| 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 | ||||
| 216.083.194 $ | +49.581.460 $ | +30,8 % | 22 | 171.429.776 $ | -1.353.590 $ | -2,2 % | 21 | 181.752.511 $ | +181.752.511 $ | 20 | |||||
| B2GOLD CORP | BTG | → 0 | Sehr schwach | 27.083.895 $ | +4.757.375 $ | +21,3 % | 1 | 22.326.520 $ | -3.985.528 $ | -15,1 % | 1 | 26.312.048 $ | +26.312.048 $ | 1 | |
| CLOROX CO /DE/ | CLX | → 0 | Stark | 25.178.127 $ | +10.694.291 $ | +73,8 % | 1 | 14.483.836 $ | +2.606.278 $ | +21,9 % | 1 | 11.877.558 $ | +11.877.558 $ | 1 | |
| Axalta Coating Systems Ltd. | AXTA | → 0 | Neutral | 22.095.731 $ | +9.841.694 $ | +80,3 % | 1 | 12.254.037 $ | -1.081.931 $ | -8,1 % | 1 | 13.335.968 $ | +13.335.968 $ | 1 | |
| Science Applications International Corp | SAIC | → 0 | Stark | 19.311.427 $ | +7.768.147 $ | +67,3 % | 1 | 11.543.280 $ | +2.457.269 $ | +27,0 % | 1 | 9.086.011 $ | +9.086.011 $ | 1 | |
| Allison Transmission Holdings Inc | ALSN | → 0 | Stark | 17.610.437 $ | +6.140.965 $ | +53,5 % | 1 | 11.469.472 $ | -2.109.885 $ | -15,5 % | 1 | 13.579.357 $ | +13.579.357 $ | 1 | |
| TechnipFMC plc | FTI | → 0 | Sehr stark | 4.387.737 $ | -8.733.059 $ | -66,6 % | 1 | 13.120.796 $ | -2.379.338 $ | -15,4 % | 1 | 15.500.134 $ | +15.500.134 $ | 1 | |
| ENERGIZER HOLDINGS, INC. | ENR | → 0 | Neutral | 13.829.223 $ | +4.836.181 $ | +53,8 % | 1 | 8.993.042 $ | +663.101 $ | +8,0 % | 1 | 8.329.941 $ | +8.329.941 $ | 1 | |
| Sibanye Stillwater Ltd | SBSW | → 0 | 13.485.562 $ | +2.696.344 $ | +25,0 % | 1 | 10.789.218 $ | -302.953 $ | -2,7 % | 1 | 11.092.171 $ | +11.092.171 $ | 1 | ||
| GENTEX CORP | GNTX | → 0 | Stark | 10.529.786 $ | +3.836.125 $ | +57,3 % | 1 | 6.693.661 $ | +580.741 $ | +9,5 % | 1 | 6.112.920 $ | +6.112.920 $ | 1 | |
| Ero Copper Corp. | ERO | → 0 | Neutral | 5.953.669 $ | -199.094 $ | -3,2 % | 1 | 6.152.763 $ | -3.813.387 $ | -38,3 % | 1 | 9.966.150 $ | +9.966.150 $ | 1 | |
| RANGE RESOURCES CORP | RRC | → 0 | Stark | 9.315.224 $ | +1.325.156 $ | +16,6 % | 1 | 7.990.068 $ | +2.409.354 $ | +43,2 % | 1 | 5.580.714 $ | +5.580.714 $ | 1 | |
| SunCar Technology Group Inc. | SDA | → 0 | 8.969.145 $ | +8.969.145 $ | 1 | ||||||||||
| BORGWARNER INC | BWA | → 0 | Stark | 6.268.683 $ | -2.171.589 $ | -25,7 % | 1 | 8.440.272 $ | -88.627 $ | -1,0 % | 1 | 8.528.899 $ | +8.528.899 $ | 1 | |
| MOLSON COORS BEVERAGE CO | TAP | → 0 | Stark | 6.550.957 $ | -94.340 $ | -1,4 % | 1 | 6.645.297 $ | -1.002.244 $ | -13,1 % | 1 | 7.647.541 $ | +7.647.541 $ | 1 | |
| CAMPBELL'S Co | CPB | → 0 | Neutral | 6.337.334 $ | +1.284.139 $ | +25,4 % | 1 | 5.053.195 $ | -997.665 $ | -16,5 % | 1 | 6.050.860 $ | +6.050.860 $ | 1 | |
| STEEL DYNAMICS INC | STLD | → 0 | Stark | 4.928.042 $ | -584.746 $ | -10,6 % | 1 | 5.512.788 $ | +5.512.788 $ | 1 | |||||
| VALVOLINE INC | VVV | → 0 | Stark | 5.510.587 $ | +1.662.581 $ | +43,2 % | 1 | 3.848.006 $ | +254.631 $ | +7,1 % | 1 | 3.593.375 $ | +3.593.375 $ | 1 | |
| Core Laboratories Inc. /DE/ | CLB | → 0 | Stark | 3.062.961 $ | -1.691.731 $ | -35,6 % | 1 | 4.754.692 $ | -261.456 $ | -5,2 % | 1 | 5.016.148 $ | +5.016.148 $ | 1 | |
| VAIL RESORTS INC | MTN | → 0 | Neutral | 4.588.630 $ | +1.393.576 $ | +43,6 % | 1 | 3.195.054 $ | +3.195.054 $ | 1 | |||||
| Lamb Weston Holdings, Inc. | LW | → 0 | Neutral | 4.495.525 $ | +337.160 $ | +8,1 % | 1 | 4.158.365 $ | +145.246 $ | +3,6 % | 1 | 4.013.119 $ | +4.013.119 $ | 1 | |
| AGCO CORP /DE | AGCO | → 0 | Stark | 3.651.502 $ | +381.417 $ | +11,7 % | 1 | 3.270.085 $ | +3.270.085 $ | 1 | |||||
| ADVANCE AUTO PARTS INC | AAP | → 0 | Sehr schwach | 3.533.640 $ | +2.213.565 $ | +167,7 % | 1 | 1.320.075 $ | -327.589 $ | -19,9 % | 1 | 1.647.664 $ | +1.647.664 $ | 1 | |
| Pharming Group N.V. | PHAR | → 0 | 2.949.431 $ | +2.949.431 $ | 1 | ||||||||||
| 3M CO | MMM | → 0 | Stark | 353.126 $ | +353.126 $ | 1 | |||||||||
| 216.083.194 $ | +49.581.460 $ | +30,8 % | 22 | 171.429.776 $ | -1.353.590 $ | -2,2 % | 21 | 181.752.511 $ | +181.752.511 $ | 20 | |||||