| Aktie | Ticker | 2025/Q4 | 2025/Q3 | ||
|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 1.372.801.049 $ | +99.874.789 $ | 1.307.848.906 $ | +1.307.848.906 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 870.333.439 $ | +36.917.124 $ | 833.416.315 $ | +833.416.315 $ |
| INSMED Inc | INSM | 31.398.556 $ | +5.411.808 $ | 25.986.748 $ | +25.986.748 $ |
| EMBRAER S.A. | EMBJ | 27.612.928 $ | +2.730.862 $ | 24.882.066 $ | +24.882.066 $ |
| NVIDIA CORP | NVDA | 22.723.720 $ | -9.747 $ | 22.733.467 $ | +22.733.467 $ |
| MICROSOFT CORP | MSFT | 16.668.447 $ | -1.183.218 $ | 17.851.665 $ | +17.851.665 $ |
| WINTRUST FINANCIAL CORP | WTFC | 16.441.434 $ | +1.783.902 $ | 14.657.532 $ | +14.657.532 $ |
| AMAZON COM INC | AMZN | 16.001.597 $ | +1.888.955 $ | 14.112.642 $ | +14.112.642 $ |
| PIPER SANDLER COMPANIES | PIPR | 15.934.098 $ | +187.345 $ | 15.746.753 $ | +15.746.753 $ |
| CAMECO CORP | CCJ | 15.868.849 $ | +1.323.416 $ | 14.545.433 $ | +14.545.433 $ |
| OSI SYSTEMS INC | OSIS | 15.737.512 $ | +1.090.854 $ | 14.646.658 $ | +14.646.658 $ |
| BOEING CO | BA | 9.948.713 $ | -3.705.387 $ | 13.654.100 $ | +13.654.100 $ |
| LendingClub Corp | LC | 13.432.362 $ | +9.030.467 $ | 4.401.895 $ | +4.401.895 $ |
| APPFOLIO INC | APPF | 12.572.123 $ | -853.554 $ | 13.425.677 $ | +13.425.677 $ |
| CARPENTER TECHNOLOGY CORP | CRS | 13.157.164 $ | +2.065.877 $ | 11.091.287 $ | +11.091.287 $ |
| SKYWEST INC | SKYW | 11.555.886 $ | -1.473.599 $ | 13.029.485 $ | +13.029.485 $ |
| Rocket Lab Corp | RKLB | 12.888.927 $ | +4.456.096 $ | 8.432.831 $ | +8.432.831 $ |
| EXXON MOBIL CORP | XOM | 12.695.870 $ | +800.745 $ | 11.895.125 $ | +11.895.125 $ |
| Fabrinet | FN | 12.598.053 $ | +3.101.160 $ | 9.496.893 $ | +9.496.893 $ |
| GOLDMAN SACHS GROUP INC | GS | 11.427.000 $ | +1.074.450 $ | 10.352.550 $ | +10.352.550 $ |
| LATTICE SEMICONDUCTOR CORP | LSCC | 11.137.952 $ | +692.711 $ | 10.445.241 $ | +10.445.241 $ |
| Ascendis Pharma A/S | ASND | 9.885.734 $ | +821.263 $ | 9.064.471 $ | +9.064.471 $ |
| Bloom Energy Corp | BE | 9.741.759 $ | +529.211 $ | 9.212.548 $ | +9.212.548 $ |
| CENTRUS ENERGY CORP | LEU | 6.407.785 $ | -2.976.794 $ | 9.384.579 $ | +9.384.579 $ |
| Moelis & Co | MC | 8.495.424 $ | +8.495.424 $ | ||
| Planet Labs PBC | PL | 8.298.985 $ | +3.118.239 $ | 5.180.746 $ | +5.180.746 $ |
| Shift4 Payments, Inc. | FOUR | 4.949.150 $ | -3.264.200 $ | 8.213.350 $ | +8.213.350 $ |
| REPLIGEN CORP | RGEN | 7.702.125 $ | +7.702.125 $ | ||
| Liberty Media Corp | FWONA | 7.197.850 $ | -347.090 $ | 7.544.940 $ | +7.544.940 $ |
| ALPHA PRO TECH LTD | APT | 7.544.066 $ | +1.925.367 $ | 5.618.699 $ | +5.618.699 $ |
| COMMVAULT SYSTEMS INC | CVLT | 7.235.749 $ | +7.235.749 $ | ||
| SITIME Corp | SITM | 7.126.668 $ | +7.126.668 $ | ||
| ARGENX SE | ARGX | 6.941.201 $ | +853.381 $ | 6.087.820 $ | +6.087.820 $ |
| SEACOAST BANKING CORP OF FLORIDA | SBCF | 6.480.281 $ | +562.194 $ | 5.918.087 $ | +5.918.087 $ |
| JPMORGAN CHASE & CO | JPM | 6.433.767 $ | +135.576 $ | 6.298.191 $ | +6.298.191 $ |
| CHEVRON CORP | CVX | 6.096.400 $ | -115.200 $ | 6.211.600 $ | +6.211.600 $ |
| CLEAN HARBORS INC | CLH | 5.887.474 $ | +5.887.474 $ | ||
| WESTERN DIGITAL CORP | WDC | 5.844.345 $ | +1.754.782 $ | 4.089.563 $ | +4.089.563 $ |
| SYNOPSYS INC | SNPS | 5.563.833 $ | -203.896 $ | 5.767.729 $ | +5.767.729 $ |
| TransDigm Group INC | TDG | 5.409.830 $ | +48.125 $ | 5.361.705 $ | +5.361.705 $ |
| URANIUM ENERGY CORP | UEC | 5.049.171 $ | -358.291 $ | 5.407.462 $ | +5.407.462 $ |
| PATRICK INDUSTRIES INC | PATK | 5.200.845 $ | +5.200.845 $ | ||
| KLA CORP | KLAC | 5.054.733 $ | +768.377 $ | 4.286.356 $ | +4.286.356 $ |
| FLOWSERVE CORP | FLS | 4.920.870 $ | +4.920.870 $ | ||
| GATX CORP | GATX | 3.855.517 $ | -1.035.387 $ | 4.890.904 $ | +4.890.904 $ |
| SEMTECH CORP | SMTC | 4.745.562 $ | +4.745.562 $ | ||
| INTUITIVE SURGICAL INC | ISRG | 759.489 $ | -3.982.938 $ | 4.742.427 $ | +4.742.427 $ |
| ON SEMICONDUCTOR CORP | ON | 4.702.475 $ | +1.174.675 $ | 3.527.800 $ | +3.527.800 $ |
| CITIGROUP INC | C | 4.667.600 $ | +607.600 $ | 4.060.000 $ | +4.060.000 $ |
| CYTOKINETICS INC | CYTK | 4.463.050 $ | +1.049.100 $ | 3.413.950 $ | +3.413.950 $ |
| RAMBUS INC | RMBS | 4.392.618 $ | +2.659.772 $ | 1.732.846 $ | +1.732.846 $ |
| Magnolia Oil & Gas Corp | MGY | 3.960.009 $ | +3.960.009 $ | ||
| CHEESECAKE FACTORY INC | CAKE | 3.779.667 $ | +3.779.667 $ | ||
| CHART INDUSTRIES INC | GTLS | 3.562.829 $ | +75.009 $ | 3.487.820 $ | +3.487.820 $ |
| RALPH LAUREN CORP | RL | 3.529.381 $ | +2.604.065 $ | 925.316 $ | +925.316 $ |
| CURTISS WRIGHT CORP | CW | 3.414.566 $ | +51.596 $ | 3.362.970 $ | +3.362.970 $ |
| AeroVironment Inc | AVAV | 2.983.750 $ | -423.500 $ | 3.407.250 $ | +3.407.250 $ |
| MERCADOLIBRE INC | MELI | 946.702 $ | -2.147.407 $ | 3.094.109 $ | +3.094.109 $ |
| MICROCHIP TECHNOLOGY INC | MCHP | 2.965.138 $ | -37.128 $ | 3.002.266 $ | +3.002.266 $ |
| NATIONAL FUEL GAS CO | NFG | 956.077 $ | -1.857.883 $ | 2.813.960 $ | +2.813.960 $ |
| BOX INC | BOX | 2.431.250 $ | -81.250 $ | 2.512.500 $ | +2.512.500 $ |
| WYNN RESORTS LTD | WYNN | 2.442.338 $ | +1.772.384 $ | 669.954 $ | +669.954 $ |
| Vertiv Holdings Co | VRT | 2.234.928 $ | +153.814 $ | 2.081.114 $ | +2.081.114 $ |
| UNITED THERAPEUTICS Corp | UTHR | 2.218.449 $ | +1.888.531 $ | 329.918 $ | +329.918 $ |
| HF Sinclair Corp | DINO | 1.942.272 $ | -263.859 $ | 2.206.131 $ | +2.206.131 $ |
| ASML HOLDING NV | ASML | 2.009.197 $ | +527.051 $ | 1.482.146 $ | +1.482.146 $ |
| LAM RESEARCH CORP | LRCX | 1.976.102 $ | +623.176 $ | 1.352.926 $ | +1.352.926 $ |
| CONOCOPHILLIPS | COP | 1.872.200 $ | -19.600 $ | 1.891.800 $ | +1.891.800 $ |
| GRAHAM CORP | GHM | 1.887.591 $ | +1.887.591 $ | ||
| Palo Alto Networks Inc | PANW | 1.629.249 $ | -171.770 $ | 1.801.019 $ | +1.801.019 $ |
| Immunocore Holdings plc | IMCR | 1.717.125 $ | +4.654 $ | 1.712.471 $ | +1.712.471 $ |
| GAP INC | GAP | 1.438.899 $ | +1.438.899 $ | ||
| ORACLE CORP | ORCL | 536.977 $ | -897.347 $ | 1.434.324 $ | +1.434.324 $ |
| BARCLAYS PLC | BCS | 1.152.351 $ | +216.434 $ | 935.917 $ | +935.917 $ |
| NETFLIX INC | NFLX | 622.191 $ | -393.294 $ | 1.015.485 $ | +1.015.485 $ |
| Mastercard Inc | MA | 731.297 $ | -78.688 $ | 809.985 $ | +809.985 $ |
| DARDEN RESTAURANTS INC | DRI | 748.409 $ | +143.445 $ | 604.964 $ | +604.964 $ |
| SAIA INC | SAIA | 724.221 $ | +127.297 $ | 596.924 $ | +596.924 $ |
| Strategy Inc | MSTR | 643.453 $ | +643.453 $ | ||
| INSULET CORP | PODD | 529.255 $ | -45.600 $ | 574.855 $ | +574.855 $ |
| JONES LANG LASALLE INC | JLL | 537.006 $ | +537.006 $ | ||
| ADVANCED MICRO DEVICES INC | AMD | 411.830 $ | +411.830 $ | ||
| 1.372.801.049 $ | +99.874.789 $ | 1.307.848.906 $ | +1.307.848.906 $ | ||
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