Smart-Money-Cluster — wo mehrere Top-Fonds gleichzeitig zugreifen

Wenn das Smart Money gemeinsam zugreift

Hier stehen nur die Titel, die mehrere der historisch besten 13F-Fonds im selben Quartal NEU ins Portfolio genommen haben — kein Einzelkauf, sondern die Konvergenz mehrerer Adressen aus der unten definierten Spitzengruppe. Je Titel: wie viele Top-Fonds (Cluster-Stärke), Portfolio-Gewicht und der hauseigene GCS samt 26-Wochen-Trend.

Was ist ein „Top-Fonds"? Die rund 150 13F-Institutionen mit dem höchsten markt-relativen Median-Überschuss ihrer bisherigen Neukäufe (Ein-Jahres-Rendite je Kauf abzüglich des Markt-Medians desselben Tages, mindestens 20 ausgereifte Neukäufe seit 2021). „Mehrere greifen gleichzeitig zu" heißt: mindestens zwei dieser Top-Fonds haben denselben Titel im jüngsten gemeldeten 13F-Quartal neu eröffnet.

Gemessen ab der 13F-Meldefrist (Quartalsende + 45 Tage) — realistisch nachhandelbar, ohne Rückschau-Vorteil. Über die Toolbar lässt sich der Cluster nach Fonds oder Sektor umgruppieren; je Emittent führen die Kontext-Links direkt in die anderen Smart-Money-Reports.

Sektor
 └─ Aktie
  └─ Fonds (Track-Record)
SektorAktieTickerSektorFonds (Track-Record)RangHist. ExcessTreffernTop-Fonds-ClusterPortf.-Gewicht %Stimmkontrolle %GCSGCS-TrendMehr
TechnologieTechnologie131,255257,6—
ADVANCED MICRO DEVICES INCTechnologieADVANCED MICRO DEVICES INCAMDTechnologie131,305859,6—
Talos Eurisko Asset Management LPTechnologieADVANCED MICRO DEVICES INCAMDTechnologieTalos Eurisko Asset Management LP2+60.7 %86 %36135,9010059,6🔍 🎯 🏛️ 🏆
Seek First Inc.TechnologieADVANCED MICRO DEVICES INCAMDTechnologieSeek First Inc.21+30.0 %70 %20130,2510059,6🔍 🎯 🏛️ 🏆
O'Connor Financial Group LLCTechnologieADVANCED MICRO DEVICES INCAMDTechnologieO'Connor Financial Group LLC26+28.2 %78 %23130,1810059,6🔍 🎯 🏛️ 🏆
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTDTechnologieADVANCED MICRO DEVICES INCAMDTechnologieAGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD37+26.6 %61 %23130,7010059,6🔍 🎯 🏛️ 🏆
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.TechnologieADVANCED MICRO DEVICES INCAMDTechnologiePPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %21130,21059,6🔍 🎯 🏛️ 🏆
REIK & CO., LLCTechnologieADVANCED MICRO DEVICES INCAMDTechnologieREIK & CO., LLC50+25.0 %79 %53130,08059,6🔍 🎯 🏛️ 🏆
Avala Global LPTechnologieADVANCED MICRO DEVICES INCAMDTechnologieAvala Global LP117+20.4 %81 %58132,5410059,6🔍 🎯 🏛️ 🏆
PEREGRINE INVESTMENT MANAGEMENT INCTechnologieADVANCED MICRO DEVICES INCAMDTechnologiePEREGRINE INVESTMENT MANAGEMENT INC128+20.1 %60 %25136,1859,6🔍 🎯 🏛️ 🏆
Northwest Quadrant Wealth Management, LLCTechnologieADVANCED MICRO DEVICES INCAMDTechnologieNorthwest Quadrant Wealth Management, LLC132+20.1 %79 %87130,0910059,6🔍 🎯 🏛️ 🏆
Eldridge Investment Advisors, Inc.TechnologieADVANCED MICRO DEVICES INCAMDTechnologieEldridge Investment Advisors, Inc.135+20.0 %81 %72130,09059,6🔍 🎯 🏛️ 🏆
Albar Capital Partners LLPTechnologieADVANCED MICRO DEVICES INCAMDTechnologieAlbar Capital Partners LLP139+19.9 %72 %47130,3610059,6🔍 🎯 🏛️ 🏆
Mokosak Advisory Group, LLCTechnologieADVANCED MICRO DEVICES INCAMDTechnologieMokosak Advisory Group, LLC141+19.9 %73 %22130,15059,6🔍 🎯 🏛️ 🏆
Cherokee Insurance CoTechnologieADVANCED MICRO DEVICES INCAMDTechnologieCherokee Insurance Co142+19.9 %82 %119130,11059,6🔍 🎯 🏛️ 🏆
INTEL CORPTechnologieINTEL CORPINTCTechnologie110,343652,9—
O'Connor Financial Group LLCTechnologieINTEL CORPINTCTechnologieO'Connor Financial Group LLC26+28.2 %78 %23110,1110052,9🔍 🎯 🏛️ 🏆
McNamara Financial Services, Inc.TechnologieINTEL CORPINTCTechnologieMcNamara Financial Services, Inc.44+25.5 %84 %44110,05052,9🔍 🎯 🏛️ 🏆
REIK & CO., LLCTechnologieINTEL CORPINTCTechnologieREIK & CO., LLC50+25.0 %79 %53110,07052,9🔍 🎯 🏛️ 🏆
Blankinship & Foster, LLCTechnologieINTEL CORPINTCTechnologieBlankinship & Foster, LLC51+25.0 %78 %89110,22052,9🔍 🎯 🏛️ 🏆
Asset Allocation Strategies LLCTechnologieINTEL CORPINTCTechnologieAsset Allocation Strategies LLC86+21.7 %74 %35110,05052,9🔍 🎯 🏛️ 🏆
GOLDEN ROAD ADVISORS LLCTechnologieINTEL CORPINTCTechnologieGOLDEN ROAD ADVISORS LLC105+20.9 %73 %26110,62052,9🔍 🎯 🏛️ 🏆
Avala Global LPTechnologieINTEL CORPINTCTechnologieAvala Global LP117+20.4 %81 %58111,4210052,9🔍 🎯 🏛️ 🏆
LifePlan Investment Advisors, Inc.TechnologieINTEL CORPINTCTechnologieLifePlan Investment Advisors, Inc.118+20.4 %76 %33110,11052,9🔍 🎯 🏛️ 🏆
Northwest Quadrant Wealth Management, LLCTechnologieINTEL CORPINTCTechnologieNorthwest Quadrant Wealth Management, LLC132+20.1 %79 %87110,1210052,9🔍 🎯 🏛️ 🏆
Eldridge Investment Advisors, Inc.TechnologieINTEL CORPINTCTechnologieEldridge Investment Advisors, Inc.135+20.0 %81 %72110,05052,9🔍 🎯 🏛️ 🏆
Albar Capital Partners LLPTechnologieINTEL CORPINTCTechnologieAlbar Capital Partners LLP139+19.9 %72 %47110,8910052,9🔍 🎯 🏛️ 🏆
APPLIED MATERIALS INC /DETechnologieAPPLIED MATERIALS INC /DEAMATTechnologie100,753360,2—
Talos Eurisko Asset Management LPTechnologieAPPLIED MATERIALS INC /DEAMATTechnologieTalos Eurisko Asset Management LP2+60.7 %86 %36105,4810060,2🔍 🎯 🏛️ 🏆
O'Connor Financial Group LLCTechnologieAPPLIED MATERIALS INC /DEAMATTechnologieO'Connor Financial Group LLC26+28.2 %78 %23100,1010060,2🔍 🎯 🏛️ 🏆
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTDTechnologieAPPLIED MATERIALS INC /DEAMATTechnologieAGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD37+26.6 %61 %23100,6260,2🔍 🎯 🏛️ 🏆
McNamara Financial Services, Inc.TechnologieAPPLIED MATERIALS INC /DEAMATTechnologieMcNamara Financial Services, Inc.44+25.5 %84 %44100,06060,2🔍 🎯 🏛️ 🏆
REIK & CO., LLCTechnologieAPPLIED MATERIALS INC /DEAMATTechnologieREIK & CO., LLC50+25.0 %79 %53100,09060,2🔍 🎯 🏛️ 🏆
Flagstone Financial ManagementTechnologieAPPLIED MATERIALS INC /DEAMATTechnologieFlagstone Financial Management72+22.7 %82 %28100,10060,2🔍 🎯 🏛️ 🏆
GOLDEN ROAD ADVISORS LLCTechnologieAPPLIED MATERIALS INC /DEAMATTechnologieGOLDEN ROAD ADVISORS LLC105+20.9 %73 %26100,84060,2🔍 🎯 🏛️ 🏆
Northwest Quadrant Wealth Management, LLCTechnologieAPPLIED MATERIALS INC /DEAMATTechnologieNorthwest Quadrant Wealth Management, LLC132+20.1 %79 %87100,0710060,2🔍 🎯 🏛️ 🏆
Eldridge Investment Advisors, Inc.TechnologieAPPLIED MATERIALS INC /DEAMATTechnologieEldridge Investment Advisors, Inc.135+20.0 %81 %72100,05060,2🔍 🎯 🏛️ 🏆
Mokosak Advisory Group, LLCTechnologieAPPLIED MATERIALS INC /DEAMATTechnologieMokosak Advisory Group, LLC141+19.9 %73 %22100,08060,2🔍 🎯 🏛️ 🏆
MICRON TECHNOLOGY INCTechnologieMICRON TECHNOLOGY INCMUTechnologie101,413360,3—
Talos Eurisko Asset Management LPTechnologieMICRON TECHNOLOGY INCMUTechnologieTalos Eurisko Asset Management LP2+60.7 %86 %36103,3510060,3🔍 🎯 🏛️ 🏆
O'Connor Financial Group LLCTechnologieMICRON TECHNOLOGY INCMUTechnologieO'Connor Financial Group LLC26+28.2 %78 %23100,2410060,3🔍 🎯 🏛️ 🏆
Blankinship & Foster, LLCTechnologieMICRON TECHNOLOGY INCMUTechnologieBlankinship & Foster, LLC51+25.0 %78 %89100,23060,3🔍 🎯 🏛️ 🏆
GOLDEN ROAD ADVISORS LLCTechnologieMICRON TECHNOLOGY INCMUTechnologieGOLDEN ROAD ADVISORS LLC105+20.9 %73 %26101,47060,3🔍 🎯 🏛️ 🏆
LifePlan Investment Advisors, Inc.TechnologieMICRON TECHNOLOGY INCMUTechnologieLifePlan Investment Advisors, Inc.118+20.4 %76 %33100,19060,3🔍 🎯 🏛️ 🏆
VAUGHAN & Co SECURITIES, INC.TechnologieMICRON TECHNOLOGY INCMUTechnologieVAUGHAN & Co SECURITIES, INC.121+20.2 %82 %51100,5710060,3🔍 🎯 🏛️ 🏆
PEREGRINE INVESTMENT MANAGEMENT INCTechnologieMICRON TECHNOLOGY INCMUTechnologiePEREGRINE INVESTMENT MANAGEMENT INC128+20.1 %60 %25107,6860,3🔍 🎯 🏛️ 🏆
RiverGlades Family Offices LLCTechnologieMICRON TECHNOLOGY INCMUTechnologieRiverGlades Family Offices LLC133+20.1 %75 %121100,16060,3🔍 🎯 🏛️ 🏆
Mokosak Advisory Group, LLCTechnologieMICRON TECHNOLOGY INCMUTechnologieMokosak Advisory Group, LLC141+19.9 %73 %22100,08060,3🔍 🎯 🏛️ 🏆
Provident Wealth Management, LLCTechnologieMICRON TECHNOLOGY INCMUTechnologieProvident Wealth Management, LLC145+19.9 %63 %49100,14060,3🔍 🎯 🏛️ 🏆
NVIDIA CORPTechnologieNVIDIA CORPNVDATechnologie61,213468,1—
Galaxy Digital Capital Management GP LLCTechnologieNVIDIA CORPNVDATechnologieGalaxy Digital Capital Management GP LLC3+58.3 %76 %3463,28068,1🔍 🎯 🏛️ 🏆
Four Tree Island Advisory LLCTechnologieNVIDIA CORPNVDATechnologieFour Tree Island Advisory LLC30+27.5 %71 %2161,07068,1🔍 🎯 🏛️ 🏆
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTDTechnologieNVIDIA CORPNVDATechnologieAGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD37+26.6 %61 %2360,8610068,1🔍 🎯 🏛️ 🏆
COERENTE CAPITAL MANAGEMENTTechnologieNVIDIA CORPNVDATechnologieCOERENTE CAPITAL MANAGEMENT89+21.5 %71 %5661,0310068,1🔍 🎯 🏛️ 🏆
Trinity Wealth Management, LLCTechnologieNVIDIA CORPNVDATechnologieTrinity Wealth Management, LLC126+20.1 %70 %2060,12068,1🔍 🎯 🏛️ 🏆
RiverGlades Family Offices LLCTechnologieNVIDIA CORPNVDATechnologieRiverGlades Family Offices LLC133+20.1 %75 %12160,90668,1🔍 🎯 🏛️ 🏆
Palo Alto Networks IncTechnologiePalo Alto Networks IncPANWTechnologie50,882055,4—
Galaxy Digital Capital Management GP LLCTechnologiePalo Alto Networks IncPANWTechnologieGalaxy Digital Capital Management GP LLC3+58.3 %76 %3453,22055,4🔍 🎯 🏛️ 🏆
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTDTechnologiePalo Alto Networks IncPANWTechnologieAGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD37+26.6 %61 %2350,5810055,4🔍 🎯 🏛️ 🏆
McNamara Financial Services, Inc.TechnologiePalo Alto Networks IncPANWTechnologieMcNamara Financial Services, Inc.44+25.5 %84 %4450,07055,4🔍 🎯 🏛️ 🏆
Flagstone Financial ManagementTechnologiePalo Alto Networks IncPANWTechnologieFlagstone Financial Management72+22.7 %82 %2850,06055,4🔍 🎯 🏛️ 🏆
GOLDEN ROAD ADVISORS LLCTechnologiePalo Alto Networks IncPANWTechnologieGOLDEN ROAD ADVISORS LLC105+20.9 %73 %2650,45055,4🔍 🎯 🏛️ 🏆
LAM RESEARCH CORPTechnologieLAM RESEARCH CORPLRCXTechnologie50,253060,0—
O'Connor Financial Group LLCTechnologieLAM RESEARCH CORPLRCXTechnologieO'Connor Financial Group LLC26+28.2 %78 %2350,1010060,0🔍 🎯 🏛️ 🏆
GOLDEN ROAD ADVISORS LLCTechnologieLAM RESEARCH CORPLRCXTechnologieGOLDEN ROAD ADVISORS LLC105+20.9 %73 %2650,69060,0🔍 🎯 🏛️ 🏆
LifePlan Investment Advisors, Inc.TechnologieLAM RESEARCH CORPLRCXTechnologieLifePlan Investment Advisors, Inc.118+20.4 %76 %3350,20060,0🔍 🎯 🏛️ 🏆
RiverGlades Family Offices LLCTechnologieLAM RESEARCH CORPLRCXTechnologieRiverGlades Family Offices LLC133+20.1 %75 %12150,205060,0🔍 🎯 🏛️ 🏆
Provident Wealth Management, LLCTechnologieLAM RESEARCH CORPLRCXTechnologieProvident Wealth Management, LLC145+19.9 %63 %4950,07060,0🔍 🎯 🏛️ 🏆
Broadcom Inc.TechnologieBroadcom Inc.AVGOTechnologie50,172063,5—
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTDTechnologieBroadcom Inc.AVGOTechnologieAGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD37+26.6 %61 %2350,4510063,5🔍 🎯 🏛️ 🏆
ENZI WEALTHTechnologieBroadcom Inc.AVGOTechnologieENZI WEALTH62+23.6 %80 %6050,11063,5🔍 🎯 🏛️ 🏆
Asset Allocation Strategies LLCTechnologieBroadcom Inc.AVGOTechnologieAsset Allocation Strategies LLC86+21.7 %74 %3550,04063,5🔍 🎯 🏛️ 🏆
Meritas Wealth Management, LLCTechnologieBroadcom Inc.AVGOTechnologieMeritas Wealth Management, LLC99+21.2 %79 %3350,18063,5🔍 🎯 🏛️ 🏆
Provident Wealth Management, LLCTechnologieBroadcom Inc.AVGOTechnologieProvident Wealth Management, LLC145+19.9 %63 %4950,07063,5🔍 🎯 🏛️ 🏆
Seagate Technology Holdings plcTechnologieSeagate Technology Holdings plcSTXTechnologie41,515055,5—
Talos Eurisko Asset Management LPTechnologieSeagate Technology Holdings plcSTXTechnologieTalos Eurisko Asset Management LP2+60.7 %86 %3644,9610055,5🔍 🎯 🏛️ 🏆
Flagstone Financial ManagementTechnologieSeagate Technology Holdings plcSTXTechnologieFlagstone Financial Management72+22.7 %82 %2840,09055,5🔍 🎯 🏛️ 🏆
EHRLICH FINANCIAL GROUPTechnologieSeagate Technology Holdings plcSTXTechnologieEHRLICH FINANCIAL GROUP113+20.5 %82 %3340,17055,5🔍 🎯 🏛️ 🏆
Albar Capital Partners LLPTechnologieSeagate Technology Holdings plcSTXTechnologieAlbar Capital Partners LLP139+19.9 %72 %4740,8310055,5🔍 🎯 🏛️ 🏆
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTechnologieTAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnologie41,4210070,7—
O'Connor Financial Group LLCTechnologieTAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnologieO'Connor Financial Group LLC26+28.2 %78 %2340,1410070,7🔍 🎯 🏛️ 🏆
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTDTechnologieTAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnologieAGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD37+26.6 %61 %2340,7010070,7🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCTechnologieTAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnologieOrca Wealth Management, LLC143+19.9 %73 %6340,1210070,7🔍 🎯 🏛️ 🏆
Rivermont Capital Management LPTechnologieTAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnologieRivermont Capital Management LP147+19.7 %69 %6544,7210070,7🔍 🎯 🏛️ 🏆
Marvell Technology, Inc.TechnologieMarvell Technology, Inc.MRVLTechnologie40,262554,0—
Shoker Investment Counsel, Inc.TechnologieMarvell Technology, Inc.MRVLTechnologieShoker Investment Counsel, Inc.60+23.8 %85 %11740,20054,0🔍 🎯 🏛️ 🏆
Fusion Family Wealth, LLCTechnologieMarvell Technology, Inc.MRVLTechnologieFusion Family Wealth, LLC64+23.5 %79 %5240,03054,0🔍 🎯 🏛️ 🏆
UNICOM Systems, Inc.TechnologieMarvell Technology, Inc.MRVLTechnologieUNICOM Systems, Inc.110+20.7 %71 %2840,6710054,0🔍 🎯 🏛️ 🏆
EHRLICH FINANCIAL GROUPTechnologieMarvell Technology, Inc.MRVLTechnologieEHRLICH FINANCIAL GROUP113+20.5 %82 %3340,13054,0🔍 🎯 🏛️ 🏆
TEXAS INSTRUMENTS INCTechnologieTEXAS INSTRUMENTS INCTXNTechnologie41,143361,0—
ENZI WEALTHTechnologieTEXAS INSTRUMENTS INCTXNTechnologieENZI WEALTH62+23.6 %80 %6040,11061,0🔍 🎯 🏛️ 🏆
PEREGRINE INVESTMENT MANAGEMENT INCTechnologieTEXAS INSTRUMENTS INCTXNTechnologiePEREGRINE INVESTMENT MANAGEMENT INC128+20.1 %60 %2544,2361,0🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCTechnologieTEXAS INSTRUMENTS INCTXNTechnologieOrca Wealth Management, LLC143+19.9 %73 %6340,1510061,0🔍 🎯 🏛️ 🏆
Provident Wealth Management, LLCTechnologieTEXAS INSTRUMENTS INCTXNTechnologieProvident Wealth Management, LLC145+19.9 %63 %4940,08061,0🔍 🎯 🏛️ 🏆
CORNING INC /NYTechnologieCORNING INC /NYGLWTechnologie40,297554,1—
Talbot Financial, LLCTechnologieCORNING INC /NYGLWTechnologieTalbot Financial, LLC76+22.3 %73 %9240,03054,1🔍 🎯 🏛️ 🏆
DIAMANT ASSET MANAGEMENT, INC.TechnologieCORNING INC /NYGLWTechnologieDIAMANT ASSET MANAGEMENT, INC.94+21.4 %80 %15640,1810054,1🔍 🎯 🏛️ 🏆
UNICOM Systems, Inc.TechnologieCORNING INC /NYGLWTechnologieUNICOM Systems, Inc.110+20.7 %71 %2840,8910054,1🔍 🎯 🏛️ 🏆
Northwest Quadrant Wealth Management, LLCTechnologieCORNING INC /NYGLWTechnologieNorthwest Quadrant Wealth Management, LLC132+20.1 %79 %8740,0610054,1🔍 🎯 🏛️ 🏆
CISCO SYSTEMS, INC.TechnologieCISCO SYSTEMS, INC.CSCOTechnologie40,24067,7—
GOLDEN ROAD ADVISORS LLCTechnologieCISCO SYSTEMS, INC.CSCOTechnologieGOLDEN ROAD ADVISORS LLC105+20.9 %73 %2640,56067,7🔍 🎯 🏛️ 🏆
EHRLICH FINANCIAL GROUPTechnologieCISCO SYSTEMS, INC.CSCOTechnologieEHRLICH FINANCIAL GROUP113+20.5 %82 %3340,13067,7🔍 🎯 🏛️ 🏆
RiverGlades Family Offices LLCTechnologieCISCO SYSTEMS, INC.CSCOTechnologieRiverGlades Family Offices LLC133+20.1 %75 %12140,16067,7🔍 🎯 🏛️ 🏆
Provident Wealth Management, LLCTechnologieCISCO SYSTEMS, INC.CSCOTechnologieProvident Wealth Management, LLC145+19.9 %63 %4940,11067,7🔍 🎯 🏛️ 🏆
Cipher Digital Inc.TechnologieCipher Digital Inc.CIFRTechnologie33,1810016,2—
Ripple Effect Asset Management LPTechnologieCipher Digital Inc.CIFRTechnologieRipple Effect Asset Management LP27+28.2 %76 %2131,2310016,2🔍 🎯 🏛️ 🏆
Avala Global LPTechnologieCipher Digital Inc.CIFRTechnologieAvala Global LP117+20.4 %81 %5833,9910016,2🔍 🎯 🏛️ 🏆
Rivermont Capital Management LPTechnologieCipher Digital Inc.CIFRTechnologieRivermont Capital Management LP147+19.7 %69 %6534,3210016,2🔍 🎯 🏛️ 🏆
Snowflake Inc.TechnologieSnowflake Inc.SNOWTechnologie33,2710054,4—
Kinetic Partners Management, LPTechnologieSnowflake Inc.SNOWTechnologieKinetic Partners Management, LP33+27.1 %71 %7934,8910054,4🔍 🎯 🏛️ 🏆
DIAMANT ASSET MANAGEMENT, INC.TechnologieSnowflake Inc.SNOWTechnologieDIAMANT ASSET MANAGEMENT, INC.94+21.4 %80 %15630,1610054,4🔍 🎯 🏛️ 🏆
Avala Global LPTechnologieSnowflake Inc.SNOWTechnologieAvala Global LP117+20.4 %81 %5834,7510054,4🔍 🎯 🏛️ 🏆
Nebius Group N.V.TechnologieNebius Group N.V.NBISTechnologie31,4610067,8—
Kinetic Partners Management, LPTechnologieNebius Group N.V.NBISTechnologieKinetic Partners Management, LP33+27.1 %71 %7930,6610067,8🔍 🎯 🏛️ 🏆
Analog Century Management LPTechnologieNebius Group N.V.NBISTechnologieAnalog Century Management LP49+25.0 %73 %5633,6010067,8🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCTechnologieNebius Group N.V.NBISTechnologieOrca Wealth Management, LLC143+19.9 %73 %6330,1310067,8🔍 🎯 🏛️ 🏆
MICROSOFT CORPTechnologieMICROSOFT CORPMSFTTechnologie32,7010066,2—
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTDTechnologieMICROSOFT CORPMSFTTechnologieAGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD37+26.6 %61 %2336,9610066,2🔍 🎯 🏛️ 🏆
SEMPER AUGUSTUS INVESTMENTS GROUP LLCTechnologieMICROSOFT CORPMSFTTechnologieSEMPER AUGUSTUS INVESTMENTS GROUP LLC103+21.0 %66 %5030,0310066,2🔍 🎯 🏛️ 🏆
QV Investors Inc.TechnologieMICROSOFT CORPMSFTTechnologieQV Investors Inc.148+19.7 %79 %10231,1010066,2🔍 🎯 🏛️ 🏆
ANALOG DEVICES INCTechnologieANALOG DEVICES INCADITechnologie31,443364,4—
Analog Century Management LPTechnologieANALOG DEVICES INCADITechnologieAnalog Century Management LP49+25.0 %73 %5634,1810064,4🔍 🎯 🏛️ 🏆
Corecam Pte. Ltd.TechnologieANALOG DEVICES INCADITechnologieCorecam Pte. Ltd.52+24.9 %72 %2530,11064,4🔍 🎯 🏛️ 🏆
ADAPT Investment Managers SATechnologieANALOG DEVICES INCADITechnologieADAPT Investment Managers SA101+21.1 %63 %3530,03064,4🔍 🎯 🏛️ 🏆
Dell Technologies Inc.TechnologieDell Technologies Inc.DELLTechnologie30,21051,5—
Shoker Investment Counsel, Inc.TechnologieDell Technologies Inc.DELLTechnologieShoker Investment Counsel, Inc.60+23.8 %85 %11730,15051,5🔍 🎯 🏛️ 🏆
Eldridge Investment Advisors, Inc.TechnologieDell Technologies Inc.DELLTechnologieEldridge Investment Advisors, Inc.135+20.0 %81 %7230,06051,5🔍 🎯 🏛️ 🏆
Hill Investment Group Partners, LLCTechnologieDell Technologies Inc.DELLTechnologieHill Investment Group Partners, LLC149+19.7 %84 %4530,41051,5🔍 🎯 🏛️ 🏆
WATERS CORP /DE/TechnologieWATERS CORP /DE/WATTechnologie31,223363,5—
Cardinal Strategic Wealth GuidanceTechnologieWATERS CORP /DE/WATTechnologieCardinal Strategic Wealth Guidance98+21.2 %77 %5730,07063,5🔍 🎯 🏛️ 🏆
STONEBRIDGE CAPITAL MANAGEMENT INCTechnologieWATERS CORP /DE/WATTechnologieSTONEBRIDGE CAPITAL MANAGEMENT INC119+20.3 %76 %10130,12063,5🔍 🎯 🏛️ 🏆
Rivermont Capital Management LPTechnologieWATERS CORP /DE/WATTechnologieRivermont Capital Management LP147+19.7 %69 %6533,4810063,5🔍 🎯 🏛️ 🏆
Arista Networks, Inc.TechnologieArista Networks, Inc.ANETTechnologie31,385064,3—
EHRLICH FINANCIAL GROUPTechnologieArista Networks, Inc.ANETTechnologieEHRLICH FINANCIAL GROUP113+20.5 %82 %3330,14064,3🔍 🎯 🏛️ 🏆
PEREGRINE INVESTMENT MANAGEMENT INCTechnologieArista Networks, Inc.ANETTechnologiePEREGRINE INVESTMENT MANAGEMENT INC128+20.1 %60 %2533,7764,3🔍 🎯 🏛️ 🏆
RiverGlades Family Offices LLCTechnologieArista Networks, Inc.ANETTechnologieRiverGlades Family Offices LLC133+20.1 %75 %12130,2210064,3🔍 🎯 🏛️ 🏆
COHERENT CORP.TechnologieCOHERENT CORP.COHRTechnologie22,2810044,1—
Talos Eurisko Asset Management LPTechnologieCOHERENT CORP.COHRTechnologieTalos Eurisko Asset Management LP2+60.7 %86 %3624,1910044,1🔍 🎯 🏛️ 🏆
UNICOM Systems, Inc.TechnologieCOHERENT CORP.COHRTechnologieUNICOM Systems, Inc.110+20.7 %71 %2820,3610044,1🔍 🎯 🏛️ 🏆
TERADYNE, INCTechnologieTERADYNE, INCTERTechnologie24,0210046,5—
Talos Eurisko Asset Management LPTechnologieTERADYNE, INCTERTechnologieTalos Eurisko Asset Management LP2+60.7 %86 %3623,6710046,5🔍 🎯 🏛️ 🏆
Grand Alliance Asset Management LtdTechnologieTERADYNE, INCTERTechnologieGrand Alliance Asset Management Ltd34+27.0 %59 %2224,3610046,5🔍 🎯 🏛️ 🏆
SEMTECH CORPTechnologieSEMTECH CORPSMTCTechnologie21,0410043,9—
Talos Eurisko Asset Management LPTechnologieSEMTECH CORPSMTCTechnologieTalos Eurisko Asset Management LP2+60.7 %86 %3621,4610043,9🔍 🎯 🏛️ 🏆
Albar Capital Partners LLPTechnologieSEMTECH CORPSMTCTechnologieAlbar Capital Partners LLP139+19.9 %72 %4720,6210043,9🔍 🎯 🏛️ 🏆
Roblox CorpTechnologieRoblox CorpRBLXTechnologie23,9110049,1—
DEEPWATER ASSET MANAGEMENT, LLCTechnologieRoblox CorpRBLXTechnologieDEEPWATER ASSET MANAGEMENT, LLC29+27.5 %71 %4925,7510049,1🔍 🎯 🏛️ 🏆
Slate Path Capital LPTechnologieRoblox CorpRBLXTechnologieSlate Path Capital LP90+21.5 %62 %15122,0710049,1🔍 🎯 🏛️ 🏆
MICROCHIP TECHNOLOGY INCTechnologieMICROCHIP TECHNOLOGY INCMCHPTechnologie20,055041,6—
Four Tree Island Advisory LLCTechnologieMICROCHIP TECHNOLOGY INCMCHPTechnologieFour Tree Island Advisory LLC30+27.5 %71 %2120,07041,6🔍 🎯 🏛️ 🏆
SEMPER AUGUSTUS INVESTMENTS GROUP LLCTechnologieMICROCHIP TECHNOLOGY INCMCHPTechnologieSEMPER AUGUSTUS INVESTMENTS GROUP LLC103+21.0 %66 %5020,0210041,6🔍 🎯 🏛️ 🏆
FLEX LTD.TechnologieFLEX LTD.FLEXTechnologie20,8010057,0—
Kinetic Partners Management, LPTechnologieFLEX LTD.FLEXTechnologieKinetic Partners Management, LP33+27.1 %71 %7921,3710057,0🔍 🎯 🏛️ 🏆
VIKING FUND MANAGEMENT LLCTechnologieFLEX LTD.FLEXTechnologieVIKING FUND MANAGEMENT LLC123+20.2 %73 %23020,2210057,0🔍 🎯 🏛️ 🏆
NOKIA CORPTechnologieNOKIA CORPNOKTechnologie26,1510054,2—
Grand Alliance Asset Management LtdTechnologieNOKIA CORPNOKTechnologieGrand Alliance Asset Management Ltd34+27.0 %59 %22211,4010054,2🔍 🎯 🏛️ 🏆
BRIGHT VALLEY CAPITAL LtdTechnologieNOKIA CORPNOKTechnologieBRIGHT VALLEY CAPITAL Ltd78+22.3 %63 %3020,9010054,2🔍 🎯 🏛️ 🏆
VISHAY INTERTECHNOLOGY INCTechnologieVISHAY INTERTECHNOLOGY INCVSHTechnologie23,8010065,1—
Grand Alliance Asset Management LtdTechnologieVISHAY INTERTECHNOLOGY INCVSHTechnologieGrand Alliance Asset Management Ltd34+27.0 %59 %2223,3410065,1🔍 🎯 🏛️ 🏆
Rivermont Capital Management LPTechnologieVISHAY INTERTECHNOLOGY INCVSHTechnologieRivermont Capital Management LP147+19.7 %69 %6524,2610065,1🔍 🎯 🏛️ 🏆
INTUIT INC.TechnologieINTUIT INC.INTUTechnologie22,3910058,6—
Ranmore Fund Management LtdTechnologieINTUIT INC.INTUTechnologieRanmore Fund Management Ltd40+26.2 %81 %2124,3410058,6🔍 🎯 🏛️ 🏆
L1 Capital Pty LtdTechnologieINTUIT INC.INTUTechnologieL1 Capital Pty Ltd70+22.8 %67 %6720,4410058,6🔍 🎯 🏛️ 🏆
ORACLE CORPTechnologieORACLE CORPORCLTechnologie20,3110059,4—
PING CAPITAL MANAGEMENT, INC.TechnologieORACLE CORPORCLTechnologiePING CAPITAL MANAGEMENT, INC.41+26.1 %76 %6820,2410059,4🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCTechnologieORACLE CORPORCLTechnologieOrca Wealth Management, LLC143+19.9 %73 %6320,3710059,4🔍 🎯 🏛️ 🏆
TTM TECHNOLOGIES INCTechnologieTTM TECHNOLOGIES INCTTMITechnologie22,2010045,8—
Analog Century Management LPTechnologieTTM TECHNOLOGIES INCTTMITechnologieAnalog Century Management LP49+25.0 %73 %5624,0110045,8🔍 🎯 🏛️ 🏆
UNICOM Systems, Inc.TechnologieTTM TECHNOLOGIES INCTTMITechnologieUNICOM Systems, Inc.110+20.7 %71 %2820,3910045,8🔍 🎯 🏛️ 🏆
QUALCOMM INC/DETechnologieQUALCOMM INC/DEQCOMTechnologie20,14067,2—
Corecam Pte. Ltd.TechnologieQUALCOMM INC/DEQCOMTechnologieCorecam Pte. Ltd.52+24.9 %72 %2520,18067,2🔍 🎯 🏛️ 🏆
Cherokee Insurance CoTechnologieQUALCOMM INC/DEQCOMTechnologieCherokee Insurance Co142+19.9 %82 %11920,09067,2🔍 🎯 🏛️ 🏆
SITIME CorpTechnologieSITIME CorpSITMTechnologie21,555046,6—
Corecam Pte. Ltd.TechnologieSITIME CorpSITMTechnologieCorecam Pte. Ltd.52+24.9 %72 %2520,11046,6🔍 🎯 🏛️ 🏆
Rivermont Capital Management LPTechnologieSITIME CorpSITMTechnologieRivermont Capital Management LP147+19.7 %69 %6522,9810046,6🔍 🎯 🏛️ 🏆
ServiceNow, Inc.TechnologieServiceNow, Inc.NOWTechnologie20,285056,8—
ENZI WEALTHTechnologieServiceNow, Inc.NOWTechnologieENZI WEALTH62+23.6 %80 %6020,14056,8🔍 🎯 🏛️ 🏆
DIAMANT ASSET MANAGEMENT, INC.TechnologieServiceNow, Inc.NOWTechnologieDIAMANT ASSET MANAGEMENT, INC.94+21.4 %80 %15620,4210056,8🔍 🎯 🏛️ 🏆
Palantir Technologies Inc.TechnologiePalantir Technologies Inc.PLTRTechnologie20,263249,8—
Arcadia Wealth Management, LLCTechnologiePalantir Technologies Inc.PLTRTechnologieArcadia Wealth Management, LLC88+21.7 %68 %2520,37049,8🔍 🎯 🏛️ 🏆
RiverGlades Family Offices LLCTechnologiePalantir Technologies Inc.PLTRTechnologieRiverGlades Family Offices LLC133+20.1 %75 %12120,146449,8🔍 🎯 🏛️ 🏆
——73,137157,9—
Honeywell Aerospace Inc.—Honeywell Aerospace Inc.HONA—70,565563,8—
Talbot Financial, LLC—Honeywell Aerospace Inc.HONA—Talbot Financial, LLC76+22.3 %73 %9270,79063,8🔍 🎯 🏛️ 🏆
DIAMANT ASSET MANAGEMENT, INC.—Honeywell Aerospace Inc.HONA—DIAMANT ASSET MANAGEMENT, INC.94+21.4 %80 %15670,7110063,8🔍 🎯 🏛️ 🏆
Cardinal Strategic Wealth Guidance—Honeywell Aerospace Inc.HONA—Cardinal Strategic Wealth Guidance98+21.2 %77 %5770,08063,8🔍 🎯 🏛️ 🏆
BROOKS, MOORE & ASSOCIATES, INC.—Honeywell Aerospace Inc.HONA—BROOKS, MOORE & ASSOCIATES, INC.122+20.2 %80 %12571,0410063,8🔍 🎯 🏛️ 🏆
KEATING INVESTMENT COUNSELORS INC—Honeywell Aerospace Inc.HONA—KEATING INVESTMENT COUNSELORS INC130+20.1 %78 %11270,068663,8🔍 🎯 🏛️ 🏆
Bull Street Advisors, LLC—Honeywell Aerospace Inc.HONA—Bull Street Advisors, LLC138+19.9 %83 %8870,75063,8🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLC—Honeywell Aerospace Inc.HONA—Orca Wealth Management, LLC143+19.9 %73 %6370,4810063,8🔍 🎯 🏛️ 🏆
SPACE EXPLORATION TECHNOLOGIES CORP—SPACE EXPLORATION TECHNOLOGIES CORPSPCX—65,646759,2—
Longitude (Cayman) Ltd.—SPACE EXPLORATION TECHNOLOGIES CORPSPCX—Longitude (Cayman) Ltd.23+29.7 %64 %3962,8010059,2🔍 🎯 🏛️ 🏆
Ripple Effect Asset Management LP—SPACE EXPLORATION TECHNOLOGIES CORPSPCX—Ripple Effect Asset Management LP27+28.2 %76 %2160,5010059,2🔍 🎯 🏛️ 🏆
Kinetic Partners Management, LP—SPACE EXPLORATION TECHNOLOGIES CORPSPCX—Kinetic Partners Management, LP33+27.1 %71 %79629,0610059,2🔍 🎯 🏛️ 🏆
Halter Ferguson Financial Inc.—SPACE EXPLORATION TECHNOLOGIES CORPSPCX—Halter Ferguson Financial Inc.55+24.0 %68 %3160,06059,2🔍 🎯 🏛️ 🏆
Avala Global LP—SPACE EXPLORATION TECHNOLOGIES CORPSPCX—Avala Global LP117+20.4 %81 %5861,2610059,2🔍 🎯 🏛️ 🏆
Cherokee Insurance Co—SPACE EXPLORATION TECHNOLOGIES CORPSPCX—Cherokee Insurance Co142+19.9 %82 %11960,16059,2🔍 🎯 🏛️ 🏆
DPC Holdings PLC—DPC Holdings PLCDPC—36,1410051,8—
Goodlander Investment Management, LLC—DPC Holdings PLCDPC—Goodlander Investment Management, LLC1+90.3 %77 %2237,4010051,8🔍 🎯 🏛️ 🏆
Ripple Effect Asset Management LP—DPC Holdings PLCDPC—Ripple Effect Asset Management LP27+28.2 %76 %2132,9010051,8🔍 🎯 🏛️ 🏆
Kinetic Partners Management, LP—DPC Holdings PLCDPC—Kinetic Partners Management, LP33+27.1 %71 %7938,1210051,8🔍 🎯 🏛️ 🏆
ERock, Inc.—ERock, Inc.EROC—20,0610042,7—
REAVES W H & CO INC—ERock, Inc.EROC—REAVES W H & CO INC96+21.4 %75 %12120,1010042,7🔍 🎯 🏛️ 🏆
KAYNE ANDERSON CAPITAL ADVISORS LP—ERock, Inc.EROC—KAYNE ANDERSON CAPITAL ADVISORS LP124+20.2 %78 %13220,0110042,7🔍 🎯 🏛️ 🏆
Zyklischer KonsumZyklischer Konsum50,626257,8—
AMAZON COM INCZyklischer KonsumAMAZON COM INCAMZNZyklischer Konsum50,202066,3—
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTDZyklischer KonsumAMAZON COM INCAMZNZyklischer KonsumAGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD37+26.6 %61 %2350,7710066,3🔍 🎯 🏛️ 🏆
Fusion Family Wealth, LLCZyklischer KonsumAMAZON COM INCAMZNZyklischer KonsumFusion Family Wealth, LLC64+23.5 %79 %5250,03066,3🔍 🎯 🏛️ 🏆
Cardinal Strategic Wealth GuidanceZyklischer KonsumAMAZON COM INCAMZNZyklischer KonsumCardinal Strategic Wealth Guidance98+21.2 %77 %5750,06066,3🔍 🎯 🏛️ 🏆
Trinity Wealth Management, LLCZyklischer KonsumAMAZON COM INCAMZNZyklischer KonsumTrinity Wealth Management, LLC126+20.1 %70 %2050,09066,3🔍 🎯 🏛️ 🏆
Provident Wealth Management, LLCZyklischer KonsumAMAZON COM INCAMZNZyklischer KonsumProvident Wealth Management, LLC145+19.9 %63 %4950,06066,3🔍 🎯 🏛️ 🏆
PDD Holdings Inc.Zyklischer KonsumPDD Holdings Inc.PDDZyklischer Konsum21,6710029,4—
Ranmore Fund Management LtdZyklischer KonsumPDD Holdings Inc.PDDZyklischer KonsumRanmore Fund Management Ltd40+26.2 %81 %2122,5310029,4🔍 🎯 🏛️ 🏆
Sparta 24 Ltd.Zyklischer KonsumPDD Holdings Inc.PDDZyklischer KonsumSparta 24 Ltd.53+24.8 %73 %3020,8110029,4🔍 🎯 🏛️ 🏆
HOME DEPOT, INC.Zyklischer KonsumHOME DEPOT, INC.HDZyklischer Konsum20,2810066,0—
OLD REPUBLIC INTERNATIONAL CORPZyklischer KonsumHOME DEPOT, INC.HDZyklischer KonsumOLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %9120,4410066,0🔍 🎯 🏛️ 🏆
Vawter Financial, Ltd.Zyklischer KonsumHOME DEPOT, INC.HDZyklischer KonsumVawter Financial, Ltd.140+19.9 %73 %3320,1210066,0🔍 🎯 🏛️ 🏆
Tesla, Inc.Zyklischer KonsumTesla, Inc.TSLAZyklischer Konsum20,105059,3—
Trellis Wealth Advisors LLCZyklischer KonsumTesla, Inc.TSLAZyklischer KonsumTrellis Wealth Advisors LLC59+23.8 %78 %2320,1210059,3🔍 🎯 🏛️ 🏆
Trinity Wealth Management, LLCZyklischer KonsumTesla, Inc.TSLAZyklischer KonsumTrinity Wealth Management, LLC126+20.1 %70 %2020,08059,3🔍 🎯 🏛️ 🏆
TREX CO INCZyklischer KonsumTREX CO INCTREXZyklischer Konsum21,4910055,2—
Rivermont Capital Management LPZyklischer KonsumTREX CO INCTREXZyklischer KonsumRivermont Capital Management LP147+19.7 %69 %6522,8610055,2🔍 🎯 🏛️ 🏆
QV Investors Inc.Zyklischer KonsumTREX CO INCTREXZyklischer KonsumQV Investors Inc.148+19.7 %79 %10220,1210055,2🔍 🎯 🏛️ 🏆
VersorgerVersorger40,776760,6—
DOMINION ENERGY, INCVersorgerDOMINION ENERGY, INCDVersorger40,227572,4—
Rithm Capital Corp.VersorgerDOMINION ENERGY, INCDVersorgerRithm Capital Corp.8+33.9 %81 %3140,3410072,4🔍 🎯 🏛️ 🏆
Flagstone Financial ManagementVersorgerDOMINION ENERGY, INCDVersorgerFlagstone Financial Management72+22.7 %82 %2840,06072,4🔍 🎯 🏛️ 🏆
REAVES W H & CO INCVersorgerDOMINION ENERGY, INCDVersorgerREAVES W H & CO INC96+21.4 %75 %12140,3110072,4🔍 🎯 🏛️ 🏆
KAYNE ANDERSON CAPITAL ADVISORS LPVersorgerDOMINION ENERGY, INCDVersorgerKAYNE ANDERSON CAPITAL ADVISORS LP124+20.2 %78 %13240,1810072,4🔍 🎯 🏛️ 🏆
GE Vernova Inc.VersorgerGE Vernova Inc.GEVVersorger40,162560,5—
Shoker Investment Counsel, Inc.VersorgerGE Vernova Inc.GEVVersorgerShoker Investment Counsel, Inc.60+23.8 %85 %11740,11060,5🔍 🎯 🏛️ 🏆
Fusion Family Wealth, LLCVersorgerGE Vernova Inc.GEVVersorgerFusion Family Wealth, LLC64+23.5 %79 %5240,03060,5🔍 🎯 🏛️ 🏆
GOLDEN ROAD ADVISORS LLCVersorgerGE Vernova Inc.GEVVersorgerGOLDEN ROAD ADVISORS LLC105+20.9 %73 %2640,43060,5🔍 🎯 🏛️ 🏆
Northwest Quadrant Wealth Management, LLCVersorgerGE Vernova Inc.GEVVersorgerNorthwest Quadrant Wealth Management, LLC132+20.1 %79 %8740,0610060,5🔍 🎯 🏛️ 🏆
ENTERGY CORP /DE/VersorgerENTERGY CORP /DE/ETRVersorger21,1510053,4—
Rithm Capital Corp.VersorgerENTERGY CORP /DE/ETRVersorgerRithm Capital Corp.8+33.9 %81 %3121,4110053,4🔍 🎯 🏛️ 🏆
Sourcerock Group LLCVersorgerENTERGY CORP /DE/ETRVersorgerSourcerock Group LLC82+21.9 %68 %13020,8810053,4🔍 🎯 🏛️ 🏆
Vistra Corp.VersorgerVistra Corp.VSTVersorger22,7210044,5—
BRIGADE CAPITAL MANAGEMENT, LPVersorgerVistra Corp.VSTVersorgerBRIGADE CAPITAL MANAGEMENT, LP24+29.5 %63 %6425,3110044,5🔍 🎯 🏛️ 🏆
BROOKS, MOORE & ASSOCIATES, INC.VersorgerVistra Corp.VSTVersorgerBROOKS, MOORE & ASSOCIATES, INC.122+20.2 %80 %12520,1310044,5🔍 🎯 🏛️ 🏆
GesundheitGesundheit40,545659,8—
JOHNSON & JOHNSONGesundheitJOHNSON & JOHNSONJNJGesundheit40,135059,5—
O'Connor Financial Group LLCGesundheitJOHNSON & JOHNSONJNJGesundheitO'Connor Financial Group LLC26+28.2 %78 %2340,0910059,5🔍 🎯 🏛️ 🏆
Corecam Pte. Ltd.GesundheitJOHNSON & JOHNSONJNJGesundheitCorecam Pte. Ltd.52+24.9 %72 %2540,12059,5🔍 🎯 🏛️ 🏆
SEMPER AUGUSTUS INVESTMENTS GROUP LLCGesundheitJOHNSON & JOHNSONJNJGesundheitSEMPER AUGUSTUS INVESTMENTS GROUP LLC103+21.0 %66 %5040,0210059,5🔍 🎯 🏛️ 🏆
WASHINGTON GROWTH STRATEGIES LLCGesundheitJOHNSON & JOHNSONJNJGesundheitWASHINGTON GROWTH STRATEGIES LLC112+20.6 %74 %3940,29059,5🔍 🎯 🏛️ 🏆
ELI LILLY & CoGesundheitELI LILLY & CoLLYGesundheit31,214867,4—
Kinetic Partners Management, LPGesundheitELI LILLY & CoLLYGesundheitKinetic Partners Management, LP33+27.1 %71 %7933,2310067,4🔍 🎯 🏛️ 🏆
RiverGlades Family Offices LLCGesundheitELI LILLY & CoLLYGesundheitRiverGlades Family Offices LLC133+20.1 %75 %12130,344567,4🔍 🎯 🏛️ 🏆
Mokosak Advisory Group, LLCGesundheitELI LILLY & CoLLYGesundheitMokosak Advisory Group, LLC141+19.9 %73 %2230,07067,4🔍 🎯 🏛️ 🏆
UNITEDHEALTH GROUP INCGesundheitUNITEDHEALTH GROUP INCUNHGesundheit30,296774,2—
Slate Path Capital LPGesundheitUNITEDHEALTH GROUP INCUNHGesundheitSlate Path Capital LP90+21.5 %62 %15130,1610074,2🔍 🎯 🏛️ 🏆
GOLDEN ROAD ADVISORS LLCGesundheitUNITEDHEALTH GROUP INCUNHGesundheitGOLDEN ROAD ADVISORS LLC105+20.9 %73 %2630,56074,2🔍 🎯 🏛️ 🏆
BROOKS, MOORE & ASSOCIATES, INC.GesundheitUNITEDHEALTH GROUP INCUNHGesundheitBROOKS, MOORE & ASSOCIATES, INC.122+20.2 %80 %12530,1510074,2🔍 🎯 🏛️ 🏆
Spyre Therapeutics, Inc.GesundheitSpyre Therapeutics, Inc.SYREGesundheit20,5710033,0—
Boxer Capital Management, LLCGesundheitSpyre Therapeutics, Inc.SYREGesundheitBoxer Capital Management, LLC36+26.8 %67 %5520,6710033,0🔍 🎯 🏛️ 🏆
DIADEMA PARTNERS LPGesundheitSpyre Therapeutics, Inc.SYREGesundheitDIADEMA PARTNERS LP69+22.8 %68 %7720,4710033,0🔍 🎯 🏛️ 🏆
Relay Therapeutics, Inc.GesundheitRelay Therapeutics, Inc.RLAYGesundheit21,0810040,3—
Boxer Capital Management, LLCGesundheitRelay Therapeutics, Inc.RLAYGesundheitBoxer Capital Management, LLC36+26.8 %67 %5520,6310040,3🔍 🎯 🏛️ 🏆
DIADEMA PARTNERS LPGesundheitRelay Therapeutics, Inc.RLAYGesundheitDIADEMA PARTNERS LP69+22.8 %68 %7721,5210040,3🔍 🎯 🏛️ 🏆
Hims & Hers Health, Inc.GesundheitHims & Hers Health, Inc.HIMSGesundheit20,3310053,7—
Empirical Capital Management, LLCGesundheitHims & Hers Health, Inc.HIMSGesundheitEmpirical Capital Management, LLC38+26.4 %79 %3320,0710053,7🔍 🎯 🏛️ 🏆
QV Investors Inc.GesundheitHims & Hers Health, Inc.HIMSGesundheitQV Investors Inc.148+19.7 %79 %10220,6010053,7🔍 🎯 🏛️ 🏆
NOVO NORDISK A SGesundheitNOVO NORDISK A SNVOGesundheit20,095065,3—
PING CAPITAL MANAGEMENT, INC.GesundheitNOVO NORDISK A SNVOGesundheitPING CAPITAL MANAGEMENT, INC.41+26.1 %76 %6820,0910065,3🔍 🎯 🏛️ 🏆
Keystone Financial Planning, Inc.GesundheitNOVO NORDISK A SNVOGesundheitKeystone Financial Planning, Inc.61+23.7 %84 %6720,09065,3🔍 🎯 🏛️ 🏆
PFIZER INCGesundheitPFIZER INCPFEGesundheit21,555060,0—
FAIRHOLME CAPITAL MANAGEMENT LLCGesundheitPFIZER INCPFEGesundheitFAIRHOLME CAPITAL MANAGEMENT LLC42+25.6 %83 %3020,3710060,0🔍 🎯 🏛️ 🏆
ADAPT Investment Managers SAGesundheitPFIZER INCPFEGesundheitADAPT Investment Managers SA101+21.1 %63 %3522,72060,0🔍 🎯 🏛️ 🏆
CVS HEALTH CorpGesundheitCVS HEALTH CorpCVSGesundheit20,15064,7—
Arcadia Wealth Management, LLCGesundheitCVS HEALTH CorpCVSGesundheitArcadia Wealth Management, LLC88+21.7 %68 %2520,21064,7🔍 🎯 🏛️ 🏆
Cherokee Insurance CoGesundheitCVS HEALTH CorpCVSGesundheitCherokee Insurance Co142+19.9 %82 %11920,08064,7🔍 🎯 🏛️ 🏆
AbbVie Inc.GesundheitAbbVie Inc.ABBVGesundheit20,18569,0—
Arkfeld Wealth Strategies, L.L.C.GesundheitAbbVie Inc.ABBVGesundheitArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %12620,07069,0🔍 🎯 🏛️ 🏆
VERITY Wealth AdvisorsGesundheitAbbVie Inc.ABBVGesundheitVERITY Wealth Advisors108+20.8 %72 %3220,281069,0🔍 🎯 🏛️ 🏆
Kommunikation & MedienKommunikation & Medien42,097763,1—
Alphabet Inc.Kommunikation & MedienAlphabet Inc.GOOGLKommunikation & Medien41,455067,6—
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTDKommunikation & MedienAlphabet Inc.GOOGLKommunikation & MedienAGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD37+26.6 %61 %2340,6310067,6🔍 🎯 🏛️ 🏆
ADAPT Investment Managers SAKommunikation & MedienAlphabet Inc.GOOGLKommunikation & MedienADAPT Investment Managers SA101+21.1 %63 %3544,56067,6🔍 🎯 🏛️ 🏆
Ameraudi Asset Management, Inc.Kommunikation & MedienAlphabet Inc.GOOGLKommunikation & MedienAmeraudi Asset Management, Inc.111+20.7 %69 %3540,46067,6🔍 🎯 🏛️ 🏆
VAUGHAN & Co SECURITIES, INC.Kommunikation & MedienAlphabet Inc.GOOGLKommunikation & MedienVAUGHAN & Co SECURITIES, INC.121+20.2 %82 %5140,1710067,6🔍 🎯 🏛️ 🏆
Lionsgate Studios Corp.Kommunikation & MedienLionsgate Studios Corp.LIONKommunikation & Medien21,3410060,2—
Compass Rose Asset Management, LPKommunikation & MedienLionsgate Studios Corp.LIONKommunikation & MedienCompass Rose Asset Management, LP12+32.4 %76 %2921,6610060,2🔍 🎯 🏛️ 🏆
Avala Global LPKommunikation & MedienLionsgate Studios Corp.LIONKommunikation & MedienAvala Global LP117+20.4 %81 %5821,0110060,2🔍 🎯 🏛️ 🏆
Meta Platforms, Inc.Kommunikation & MedienMeta Platforms, Inc.METAKommunikation & Medien22,0210055,5—
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTDKommunikation & MedienMeta Platforms, Inc.METAKommunikation & MedienAGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD37+26.6 %61 %2320,2910055,5🔍 🎯 🏛️ 🏆
Ranmore Fund Management LtdKommunikation & MedienMeta Platforms, Inc.METAKommunikation & MedienRanmore Fund Management Ltd40+26.2 %81 %2123,7410055,5🔍 🎯 🏛️ 🏆
Tencent Music Entertainment GroupKommunikation & MedienTencent Music Entertainment GroupTMEKommunikation & Medien25,7610062,5—
Ranmore Fund Management LtdKommunikation & MedienTencent Music Entertainment GroupTMEKommunikation & MedienRanmore Fund Management Ltd40+26.2 %81 %2123,0110062,5🔍 🎯 🏛️ 🏆
Cape Ann Asset Management LtdKommunikation & MedienTencent Music Entertainment GroupTMEKommunikation & MedienCape Ann Asset Management Ltd116+20.4 %70 %2028,5110062,5🔍 🎯 🏛️ 🏆
Sony Group CorpKommunikation & MedienSony Group CorpSONYKommunikation & Medien20,1910067,5—
PING CAPITAL MANAGEMENT, INC.Kommunikation & MedienSony Group CorpSONYKommunikation & MedienPING CAPITAL MANAGEMENT, INC.41+26.1 %76 %6820,2110067,5🔍 🎯 🏛️ 🏆
DIAMANT ASSET MANAGEMENT, INC.Kommunikation & MedienSony Group CorpSONYKommunikation & MedienDIAMANT ASSET MANAGEMENT, INC.94+21.4 %80 %15620,1710067,5🔍 🎯 🏛️ 🏆
Sea LtdKommunikation & MedienSea LtdSEKommunikation & Medien22,44060,6—
NEW VERNON INVESTMENT MANAGEMENT LLCKommunikation & MedienSea LtdSEKommunikation & MedienNEW VERNON INVESTMENT MANAGEMENT LLC95+21.4 %85 %7120,63060,6🔍 🎯 🏛️ 🏆
PEREGRINE INVESTMENT MANAGEMENT INCKommunikation & MedienSea LtdSEKommunikation & MedienPEREGRINE INVESTMENT MANAGEMENT INC128+20.1 %60 %2524,2560,6🔍 🎯 🏛️ 🏆
Industrie & TransportIndustrie & Transport41,186659,7—
CATERPILLAR INCIndustrie & TransportCATERPILLAR INCCATIndustrie & Transport40,08059,9—
Flagstone Financial ManagementIndustrie & TransportCATERPILLAR INCCATIndustrie & TransportFlagstone Financial Management72+22.7 %82 %2840,06059,9🔍 🎯 🏛️ 🏆
Talbot Financial, LLCIndustrie & TransportCATERPILLAR INCCATIndustrie & TransportTalbot Financial, LLC76+22.3 %73 %9240,04059,9🔍 🎯 🏛️ 🏆
LifePlan Investment Advisors, Inc.Industrie & TransportCATERPILLAR INCCATIndustrie & TransportLifePlan Investment Advisors, Inc.118+20.4 %76 %3340,13059,9🔍 🎯 🏛️ 🏆
Provident Wealth Management, LLCIndustrie & TransportCATERPILLAR INCCATIndustrie & TransportProvident Wealth Management, LLC145+19.9 %63 %4940,08059,9🔍 🎯 🏛️ 🏆
Forgent Power Solutions, Inc.Industrie & TransportForgent Power Solutions, Inc.FPSIndustrie & Transport31,006768,3—
Galaxy Digital Capital Management GP LLCIndustrie & TransportForgent Power Solutions, Inc.FPSIndustrie & TransportGalaxy Digital Capital Management GP LLC3+58.3 %76 %3430,81068,3🔍 🎯 🏛️ 🏆
REAVES W H & CO INCIndustrie & TransportForgent Power Solutions, Inc.FPSIndustrie & TransportREAVES W H & CO INC96+21.4 %75 %12130,1710068,3🔍 🎯 🏛️ 🏆
Avala Global LPIndustrie & TransportForgent Power Solutions, Inc.FPSIndustrie & TransportAvala Global LP117+20.4 %81 %5832,0210068,3🔍 🎯 🏛️ 🏆
United Airlines Holdings, Inc.Industrie & TransportUnited Airlines Holdings, Inc.UALIndustrie & Transport31,963372,5—
BRIGADE CAPITAL MANAGEMENT, LPIndustrie & TransportUnited Airlines Holdings, Inc.UALIndustrie & TransportBRIGADE CAPITAL MANAGEMENT, LP24+29.5 %63 %6434,7910072,5🔍 🎯 🏛️ 🏆
NEW VERNON INVESTMENT MANAGEMENT LLCIndustrie & TransportUnited Airlines Holdings, Inc.UALIndustrie & TransportNEW VERNON INVESTMENT MANAGEMENT LLC95+21.4 %85 %7130,92072,5🔍 🎯 🏛️ 🏆
WASHINGTON GROWTH STRATEGIES LLCIndustrie & TransportUnited Airlines Holdings, Inc.UALIndustrie & TransportWASHINGTON GROWTH STRATEGIES LLC112+20.6 %74 %3930,18072,5🔍 🎯 🏛️ 🏆
FedEx Freight Holding Company, Inc.Industrie & TransportFedEx Freight Holding Company, Inc.FDXFIndustrie & Transport31,826745,2—
Slate Path Capital LPIndustrie & TransportFedEx Freight Holding Company, Inc.FDXFIndustrie & TransportSlate Path Capital LP90+21.5 %62 %15134,7010045,2🔍 🎯 🏛️ 🏆
VIKING FUND MANAGEMENT LLCIndustrie & TransportFedEx Freight Holding Company, Inc.FDXFIndustrie & TransportVIKING FUND MANAGEMENT LLC123+20.2 %73 %23030,0510045,2🔍 🎯 🏛️ 🏆
Cherokee Insurance CoIndustrie & TransportFedEx Freight Holding Company, Inc.FDXFIndustrie & TransportCherokee Insurance Co142+19.9 %82 %11930,70045,2🔍 🎯 🏛️ 🏆
CSX CORPIndustrie & TransportCSX CORPCSXIndustrie & Transport22,2610065,7—
Ripple Effect Asset Management LPIndustrie & TransportCSX CORPCSXIndustrie & TransportRipple Effect Asset Management LP27+28.2 %76 %2121,8710065,7🔍 🎯 🏛️ 🏆
Slate Path Capital LPIndustrie & TransportCSX CORPCSXIndustrie & TransportSlate Path Capital LP90+21.5 %62 %15122,6410065,7🔍 🎯 🏛️ 🏆
UNION PACIFIC CORPIndustrie & TransportUNION PACIFIC CORPUNPIndustrie & Transport21,0210065,6—
Ripple Effect Asset Management LPIndustrie & TransportUNION PACIFIC CORPUNPIndustrie & TransportRipple Effect Asset Management LP27+28.2 %76 %2121,8510065,6🔍 🎯 🏛️ 🏆
VAUGHAN & Co SECURITIES, INC.Industrie & TransportUNION PACIFIC CORPUNPIndustrie & TransportVAUGHAN & Co SECURITIES, INC.121+20.2 %82 %5120,1810065,6🔍 🎯 🏛️ 🏆
DoorDash, Inc.Industrie & TransportDoorDash, Inc.DASHIndustrie & Transport20,9110046,8—
DEEPWATER ASSET MANAGEMENT, LLCIndustrie & TransportDoorDash, Inc.DASHIndustrie & TransportDEEPWATER ASSET MANAGEMENT, LLC29+27.5 %71 %4920,7610046,8🔍 🎯 🏛️ 🏆
Benefit Street Partners LLCIndustrie & TransportDoorDash, Inc.DASHIndustrie & TransportBenefit Street Partners LLC58+23.8 %66 %4421,0610046,8🔍 🎯 🏛️ 🏆
BOEING COIndustrie & TransportBOEING COBAIndustrie & Transport20,055049,6—
PING CAPITAL MANAGEMENT, INC.Industrie & TransportBOEING COBAIndustrie & TransportPING CAPITAL MANAGEMENT, INC.41+26.1 %76 %6820,0810049,6🔍 🎯 🏛️ 🏆
Talbot Financial, LLCIndustrie & TransportBOEING COBAIndustrie & TransportTalbot Financial, LLC76+22.3 %73 %9220,02049,6🔍 🎯 🏛️ 🏆
RTX CorpIndustrie & TransportRTX CorpRTXIndustrie & Transport22,5010055,2—
Frontier Asset Management, LLCIndustrie & TransportRTX CorpRTXIndustrie & TransportFrontier Asset Management, LLC74+22.4 %82 %3420,5210055,2🔍 🎯 🏛️ 🏆
Albar Capital Partners LLPIndustrie & TransportRTX CorpRTXIndustrie & TransportAlbar Capital Partners LLP139+19.9 %72 %4724,4810055,2🔍 🎯 🏛️ 🏆
GENERAL ELECTRIC COIndustrie & TransportGENERAL ELECTRIC COGEIndustrie & Transport20,7110056,7—
Brightwater Advisory LLCIndustrie & TransportGENERAL ELECTRIC COGEIndustrie & TransportBrightwater Advisory LLC87+21.7 %87 %2320,1810056,7🔍 🎯 🏛️ 🏆
Albar Capital Partners LLPIndustrie & TransportGENERAL ELECTRIC COGEIndustrie & TransportAlbar Capital Partners LLP139+19.9 %72 %4721,2410056,7🔍 🎯 🏛️ 🏆
Eaton Corp plcIndustrie & TransportEaton Corp plcETNIndustrie & Transport20,425057,2—
NEW VERNON INVESTMENT MANAGEMENT LLCIndustrie & TransportEaton Corp plcETNIndustrie & TransportNEW VERNON INVESTMENT MANAGEMENT LLC95+21.4 %85 %7120,70057,2🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCIndustrie & TransportEaton Corp plcETNIndustrie & TransportOrca Wealth Management, LLC143+19.9 %73 %6320,1410057,2🔍 🎯 🏛️ 🏆
UNITED RENTALS, INC.Industrie & TransportUNITED RENTALS, INC.URIIndustrie & Transport21,8810070,3—
KEATING INVESTMENT COUNSELORS INCIndustrie & TransportUNITED RENTALS, INC.URIIndustrie & TransportKEATING INVESTMENT COUNSELORS INC130+20.1 %78 %11220,0810070,3🔍 🎯 🏛️ 🏆
Albar Capital Partners LLPIndustrie & TransportUNITED RENTALS, INC.URIIndustrie & TransportAlbar Capital Partners LLP139+19.9 %72 %4723,6710070,3🔍 🎯 🏛️ 🏆
BasiskonsumBasiskonsum30,323362,2—
ALTRIA GROUP, INC.BasiskonsumALTRIA GROUP, INC.MOBasiskonsum30,916766,6—
Seek First Inc.BasiskonsumALTRIA GROUP, INC.MOBasiskonsumSeek First Inc.21+30.0 %70 %2030,1610066,6🔍 🎯 🏛️ 🏆
GOLDEN ROAD ADVISORS LLCBasiskonsumALTRIA GROUP, INC.MOBasiskonsumGOLDEN ROAD ADVISORS LLC105+20.9 %73 %2631,37066,6🔍 🎯 🏛️ 🏆
Columbus Macro, LLCBasiskonsumALTRIA GROUP, INC.MOBasiskonsumColumbus Macro, LLC137+19.9 %77 %16231,1910066,6🔍 🎯 🏛️ 🏆
COSTCO WHOLESALE CORP /NEWBasiskonsumCOSTCO WHOLESALE CORP /NEWCOSTBasiskonsum30,193354,8—
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTDBasiskonsumCOSTCO WHOLESALE CORP /NEWCOSTBasiskonsumAGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD37+26.6 %61 %2330,2910054,8🔍 🎯 🏛️ 🏆
STONEBRIDGE CAPITAL MANAGEMENT INCBasiskonsumCOSTCO WHOLESALE CORP /NEWCOSTBasiskonsumSTONEBRIDGE CAPITAL MANAGEMENT INC119+20.3 %76 %10130,22054,8🔍 🎯 🏛️ 🏆
Provident Wealth Management, LLCBasiskonsumCOSTCO WHOLESALE CORP /NEWCOSTBasiskonsumProvident Wealth Management, LLC145+19.9 %63 %4930,06054,8🔍 🎯 🏛️ 🏆
COCA COLA COBasiskonsumCOCA COLA COKOBasiskonsum30,22067,0—
ENZI WEALTHBasiskonsumCOCA COLA COKOBasiskonsumENZI WEALTH62+23.6 %80 %6030,11067,0🔍 🎯 🏛️ 🏆
GOLDEN ROAD ADVISORS LLCBasiskonsumCOCA COLA COKOBasiskonsumGOLDEN ROAD ADVISORS LLC105+20.9 %73 %2630,44067,0🔍 🎯 🏛️ 🏆
Ridgepath Capital Management LLCBasiskonsumCOCA COLA COKOBasiskonsumRidgepath Capital Management LLC125+20.1 %76 %3730,12067,0🔍 🎯 🏛️ 🏆
Coursera, Inc.BasiskonsumCoursera, Inc.COURBasiskonsum20,02061,3—
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTDBasiskonsumCoursera, Inc.COURBasiskonsumAGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD37+26.6 %61 %2320,0061,3🔍 🎯 🏛️ 🏆
Arkfeld Wealth Strategies, L.L.C.BasiskonsumCoursera, Inc.COURBasiskonsumArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %12620,03061,3🔍 🎯 🏛️ 🏆
PROCTER & GAMBLE CoBasiskonsumPROCTER & GAMBLE CoPGBasiskonsum20,115060,6—
Meritas Wealth Management, LLCBasiskonsumPROCTER & GAMBLE CoPGBasiskonsumMeritas Wealth Management, LLC99+21.2 %79 %3320,10060,6🔍 🎯 🏛️ 🏆
Vawter Financial, Ltd.BasiskonsumPROCTER & GAMBLE CoPGBasiskonsumVawter Financial, Ltd.140+19.9 %73 %3320,1210060,6🔍 🎯 🏛️ 🏆
FinanzenFinanzen30,753161,1—
VISA INC.FinanzenVISA INC.VFinanzen30,073368,9—
O'Connor Financial Group LLCFinanzenVISA INC.VFinanzenO'Connor Financial Group LLC26+28.2 %78 %2330,0910068,9🔍 🎯 🏛️ 🏆
Flagstone Financial ManagementFinanzenVISA INC.VFinanzenFlagstone Financial Management72+22.7 %82 %2830,06068,9🔍 🎯 🏛️ 🏆
Provident Wealth Management, LLCFinanzenVISA INC.VFinanzenProvident Wealth Management, LLC145+19.9 %63 %4930,07068,9🔍 🎯 🏛️ 🏆
JPMORGAN CHASE & COFinanzenJPMORGAN CHASE & COJPMFinanzen30,14060,2—
Meritas Wealth Management, LLCFinanzenJPMORGAN CHASE & COJPMFinanzenMeritas Wealth Management, LLC99+21.2 %79 %3330,19060,2🔍 🎯 🏛️ 🏆
Trinity Wealth Management, LLCFinanzenJPMORGAN CHASE & COJPMFinanzenTrinity Wealth Management, LLC126+20.1 %70 %2030,08060,2🔍 🎯 🏛️ 🏆
Provident Wealth Management, LLCFinanzenJPMORGAN CHASE & COJPMFinanzenProvident Wealth Management, LLC145+19.9 %63 %4930,14060,2🔍 🎯 🏛️ 🏆
Rocket Companies, Inc.FinanzenRocket Companies, Inc.RKTFinanzen22,60037,3—
Galaxy Digital Capital Management GP LLCFinanzenRocket Companies, Inc.RKTFinanzenGalaxy Digital Capital Management GP LLC3+58.3 %76 %3421,18037,3🔍 🎯 🏛️ 🏆
PEREGRINE INVESTMENT MANAGEMENT INCFinanzenRocket Companies, Inc.RKTFinanzenPEREGRINE INVESTMENT MANAGEMENT INC128+20.1 %60 %2524,0237,3🔍 🎯 🏛️ 🏆
BANK OF AMERICA CORP /DE/FinanzenBANK OF AMERICA CORP /DE/BACFinanzen20,285063,4—
Frontier Asset Management, LLCFinanzenBANK OF AMERICA CORP /DE/BACFinanzenFrontier Asset Management, LLC74+22.4 %82 %3420,0610063,4🔍 🎯 🏛️ 🏆
GOLDEN ROAD ADVISORS LLCFinanzenBANK OF AMERICA CORP /DE/BACFinanzenGOLDEN ROAD ADVISORS LLC105+20.9 %73 %2620,49063,4🔍 🎯 🏛️ 🏆
PROGRESSIVE CORP/OH/FinanzenPROGRESSIVE CORP/OH/PGRFinanzen20,90077,6—
NEW VERNON INVESTMENT MANAGEMENT LLCFinanzenPROGRESSIVE CORP/OH/PGRFinanzenNEW VERNON INVESTMENT MANAGEMENT LLC95+21.4 %85 %7121,74077,6🔍 🎯 🏛️ 🏆
Arkfeld Wealth Strategies, L.L.C.FinanzenPROGRESSIVE CORP/OH/PGRFinanzenArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %12620,06077,6🔍 🎯 🏛️ 🏆
S&P Global Inc.FinanzenS&P Global Inc.SPGIFinanzen21,1810055,5—
SEMPER AUGUSTUS INVESTMENTS GROUP LLCFinanzenS&P Global Inc.SPGIFinanzenSEMPER AUGUSTUS INVESTMENTS GROUP LLC103+21.0 %66 %5022,1210055,5🔍 🎯 🏛️ 🏆
BROOKS, MOORE & ASSOCIATES, INC.FinanzenS&P Global Inc.SPGIFinanzenBROOKS, MOORE & ASSOCIATES, INC.122+20.2 %80 %12520,2310055,5🔍 🎯 🏛️ 🏆
EnergieEnergie31,639351,0—
Venture Global, Inc.EnergieVenture Global, Inc.VGEnergie30,9010043,9—
Ripple Effect Asset Management LPEnergieVenture Global, Inc.VGEnergieRipple Effect Asset Management LP27+28.2 %76 %2130,0510043,9🔍 🎯 🏛️ 🏆
Recurrent Investment Advisors LLCEnergieVenture Global, Inc.VGEnergieRecurrent Investment Advisors LLC115+20.4 %69 %9931,4010043,9🔍 🎯 🏛️ 🏆
KAYNE ANDERSON CAPITAL ADVISORS LPEnergieVenture Global, Inc.VGEnergieKAYNE ANDERSON CAPITAL ADVISORS LP124+20.2 %78 %13231,2510043,9🔍 🎯 🏛️ 🏆
X-Energy, Inc.EnergieX-Energy, Inc.XEEnergie30,1110045,1—
Sourcerock Group LLCEnergieX-Energy, Inc.XEEnergieSourcerock Group LLC82+21.9 %68 %13030,1710045,1🔍 🎯 🏛️ 🏆
REAVES W H & CO INCEnergieX-Energy, Inc.XEEnergieREAVES W H & CO INC96+21.4 %75 %12130,0810045,1🔍 🎯 🏛️ 🏆
VIKING FUND MANAGEMENT LLCEnergieX-Energy, Inc.XEEnergieVIKING FUND MANAGEMENT LLC123+20.2 %73 %23030,0810045,1🔍 🎯 🏛️ 🏆
Solaris Energy Infrastructure, Inc.EnergieSolaris Energy Infrastructure, Inc.SEIEnergie26,3810048,3—
Goodlander Investment Management, LLCEnergieSolaris Energy Infrastructure, Inc.SEIEnergieGoodlander Investment Management, LLC1+90.3 %77 %2226,5610048,3🔍 🎯 🏛️ 🏆
Ripple Effect Asset Management LPEnergieSolaris Energy Infrastructure, Inc.SEIEnergieRipple Effect Asset Management LP27+28.2 %76 %2126,1910048,3🔍 🎯 🏛️ 🏆
DEVON ENERGY CORP/DEEnergieDEVON ENERGY CORP/DEDVNEnergie22,0710069,9—
Ripple Effect Asset Management LPEnergieDEVON ENERGY CORP/DEDVNEnergieRipple Effect Asset Management LP27+28.2 %76 %2123,5710069,9🔍 🎯 🏛️ 🏆
VIKING FUND MANAGEMENT LLCEnergieDEVON ENERGY CORP/DEDVNEnergieVIKING FUND MANAGEMENT LLC123+20.2 %73 %23020,5610069,9🔍 🎯 🏛️ 🏆
OCCIDENTAL PETROLEUM CORP /DE/EnergieOCCIDENTAL PETROLEUM CORP /DE/OXYEnergie21,265053,8—
Corecam Pte. Ltd.EnergieOCCIDENTAL PETROLEUM CORP /DE/OXYEnergieCorecam Pte. Ltd.52+24.9 %72 %2522,19053,8🔍 🎯 🏛️ 🏆
KAYNE ANDERSON CAPITAL ADVISORS LPEnergieOCCIDENTAL PETROLEUM CORP /DE/OXYEnergieKAYNE ANDERSON CAPITAL ADVISORS LP124+20.2 %78 %13220,3310053,8🔍 🎯 🏛️ 🏆
BP PLCEnergieBP PLCBPEnergie20,1810051,3—
Recurrent Investment Advisors LLCEnergieBP PLCBPEnergieRecurrent Investment Advisors LLC115+20.4 %69 %9920,0410051,3🔍 🎯 🏛️ 🏆
KAYNE ANDERSON CAPITAL ADVISORS LPEnergieBP PLCBPEnergieKAYNE ANDERSON CAPITAL ADVISORS LP124+20.2 %78 %13220,3210051,3🔍 🎯 🏛️ 🏆
InvestmentvehikelInvestmentvehikel20,845043,1—
Hyperliquid Strategies IncInvestmentvehikelHyperliquid Strategies IncPURRInvestmentvehikel20,845043,1—
Galaxy Digital Capital Management GP LLCInvestmentvehikelHyperliquid Strategies IncPURRInvestmentvehikelGalaxy Digital Capital Management GP LLC3+58.3 %76 %3421,38043,1🔍 🎯 🏛️ 🏆
Slate Path Capital LPInvestmentvehikelHyperliquid Strategies IncPURRInvestmentvehikelSlate Path Capital LP90+21.5 %62 %15120,3010043,1🔍 🎯 🏛️ 🏆
RohstoffeRohstoffe22,769452,0—
ELDORADO GOLD CORP /FIRohstoffeELDORADO GOLD CORP /FIEGORohstoffe26,1910059,5—
Orion Resource Partners LPRohstoffeELDORADO GOLD CORP /FIEGORohstoffeOrion Resource Partners LP4+57.1 %80 %4122,0010059,5🔍 🎯 🏛️ 🏆
Helikon Investments LtdRohstoffeELDORADO GOLD CORP /FIEGORohstoffeHelikon Investments Ltd17+30.7 %69 %35210,3810059,5🔍 🎯 🏛️ 🏆
Hudbay Minerals Inc.RohstoffeHudbay Minerals Inc.HBMRohstoffe24,8810052,4—
Orion Resource Partners LPRohstoffeHudbay Minerals Inc.HBMRohstoffeOrion Resource Partners LP4+57.1 %80 %4121,8410052,4🔍 🎯 🏛️ 🏆
L1 Capital Pty LtdRohstoffeHudbay Minerals Inc.HBMRohstoffeL1 Capital Pty Ltd70+22.8 %67 %6727,9210052,4🔍 🎯 🏛️ 🏆
MOSAIC CORohstoffeMOSAIC COMOSRohstoffe20,8710037,8—
Orion Resource Partners LPRohstoffeMOSAIC COMOSRohstoffeOrion Resource Partners LP4+57.1 %80 %4120,9410037,8🔍 🎯 🏛️ 🏆
Monaco Asset Management SAMRohstoffeMOSAIC COMOSRohstoffeMonaco Asset Management SAM127+20.1 %66 %20920,7910037,8🔍 🎯 🏛️ 🏆
PPG INDUSTRIES INCRohstoffePPG INDUSTRIES INCPPGRohstoffe24,6810064,2—
Drummond Knight Asset Management Pty LtdRohstoffePPG INDUSTRIES INCPPGRohstoffeDrummond Knight Asset Management Pty Ltd6+43.7 %86 %2127,6410064,2🔍 🎯 🏛️ 🏆
Albar Capital Partners LLPRohstoffePPG INDUSTRIES INCPPGRohstoffeAlbar Capital Partners LLP139+19.9 %72 %4721,7110064,2🔍 🎯 🏛️ 🏆
NUCOR CORPRohstoffeNUCOR CORPNUERohstoffe21,7210061,9—
Kinetic Partners Management, LPRohstoffeNUCOR CORPNUERohstoffeKinetic Partners Management, LP33+27.1 %71 %7920,9110061,9🔍 🎯 🏛️ 🏆
Avala Global LPRohstoffeNUCOR CORPNUERohstoffeAvala Global LP117+20.4 %81 %5822,5210061,9🔍 🎯 🏛️ 🏆
CLEVELAND-CLIFFS INC.RohstoffeCLEVELAND-CLIFFS INC.CLFRohstoffe21,9210041,3—
Benefit Street Partners LLCRohstoffeCLEVELAND-CLIFFS INC.CLFRohstoffeBenefit Street Partners LLC58+23.8 %66 %4421,6910041,3🔍 🎯 🏛️ 🏆
Avala Global LPRohstoffeCLEVELAND-CLIFFS INC.CLFRohstoffeAvala Global LP117+20.4 %81 %5822,1510041,3🔍 🎯 🏛️ 🏆
Lithium Argentina AGRohstoffeLithium Argentina AGLARRohstoffe20,5010029,5—
L1 Capital Pty LtdRohstoffeLithium Argentina AGLARRohstoffeL1 Capital Pty Ltd70+22.8 %67 %6720,3810029,5🔍 🎯 🏛️ 🏆
Sagil Capital LLPRohstoffeLithium Argentina AGLARRohstoffeSagil Capital LLP120+20.2 %70 %7920,6110029,5🔍 🎯 🏛️ 🏆
3M CORohstoffe3M COMMMRohstoffe21,335069,5—
Arkfeld Wealth Strategies, L.L.C.Rohstoffe3M COMMMRohstoffeArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %12620,06069,5🔍 🎯 🏛️ 🏆
Albar Capital Partners LLPRohstoffe3M COMMMRohstoffeAlbar Capital Partners LLP139+19.9 %72 %4722,5910069,5🔍 🎯 🏛️ 🏆
ImmobilienImmobilien20,3910041,0—
IRSA INVESTMENTS & REPRESENTATIONS INCImmobilienIRSA INVESTMENTS & REPRESENTATIONS INCIRSImmobilien20,3910041,0—
Praetorian PR LLCImmobilienIRSA INVESTMENTS & REPRESENTATIONS INCIRSImmobilienPraetorian PR LLC63+23.5 %73 %4820,4210041,0🔍 🎯 🏛️ 🏆
STONEHILL CAPITAL MANAGEMENT LLCImmobilienIRSA INVESTMENTS & REPRESENTATIONS INCIRSImmobilienSTONEHILL CAPITAL MANAGEMENT LLC114+20.5 %58 %3820,3610041,0🔍 🎯 🏛️ 🏆
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