Unternehmen
Unternehmen, die wir in unseren Thesen verfolgen
Jedes Unternehmen steht hier aus einem Grund: einem konkreten Marktmechanismus, der in einer These beschrieben ist. Unten die vollständige Liste der Namen, die durch unsere Körbe gelaufen sind, mit der durchschnittlichen Rendite, gemessen ab dem Veröffentlichungsdatum der jeweiligen These.
| Unternehmen | Börse | Thesen | Ø Rendite |
|---|---|---|---|
| FN Fabrinet |
NYSE | 1 | -19,7% |
| LMT LOCKHEED MARTIN CORP |
NYSE | 1 | -4,4% |
| COHR COHERENT CORP. |
NYSE | 1 | -13,4% |
| PANW Palo Alto Networks Inc |
NASDAQ | 1 | -0,2% |
| RTX RTX Corp |
NYSE | 1 | -3,7% |
| GEV GE Vernova Inc. |
NYSE | 1 | -14,0% |
| STX Seagate Technology Holdings plc |
NASDAQ | 1 | -4,5% |
| TMO THERMO FISHER SCIENTIFIC INC. |
NYSE | 1 | +7,0% |
| WDC WESTERN DIGITAL CORP |
NASDAQ | 1 | -20,5% |
| SYK STRYKER CORP |
NYSE | 1 | +5,9% |
| SPGI S&P Global Inc. |
NYSE | 1 | +3,2% |
| MPC Marathon Petroleum Corp |
NYSE | 1 | +14,0% |
| VLO VALERO ENERGY CORP/TX |
NYSE | 1 | +11,5% |
| PSX Phillips 66 |
NYSE | 1 | +14,7% |
| MCO MOODYS CORP /DE/ |
NYSE | 1 | +3,6% |
| NOC NORTHROP GRUMMAN CORP /DE/ |
NYSE | 1 | -0,1% |
| MDLZ Mondelez International, Inc. |
NASDAQ | 1 | +7,7% |
| LITE Lumentum Holdings Inc. |
NASDAQ | 1 | +3,4% |
| MT ArcelorMittal |
AMS | 1 | +7,6% |
| HEI HEICO CORP |
NYSE | 1 | -2,0% |
| LHX L3HARRIS TECHNOLOGIES, INC. /DE/ |
NYSE | 1 | -6,5% |
| CCJ CAMECO CORP |
NYSE | 1 | +8,3% |
| HSY HERSHEY CO |
NYSE | 1 | +9,3% |
| EQT EQT Corp |
NYSE | 1 | +10,0% |
| NTR Nutrien Ltd. |
NYSE | 1 | +15,0% |
| ZS Zscaler, Inc. |
NASDAQ | 1 | +21,2% |
| OTIS Otis Worldwide Corp |
NYSE | 1 | +1,0% |
| SN SharkNinja, Inc. |
LON | 1 | -4,9% |
| OKTA Okta, Inc. |
NASDAQ | 1 | -9,5% |
| WST WEST PHARMACEUTICAL SERVICES INC |
NYSE | 1 | -0,2% |
| EXE EXPAND ENERGY Corp |
NASDAQ | 1 | +10,1% |
| YPF YPF SOCIEDAD ANONIMA |
NYSE | 1 | -0,4% |
| ZBH ZIMMER BIOMET HOLDINGS, INC. |
NYSE | 1 | +10,9% |
| CF CF Industries Holdings, Inc. |
NYSE | 1 | +10,0% |
| ONTO ONTO INNOVATION INC. |
NYSE | 1 | -3,5% |
| JBS JBS N.V. |
NYSE | 1 | -1,4% |
| AA Alcoa Corp |
NYSE | 1 | +20,9% |
| HBM Hudbay Minerals Inc. |
NYSE | 1 | +36,8% |
| AR ANTERO RESOURCES Corp |
NYSE | 1 | +14,2% |
| SAIL SailPoint, Inc. |
NASDAQ | 1 | +18,9% |
| MP MP Materials Corp. / DE |
NYSE | 1 | +15,0% |
| AVAV AeroVironment Inc |
NASDAQ | 1 | +7,3% |
| RRC RANGE RESOURCES CORP |
NYSE | 1 | +15,7% |
| VIST Vista Energy, S.A.B. de C.V. |
NYSE | 1 | +0,1% |
| CAMT CAMTEK LTD |
NASDAQ | 1 | +3,5% |
| MORN Morningstar, Inc. |
NASDAQ | 1 | +3,5% |
| ICL ICL Group Ltd. |
NYSE | 1 | +19,6% |
| MOS MOSAIC CO |
NYSE | 1 | +13,5% |
| LNTH Lantheus Holdings, Inc. |
NASDAQ | 1 | -0,5% |
| STVN Stevanato Group S.p.A. |
NYSE | 1 | +17,0% |
| PRM Perimeter Solutions, Inc. |
NYSE | 1 | +2,7% |
| USAR USA Rare Earth, Inc. |
NASDAQ | 1 | +4,2% |
| CENX CENTURY ALUMINUM CO |
NASDAQ | 1 | +3,0% |
| MEOH METHANEX CORP |
NASDAQ | 1 | +4,9% |
| PAM Pampa Energy Inc. |
NYSE | 1 | -7,8% |
| TGS GAS TRANSPORTER OF THE SOUTH INC |
NYSE | 1 | -7,8% |
| TLX Telix Pharmaceuticals Ltd |
ASX | 1 | -10,1% |
| LEU CENTRUS ENERGY CORP |
NYSEAMERICAN | 1 | +4,6% |
| SBLK Star Bulk Carriers Corp. |
NASDAQ | 1 | +12,6% |
| CC Chemours Co |
NYSE | 1 | +1,4% |
| MTX MINERALS TECHNOLOGIES INC |
ETR | 1 | -7,4% |
| NEO NEOGENOMICS INC |
TSE | 1 | -16,7% |
| ENR ENERGIZER HOLDINGS, INC. |
ETR | 1 | -8,8% |
| WLFC WILLIS LEASE FINANCE CORP |
NASDAQ | 1 | -76,0% |
| GNK GENCO SHIPPING & TRADING LTD |
NYSE | 1 | +5,7% |
| HSHP Himalaya Shipping Ltd. |
NYSE | 1 | +7,2% |
| SHIP Seanergy Maritime Holdings Corp. |
NASDAQ | 1 | +8,4% |
| MOVE Corvex, Inc. |
SWX | 1 | -5,6% |
| 0522 ASMPT |
HKG | 1 | -14,9% |
| AFM Alphamin Resources Corp. |
CVE | 1 | -2,0% |
| ANTO Antofagasta plc |
LON | 1 | +7,1% |
| AAC Ares Acquisition Corp III |
ASX | 1 | -1,8% |
| BESI BE Semiconductor Industries |
AMS | 1 | -12,8% |
| BARN Barry Callebaut AG |
SWX | 1 | +1,5% |
| BITTI Bittium |
HEL | 1 | -3,8% |
| BBD.B Bombardier |
TSE | 1 | +1,2% |
| CS Capstone Copper |
TSE | 1 | +22,8% |
| LISN Chocoladefabriken Lindt & Sprüngli AG |
SWX | 1 | -2,5% |
| 0189 Dongyue Group |
HKG | 1 | +0,2% |
| DRO DroneShield Limited |
ASX | 1 | -14,5% |
| 2383 Elite Material Co., Ltd. |
TPE | 1 | +19,7% |
| EXENS Exosens |
EPA | 1 | -3,5% |
| 4901 FUJIFILM Holdings Corporation |
TYO | 1 | -3,4% |
| 6406 Fujitec Co., Ltd. |
TYO | 1 | +4,9% |
| GXI Gerresheimer AG |
ETR | 1 | -4,8% |
| 009540 HD Korea Shipbuilding & Offshore Engineering |
KRX | 1 | +2,5% |
| HAG HENSOLDT AG |
ETR | 1 | +18,8% |
| 042660 Hanwha Ocean |
KRX | 1 | +1,2% |
| 6324 Harmonic Drive Systems Inc. |
TYO | 1 | -24,4% |
| 9509 Hokkaido Electric Power Company |
TYO | 1 | +8,0% |
| 6213 ITEQ Corporation |
TPE | 1 | +95,1% |
| KNEBV KONE Oyj |
HEL | 1 | +7,4% |
| 9508 Kyushu Electric Power Company |
TYO | 1 | +10,2% |
| 373220 LG Energy Solution |
KRX | 1 | +3,2% |
| 688017 Leader Harmonious Drive Systems Co., Ltd. |
SHA | 1 | -18,8% |
| LONN Lonza Group AG |
SWX | 1 | +5,3% |
| LUN Lundin Mining |
TSE | 1 | +10,4% |
| LYC Lynas Rare Earths |
ASX | 1 | -0,3% |
| 2337 Macronix International |
TPE | 1 | +0,8% |
| MLX Metals X Limited |
ASX | 1 | +22,9% |
| BEEF3 Minerva S.A. |
BVMF | 1 | +9,0% |
| 7011 Mitsubishi Heavy Industries |
TYO | 1 | +3,7% |
| 7003 Mitsui E&S |
TYO | 1 | -6,5% |
| NKT NKT A/S |
CPH | 1 | +1,7% |
| 6268 Nabtesco Corporation |
TYO | 1 | -12,5% |
| 2408 Nanya Technology |
TPE | 1 | +15,5% |
| NEX Nexans S.A. |
EPA | 1 | +5,4% |
| 600989 Ningxia Baofeng Energy Group |
SHA | 1 | +4,9% |
| 3110 Nitto Boseki Co., Ltd. |
TYO | 1 | +9,5% |
| NHY Norsk Hydro ASA |
OSL | 1 | +2,7% |
| PRY Prysmian S.p.A. |
BIT | 1 | -3,7% |
| RHM Rheinmetall AG |
ETR | 1 | +17,3% |
| ROI Rosenbauer International |
VIE | 1 | +0,5% |
| 010950 S-Oil Corporation |
KRX | 1 | +10,8% |
| 096770 SK Innovation |
KRX | 1 | +6,9% |
| SSAB-B SSAB AB |
STO | 1 | -1,2% |
| SAF Safran |
EPA | 1 | -4,6% |
| SZG Salzgitter AG |
ETR | 1 | +6,4% |
| 010140 Samsung Heavy Industries |
KRX | 1 | -3,6% |
| 006400 Samsung SDI |
KRX | 1 | +10,9% |
| 1211 Saudi Arabian Mining Company (Ma'aden) |
TADAWUL | 1 | +15,7% |
| SCHP Schindler Holding |
SWX | 1 | +3,6% |
| SFZN Siegfried Holding AG |
SWX | 1 | +1,9% |
| SLX Silex Systems |
ASX | 1 | +0,8% |
| 6762 TDK Corporation |
TYO | 1 | -10,3% |
| 6481 THK Co., Ltd. |
TYO | 1 | -4,0% |
| 6274 Taiwan Union Technology Corporation |
TPE | 1 | +1,7% |
| 9503 The Kansai Electric Power Company |
TYO | 1 | +10,3% |
| THEON Theon International |
AMS | 1 | -2,5% |
| 9501 Tokyo Electric Power Company Holdings |
TYO | 1 | +6,3% |
| 2344 Winbond Electronics |
TPE | 1 | +10,7% |
| YAR Yara International |
OSL | 1 | -0,8% |
| YPSN Ypsomed Holding |
SWX | 1 | +14,0% |
| 000960 Yunnan Tin Co., Ltd. |
SHE | 1 | +13,0% |
| 600160 Zhejiang Juhua |
SHA | 1 | -10,6% |
| 603379 Zhejiang Sanmei Chemical Industry |
SHA | 1 | -5,9% |
| VOE voestalpine AG |
VIE | 1 | -0,6% |
Wie diese Liste zu lesen ist
Die durchschnittliche Rendite ist die Kursveränderung ab dem Veröffentlichungsdatum der These, in der Notierungswährung und ohne Dividenden. Taucht ein Unternehmen in mehreren Thesen auf, mitteln wir diese jeweils einzeln, denn jede hatte ihr eigenes Einstiegsdatum.
Das ist keine Empfehlungsliste und kein Portfolio. Ein Unternehmen kommt als Profiteur des beschriebenen Mechanismus in den Korb, nicht weil wir es für billig oder angesagt halten.