| 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 | ||||
| 158.636.290 $ | +33.028.322 $ | +29,3 % | 19 | 125.607.968 $ | +16.190.060 $ | +14,2 % | 18 | 117.574.291 $ | +117.574.291 $ | 19 | |||||
| COHERENT CORP. | COHR | → 0 | Neutral | 28.729.250 $ | +7.290.826 $ | +34,0 % | 1 | 21.438.424 $ | +1.261.601 $ | +6,3 % | 1 | 20.176.823 $ | +20.176.823 $ | 1 | |
| GRAHAM CORP | GHM | → 0 | Neutral | 22.410.323 $ | +6.481.189 $ | +40,7 % | 1 | 15.929.134 $ | +1.850.303 $ | +13,1 % | 1 | 14.078.831 $ | +14.078.831 $ | 1 | |
| MERCURY SYSTEMS INC | MRCY | → 0 | Neutral | 12.526.959 $ | +4.606.600 $ | +58,2 % | 1 | 7.920.359 $ | -1.047.897 $ | -11,7 % | 1 | 8.968.256 $ | +8.968.256 $ | 1 | |
| GXO Logistics, Inc. | GXO | → 0 | Neutral | 10.455.658 $ | +3.009 $ | +0,0 % | 1 | 10.452.649 $ | -159.259 $ | -1,5 % | 1 | 10.611.908 $ | +10.611.908 $ | 1 | |
| QXO, Inc. | QXO | → 0 | Neutral | 8.802.849 $ | +6.369.309 $ | +261,7 % | 1 | 2.433.540 $ | +16.291 $ | +0,7 % | 1 | 2.417.249 $ | +2.417.249 $ | 1 | |
| WESTLAKE CORP | WLK | → 0 | Stark | 5.216.945 $ | -3.227.155 $ | -38,2 % | 1 | 8.444.100 $ | +3.099.495 $ | +58,0 % | 1 | 5.344.605 $ | +5.344.605 $ | 1 | |
| CF Industries Holdings, Inc. | CF | → 0 | Sehr stark | 6.199.509 $ | -1.235.779 $ | -16,6 % | 1 | 7.435.288 $ | +2.806.257 $ | +60,6 % | 1 | 4.629.031 $ | +4.629.031 $ | 1 | |
| Cadre Holdings, Inc. | CDRE | → 0 | Schwach | 7.338.731 $ | +781.556 $ | +11,9 % | 1 | 6.557.175 $ | -806.481 $ | -11,0 % | 1 | 7.363.656 $ | +7.363.656 $ | 1 | |
| Sunbelt Rentals Holdings, Inc. | SUNB | → 0 | Sehr stark | 6.855.813 $ | +1.244.186 $ | +22,2 % | 1 | 5.611.627 $ | +5.611.627 $ | 1 | |||||
| Enpro Inc. | NPO | → 0 | Neutral | 6.846.933 $ | +896.251 $ | +15,1 % | 1 | 5.950.682 $ | +101.721 $ | +1,7 % | 1 | 5.848.961 $ | +5.848.961 $ | 1 | |
| Westrock Coffee Co | WEST | → 0 | Schwach | 6.803.041 $ | +3.237.945 $ | +90,8 % | 1 | 3.565.096 $ | +557.989 $ | +18,6 % | 1 | 3.007.107 $ | +3.007.107 $ | 1 | |
| XPO, Inc. | XPO | → 0 | Neutral | 6.634.562 $ | -166.906 $ | -2,5 % | 1 | 6.801.468 $ | +1.148.563 $ | +20,3 % | 1 | 5.652.905 $ | +5.652.905 $ | 1 | |
| TYLER TECHNOLOGIES INC | TYL | → 0 | Neutral | 6.766.355 $ | +1.017.110 $ | +17,7 % | 1 | 5.749.245 $ | +3.069.124 $ | +114,5 % | 1 | 2.680.121 $ | +2.680.121 $ | 1 | |
| Distribution Solutions Group, Inc. | DSGR | → 0 | Neutral | 5.938.588 $ | +241.018 $ | +4,2 % | 1 | 5.697.570 $ | +743.486 $ | +15,0 % | 1 | 4.954.084 $ | +4.954.084 $ | 1 | |
| ADOBE INC. | ADBE | → 0 | Neutral | 4.705.414 $ | +4.705.414 $ | 1 | |||||||||
| SUMISHO AIR LEASE CORP | AL | → 0 | 4.552.168 $ | +4.552.168 $ | 1 | ||||||||||
| Ulta Beauty, Inc. | ULTA | → 0 | Neutral | 2.255.351 $ | -52.414 $ | -2,3 % | 1 | 2.307.765 $ | -2.000.511 $ | -46,4 % | 1 | 4.308.276 $ | +4.308.276 $ | 1 | |
| Avantor, Inc. | AVTR | → 0 | Schwach | 4.107.490 $ | +854.690 $ | +26,3 % | 1 | 3.252.800 $ | -661.993 $ | -16,9 % | 1 | 3.914.793 $ | +3.914.793 $ | 1 | |
| EVERETT HARRIS & CO /CA/ | → 0 | 3.604.215 $ | +3.604.215 $ | 1 | |||||||||||
| Phillips 66 | PSX | → 0 | Stark | 3.173.196 $ | -416.114 $ | -11,6 % | 1 | 3.589.310 $ | +569.516 $ | +18,9 % | 1 | 3.019.794 $ | +3.019.794 $ | 1 | |
| Smurfit Westrock plc | SW | → 0 | Stark | 2.869.323 $ | +397.587 $ | +16,1 % | 1 | 2.471.736 $ | +30.228 $ | +1,2 % | 1 | 2.441.508 $ | +2.441.508 $ | 1 | |
| 158.636.290 $ | +33.028.322 $ | +29,3 % | 19 | 125.607.968 $ | +16.190.060 $ | +14,2 % | 18 | 117.574.291 $ | +117.574.291 $ | 19 | |||||