| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 488.058.864 $ | +158.932.244 $ | +77,9 % | 12 | 235.855.492 $ | +24.368.785 $ | +26,8 % | 6 | 159.713.086 $ | +10.854.769 $ | +17,1 % | 3 | 168.652.802 $ | +22.910.912 $ | +12,1 % | 4 | ||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 121.334.392 $ | +17.190.736 $ | +16,5 % | 1 | 104.143.656 $ | -3.834.633 $ | -3,6 % | 1 | 107.978.289 $ | +589.117 $ | +0,5 % | 1 | 107.389.172 $ | +17.959.670 $ | +20,1 % | 1 |
| Seagate Technology Holdings plc | STX | → 0 | Stark | 45.612.720 $ | +28.226.395 $ | +162,3 % | 1 | ||||||||||||
| Bloom Energy Corp | BE | → 0 | Neutral | 42.635.295 $ | +25.194.345 $ | +144,5 % | 1 | ||||||||||||
| COMFORT SYSTEMS USA INC | FIX | → 0 | Sehr stark | 40.348.828 $ | +13.041.771 $ | +47,8 % | 1 | 27.307.057 $ | +9.324.210 $ | +51,9 % | 1 | ||||||||
| EMCOR Group, Inc. | EME | → 0 | Stark | 33.962.346 $ | +4.126.209 $ | +13,8 % | 1 | 29.836.137 $ | +6.028.746 $ | +25,3 % | 1 | 23.807.391 $ | +2.191.160 $ | +10,1 % | 1 | 21.616.231 $ | +4.167.444 $ | +23,9 % | 1 |
| Vertiv Holdings Co | VRT | → 0 | Neutral | 33.446.429 $ | +9.621.835 $ | +40,4 % | 1 | 23.824.594 $ | +9.441.547 $ | +65,6 % | 1 | ||||||||
| CARPENTER TECHNOLOGY CORP | CRS | → 0 | Neutral | 32.428.934 $ | +13.177.553 $ | +68,4 % | 1 | ||||||||||||
| QUANTA SERVICES, INC. | PWR | → 0 | Stark | 31.399.760 $ | +5.943.700 $ | +23,3 % | 1 | 25.456.060 $ | +6.048.333 $ | +31,2 % | 1 | 19.794.485 $ | -250.283 $ | -1,2 % | 1 | ||||
| ELI LILLY & Co | LLY | → 0 | Neutral | 31.277.395 $ | +5.989.407 $ | +23,7 % | 1 | 25.287.988 $ | -2.639.418 $ | -9,5 % | 1 | 27.927.406 $ | +8.074.492 $ | +40,7 % | 1 | 19.852.914 $ | +1.034.081 $ | +5,5 % | 1 |
| ARGAN INC | AGX | → 0 | Stark | 30.541.974 $ | +14.266.352 $ | +87,7 % | 1 | ||||||||||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 22.987.695 $ | +16.851.169 $ | +274,6 % | 1 | ||||||||||||
| Howmet Aerospace Inc. | HWM | → 0 | Neutral | 22.083.096 $ | +5.302.772 $ | +31,6 % | 1 | ||||||||||||
| 488.058.864 $ | +158.932.244 $ | +77,9 % | 12 | 235.855.492 $ | +24.368.785 $ | +26,8 % | 6 | 159.713.086 $ | +10.854.769 $ | +17,1 % | 3 | 168.652.802 $ | +22.910.912 $ | +12,1 % | 4 | ||||