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Top Holdings

Chart Asset Allocation
Name ISIN Anteil
Comfort Systems USA Inc US1999081045 4,97%
NVIDIA Corp US67066G1040 4,33%
SPIE SA FR0012757854 3,33%
Taiwan Semiconductor Manufacturing Co Ltd TW0002330008 3,13%
Dell Technologies Inc Ordinary Shares - Class C US24703L2025 2,78%
Celestica Inc Ordinary Shares (Subordinate Voting) CA15101Q2071 2,72%
Cavco Industries Inc US1495681074 2,71%
Applied Industrial Technologies Inc US03820C1053 2,69%
Essilorluxottica FR0000121667 2,69%
WESCO International Inc US95082P1057 2,54%
Sonstige 68,12%