | |||||
| NOKIA CORP | NOK | → 0 | Schwach | 4.100.346 $ | +1.670.843 $ | +68,8 % | 1 | 2.429.503 $ | +2.429.503 $ | 1 | |
| HUBSPOT INC | HUBS | → 0 | Neutral | 3.967.846 $ | +3.967.846 $ | 1 | |||||
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | WAB | → 0 | Stark | 3.962.850 $ | +3.962.850 $ | 1 | |||||
| American Airlines Group Inc. | AAL | → 0 | Sehr schwach | 3.961.631 $ | +3.961.631 $ | 1 | |||||
| TTM TECHNOLOGIES INC | TTMI | → 0 | Neutral | 3.666.153 $ | +3.666.153 $ | 1 | |||||
| FLOWSERVE CORP | FLS | → 0 | Stark | 3.654.086 $ | +3.654.086 $ | 1 | |||||
| COGNEX CORP | CGNX | → 0 | Schwach | 3.572.913 $ | +3.572.913 $ | 1 | |||||
| Broadcom Inc. | AVGO | → 0 | Stark | 3.489.725 $ | +3.489.725 $ | 1 | |||||
| SOLV Energy, Inc. | MWH | → 0 | 3.110.297 $ | +3.110.297 $ | 1 | ||||||
| COHERENT CORP. | COHR | → 0 | Neutral | 3.071.718 $ | +3.071.718 $ | 1 | |||||
| DIGITAL REALTY TRUST, INC. | DLR | → 0 | Neutral | 3.070.778 $ | +3.070.778 $ | 1 | |||||
| Limbach Holdings, Inc. | LMB | → 0 | Neutral | 2.894.045 $ | +2.894.045 $ | 1 | |||||
| BADGER METER INC | BMI | → 0 | Neutral | 2.049.721 $ | +2.049.721 $ | 1 | |||||
| CDW Corp | CDW | → 0 | Neutral | 2.034.709 $ | +2.034.709 $ | 1 | |||||
| ASE Technology Holding Co., Ltd. | ASX | → 0 | Neutral | 1.818.583 $ | +1.818.583 $ | 1 | |||||
| Pattern Group Inc. | PTRN | → 0 | Neutral | 1.790.268 $ | +1.790.268 $ | 1 | |||||
| VNET Group, Inc. | VNET | → 0 | Neutral | 1.642.158 $ | +1.642.158 $ | 1 | |||||
| Jumia Technologies AG | JMIA | → 0 | Sehr schwach | 1.247.307 $ | +1.247.307 $ | 1 | |||||
| UNIVERSAL TECHNICAL INSTITUTE INC | UTI | → 0 | Stark | 473.934 $ | +473.934 $ | 1 | |||||
| 1.008.777.237 $ | +696.602.482 $ | +159,1 % | 79 | 498.939.603 $ | +498.939.603 $ | 49 | |||||