4Sterne

W/KGV Wachstum% PEG=KGV/GW 10 Jahre 5 Jahre

Abercrombie & Fitch Co. 34.69 13.61 4 3.55 68 0.28 N N
Acea S.P.A. 19.2 6.33 4 1.1 8 1.39 St. U N J
adidas 292.4 17.66 4 2.52 50 J J
Ajinomoto Co. Inc. 18.4 18.08 4 1.28 19 0.4 0N N
Allegheny Technologies Inc. 19.5 13.61 4 5.24 92 N N
Alstom S.A. 44.63 9.4 4 1.4 20
Ameriprise Financial Inc 210 6.33 4 1.62 14
ANA HOLDINGS INC 19 20.55 4 4.44 77
Andritz AG 46.66 17.37 4 1.7 15
Anglo American PLC 39.2 6.06 4 2.86 21 0.45 N J
Archer Daniels Midland Co. (ADM)55.3 7.45 4 1.12 12
Asahi Glass Co. Ltd. 36 6.58 4 4.41 38
Assicurazioni Generali S.p.A. 17.73 18.04 4 2.26 11
AvalonBay Communities Inc. 162 25.97 4 0.53 30
AXA S.A. 22.66 6.85 4 3.3 11
Bank of America Corp. 34.98 577 4 1.85 19 0
Bank of China (Hongkong) Ltd. 3.04 11.95 4 1.42 8 1.15 St U J N
Bank of China Ltd. 0.34 6.2 4 5.12 6
Bank of Montreal 82.56 10.48 4 1.76 13 0
Bankinter, SA Reg.Shs 4.74 6.51 4 2.21 18
Bayer 56.35 11.13 4 1.27 7 St U
BayWa AG (vink. NA) 40.8 18.52 4 1.2 23
BHP Billiton Ltd. 32.15 7.91 4 0.82 13 3.93 0 J
Boston Properties Inc. 91.5 52.48 4 0.58 32 0
Brime Technologies S.A. 29 6.58 4 4.54 43
British Land Company plc 6.08 19.49 4 1.15 18 St U N N
BT Group plc 1.98 8.62 4 1.58 7 St U N N
Burckhardt Compression AG 230 15.76 4 1.5 24 St U N N
C.H. Robinson Worldwide Inc. 80.5 19.51 4 1.08 17 0
Cabot Oil & Gas Corp 15 47.17 4 3.44 30
CAIXABANK S.A. 2.82 9.83 4 3.32 21
Canadian Natural Resources Ltd. 28.74 9.84 4 7.1 12
Canon Inc. 19.01 15.54 4 2.29 28
Capital One Financial Corp. 131 8.05 4 14.74 121
Carrefour S.A. 17.3 12.52 4 1.54 11 St U N N
Caterpillar Inc. 199.55 9.78 4 1.67 24 0
CenterPoint Energy Inc. 20.2 15.78 4 0
CEWE Stiftung & Co. KGaA 132.2 9.86 4 0
Charles Schwab 59.96 18.09 4 0
Citizen Watch Co., Ltd. 3.06 19.38 4 3.06 16
CLP Holdings 8.25 15.34 4 0
CNOOC Ltd. 0.94 7.25 4 7.36 21
Commonwealth Bank Australia Ltd.62.39 11.92 4 0
ConocoPhillips 47.74 6.21 4 4.27 14
Corporacion Financiera Alba S.A. 46.1 10.2 4 0
COSCO Pacific Ltd. 0.69 24 4 2.13 7.5
Crane Co. 79.5 9.83 4 0
CRH plc 42.46 15.01 4 1.29 13
Cummins Inc. 219.5 8.48 4 1.53 15 0.75 St U J J
CVS Health Corp 71.88 12.52 4 1.15 8 1.1 St U J N
Darling Ing 4 2.47 35 0.4 J J
D.R. Horton Inc. 79.5 77.5 4 2.74 18
Daiwa House Industry Co. Ltd. 23.8 19.75 4 2.03 13
Deutsche Bank AG 11.78 6.23 4 13.24 97
Deutsche Euroshop AG 18.63 27.09 4 1.33 6.2 St U N N
Deutsche Post AG 51.84 10.96 4 1.39 13
Devon Energy Corp. 22.25 7.93 4 73 570
Devoteam SA 108.2 5.78 4 0
D'Ieteren NV 89.55 9.19 4 0
Dover Corp. 123 10.77 4 0
DOWA HOLDINGS CO LTD 34.4 14 4 2.64 21
DTE Energy Co. 116 14.87 4 0
E.ON SE 10.6 11.51 4 1.73 12

Seite 1
 4Sterne

Eastman Chemical Company 106.65 10.03 4 1.49 17 St U J J

easyJet plc 11.8 9.01 4 4.52 49
ElringKlinger AG 4 18.31 187
Emerson Electric Co. 78.24 12.01 4 0
Enagas S.A. 19.21 8.26 4 0.96 5.26 St U J N
Endesa S.A. 23.24 6.65 4 0.92 7
Engie (ex GDF Suez) 13.13 11.48 4 2.11 13
Entergy Corp. 86.5 8.86 4 0
EOG Resources Inc. 68.76 21.32 4 4.98 55
Eurazeo S.A. 71.3 74.26 4 89 1017
ExxonMobil Corp. (Exxon Mobil) 50 8.01 4 12.8 152
FedEx Corp. 254.1 12.52 4 0
Ferrovial SA 24.2 16.45 4 2.1 106
First Horizon National Corp. 15.8 16.03 4 2.31 20
Firstrand LtdShs 3 13.82 4 2.08 15
FlatExdegiro 114 30 3 2.91 32
Foot Locker Inc. 53.88 15.06 4 2.62 25
Fortum Oyj 23.15 10.89 4 0
Franklin Resources Inc. 28.34 11.37 4 1.29 8 St U N N
Fraport AG 58.52 15.56 4 6.06 74
freenet AG 21.96 7.32 4 1.2 7 St U J N
Freeport-McMoRan Inc 36.32 7.98 4 3.06 51 N J
Fresenius Medical Care AG & Co. 66.88 21.48 St.
KGaA (FMC) 4 1.03 11 0
Fresenius SE & Co. KGaA (St.) 44.92 17.09 4 1.17 10
Fuji Electric Co Ltd. 35.6 12.06 4 1.37 15
Gap Inc. 29.54 15.41 4 3.58 55
GEA 35.37 10.67 4 0
Goldman Sachs 302.1 15.83 4 2.61 21
Grainger Inc., W.W. 382.4 15.93 4 0
Halliburton Co. 19.48 8.13 4 2.1 31
Hang Seng Bank 16.7 12.12 4 1.13 11
Harley-Davidson Inc. 42.45 14.86 4 5.33 67
Heineken Holding N.V. 85.3 13.55 4 0
Hellenic Petroleum S.A. 6.34 10.04 4 50.71 287
Henderson Land Development Co. Ltd.
3.76 17.08 4 1.22 7 St U J N
Hess Corp 71.5 7.11 4 0
HHLA AG (Hamburger Hafen und Logistik)
21.5 15.98 4 1.99 21
Hitachi Ltd. 40.62 6.42 4 1.49 12 St U J J
Honda Motor Co. Ltd. 24.92 23.33 4 2.71 16
HSBC Holdings plc 5.22 21 4 3.22 7.51
Imerys S.A. 43.16 9.52 4 1.99 16
Imperial Oil Ltd 27.34 10.09 4 7.44 84
Instone Real 25 17 3 5.68 30
International Paper Co. 52.04 8.36 4 2.55 22
Interpublic Group of Cos. Inc. 26.6 13.77 4 1.3 12 St U J J
Ipsos S.A. 33.65 10.18 4 0
Isuzu Motors Ltd. 10 7.98 4 4.43 33
J. Sainsbury plc 3.09 9.82 4 3.17 27
Japan Tobacco Inc. 16.27 13.84 4 1.27 9 St U N N
JPMorgan Chase & Co. 134.54 6.68 4 0
K+S AG 9.72 9.88 4 1.44 29
Kawasaki Heavy Industries Ltd. 18.75 15.43 4 5.99 76
KDDI Corp. 27.35 8.82 4 0.99 8 St U J N
Kellogg Co. 53.96 14.04 4 0
Kingfisher plc 4.4 9.29 4 0
Kohl's Corp. 51.5 8.1 4 5.56 12
Komatsu Ltd. 24.68 10.9 4 2.5 29
Konica Minolta Holdings Inc. 4.28 16.37 4 6.01 59
KRONES AG 75.45 25.86 4 9.21 98
LVMH Moet Hennessy Louis Vuitton622.1
S.A. 18.39 4 0
M&T Bank Corp. 136 12.75 4 1.32 12.5 St U
Macquarie Group Ltd. 97.88 12.88 4 0
Macy's Inc 15.89 5.16 4 3.27 44
Magna Inc 79.54 7.31 4 3.68 28

Seite 2
 4Sterne

Marathon Oil Corp. 9.99 9.02 4 1.53 29

Marubeni Corp. 7.06 5.37 4 2.1 8
Mattel Inc. 17.08 10.88 4 2.22 31
Maxar 25 9 2 11.39 112
McKesson Corp. 162.35 14.54 4 1.36 9
Mediaset Espana Comunicacion S.A.5.64 24.24 4 1.35 6 St U N N
Mediaset S.p.A. 2.84 6.5 4 1.53 15 St U N N
MELIA HOTELS INTERNATIONAL 6.79S.A. 21.79 4 78.3 1140
Millicom International Cellular SA 37.4 12.43 4 2.97 62
Minebea Co. Ltd. 20.8 20.93 4 0
Mitsubishi UFJ Financial Group Inc.4.67
(MTFG) 5.66 4 1.33 8 St U N N
Mizuho Financial Group Inc. 12.5 6.7 4 1.88 10
Molson Coors Brewing Company (MCBC)
47.41 10.25 4 0
Morgan Stanley 72.46 11.22 4 1.21 10
Murphy Oil Corp. 17.38 8.03 4 82.57 1352
Newell Brands Inc 24.01 7.97 4 1.03 10
Nikon Corp. 8.11 16.25 4 2.56 44
Nippon Steel & Sumitomo Metal Corporation
16.77 15.89 4 15.23 96
Nippon Telegraph and Telephone Corp.
22.07(NTT) 10.13 4 1.81 10
Nokia Oyj (Nokia Corp.) 4.16 5.83 4 0
Nordstrom Inc. 35.21 13.14 4 4.11 64
Nucor Corp. 86.86 15.31 4 0
NV Bekaert SA 37.54 6.78 4 2.24 15
Oji Holdings Corporation 5.1 13.86 4 2.54 20
OMV AG 47.37 6.83 4 4.72 26
Oracle Corp. 64.48 11.52 4 0
Orange S.A. (ex France Télécom) 10.53 6.38 4 1.77 8
Orix 14 9.2 4 3.05 15
Osaka Gas Co. Ltd. 16.2 15.86 4
Österreichische Post AG 40.5 14.3 4
Oversea Chinese Banking Corp. Ltd.7.45 13.59 4
Palfinger AG 38.6 14.71 4
Patterson Companies Inc. 28.8 15.36 4
Pearson plc 9.9 14.37 4
Pfizer Inc. 32.7 9.13 4
Pinnacle West Capital Corp. 70 17.24 4
PostNL N.V. 4.56 5.04 4
Range Resources Corp. 11.66 56.82 4
Rieter AG (N) 133.3 5.06 4
Rio Tinto Ltd. 82.07 7.6 4
Rio Tinto plc 73.7 6.4 4
Robert Half 73 24.5 4
Rosenbauer 57.8 9.91 4
Ross Stores Inc. 105.36 17.02 4
Ryder System Inc. 71 9.61 4
SAFRAN S.A. 121.1 17.46 4
Saint-Gobain S.A. (Compagnie de 54.63 8.26
Saint-Gobain) 4
Salzgitter 27.08 12.49 4
Schlumberger N.V. (Ltd.) 27.25 15.62 4
Sealed Air Corp. 45.8 11.44 4
SEB S.A. 151.6 9.6 4
Sempra Energy 112.8 12.23 4
Seven & i Holdings Co. Ltd. 36.59 16.24 4
Severn Trent plc 28.81 18.56 4
Shanghai Industrial Holdings Ltd. (SIHL)
1.25 5.33 4
Signify 4 1.25 11 St U
Sixt SE St. 126.5 6.28 4 5.42 81
SLM Corp. 16.38 5.1 4
SNAM S.p.A. 4.72 11.79 4
Solvay S.A. 110.05 18.06 4
Steel Dynamics Inc. 53 9.45 4
STRABAG SE 35.85 10.26 4
Sumitomo Chemical Co. Ltd. 4.42 81 4
SUMITOMO HEAVY INDUSTRIES 24.4
LTD 11.45 4
Seite 3
 4Sterne

Sumitomo Mitsui Financial Group 29.98

Inc. (SMFG)6.99 4
Suncor Energy Inc. 19.69 11.31 4
Swiss Steel (ex Schmolz + Bickenbach)
0.41 12.44 4
Swisscom AG 439.1 10.49 4
Sysco Corp. 69.06 14.11 4
Takashimaya Co. Ltd. 9.1 18.48 4
Telekom Austria AG 7.07 14.67 4
Television FSE 1 S.A. (TF1) 8.5 7 4
Tenaris SAReg.Shs 9.91 15.53 4
The Navigator Company 3.21 5.23 4
Tilray 52 9 1.36 140 0
TJX Cos. Inc. 59 17.22 4
Tokio Marine Holdings Inc 41.2 243 4
Toshiba TEC Corp. 32 33.22 4
Toyota Motor Corp. 65.43 35.07 4
Traton 4 6.22 126
Tyson Foods Inc. 65.94 10.03 4
Unilever plc 49.97 17.23 4
United Parcel Service Inc. (UPS) 177.95 16.59 4
UnitedHealth Inc. 336.8 9.19 4
Vienna Insurance 24.2 10.44 4
Vivendi S.A. 29.69 8.71 4
Vossloh AG 43.7 14.82 4
Wacker Neuson SE 25.4 9.44 4
Wells Fargo & Co. 39.34 6.29 4
Wendel InvestissementAct. 114.4 5.27 4
Westpac Banking Corp. 15.95 9.72 4
Whirlpool Corp. 201.9 8.39 4
Williams Companies Inc. 21.63 14.94 4
Wm Morrison Supermarkets plc 2.14 10.42 4
Wüstenrot & Württembergische AG19.1 12.16 4
Zions Bancorporation 49.2 21.33 4

Seite 4
 Champions

Sterne W/KGV Wachstum% PEG=KGV/GW KBV KUV Qualität Wachstum Piotrosky AAQS Divadel High-Growth EPS-Wachstum 5 J.>50
activision blz.
Adobe 1 0.79 22.96 0.57 17 18.12 15/15 11/15 7/9 9/10 0/4 9/16 54.07
Align Techn 2 1.18 38.88 0.85 12.72 18.93 14/15 12/15 4/9 10/10 0/4 6/16 65.8
Ameresco 2 0.89 23.57 1.75 4.99 2.6 14/15 12/15 4/9 5/10 0/4 4/16
Amphenol 1 0.86 20.6 1.21 7.15 4.61 15/15 11/15 5/9 10/10 2/4 5/16
Anglo plc 4 2.74 20.35 0.47 1.6 2 13/15 6/15 4/9 5/10 2/4 3/16
Ansys 0 0.66 26.17 1.51 6.26 17.11 15/15 10/15 5/9 10/10 0/4 7/16
Applied Mat. 1 1.15 19.57 0.5 12.69 6.86 14/15 13/15 7/9 9/10 ¾ 6/16 19.01
Arthur J. Gallagher 3 0.67 16.24 1.62 1.47 4.31 14/15 11/15 7/9 8/10 4/4 5/16
ASML 2 1.02 26.5 0.67 12.02 15.78 14/15 14/15 6/9 10/10 ¼ 6/16
Atoss 0 0.57 36.8 1.8 38.7 15.23 13/15 9/15 9/9 6/10 4/4 5/16
Automatic Dat. 2 0.76 18.18 1.46 11.06 5.69 15/15 10/15 7/9 7/10 4/4 6/16
Balchem 3 0.86 31.93 5.11 49.42 5.96 15/15 11/15 7/9 7/10 2/4 6/16
Ball 1 0.94 19.02 0.59 9.16 2.42 12/15 7/15 6/9 6/10 ¾ 4/16
Biomerieux 1 0.59 14.6 1.77 5.61 3.62 15/15 4/15 9/9 7/10 0/4 3/16
Blackstone 4 1.32 19.59 0.91 7.72 10.74 12/15 13/15 5/9 4/10 ¼ 12/16
Broadcom 1 1.12 13.53 1.11 6.09 7.7 13/15 8/15 5/9 7/10 2/4 5/16
Cadence 0 0.65 23.44 -1.54 14.95 12.8 15/15 10/15 6/8 10/10 0/4 7/16
Carl Zeiss 2 0.74 33.8 -25 6.67 9.92 14/15 12/15 6/9 6/10 ¼ 6/16
CEWE 4 1.09 11.16 0.22 2.22 1.32 15/15 10/15 8/9 6/10 4/4 10/16
Charles River 3 0.85 19.63 0.89 6.36 5.62 14/15 13/15 7/9 10/10 0/4 5/16
Charles Schwab
Chemed Corp 3 0.6 14.7 0.56 8.47 3.82 15/15 7/15 8/9 6/10 2/4 7/16
China shenua 4 1.93 4.34 2.93 4.94 1.51 12/15 12/15 5/9 5/10 ¾ 6/16
Cliq dig
Cohen & Steers 4 1.33 19.25 0.91 8.18 14/15 10/15 6/9 7/10 4/4 6/16
Copart 3 0.78 25.6 1.73 8.61 13.6 15/15 11/15 7/9 7/10 0/4 1/16
Corning 3 1.57 23.08 0.71 2.39 3.29 11/15 10/15 6/9 5/10 ¾ 6/16 -11.94
Costco 3 0.71 20.93 2.63 8.47 1.01 14/15 10/15 6/9 10/10 ¼ 5/16
Covestro 3 3.24 21.42 0.37 1.67 1 10/15 10/15 5/9 4/10 ¾ 9/16
Crocs 4 1.88 22.18 0.06 4.28 4.76 13/15 15/15 8/9 8/10 0/4 8/16 40.98
Cummins 4 1.55 15.18 0.75 4.14 1.9 13/15 10/15 4/9 8/10 4/4 5/16
D.R. Horton 3 2.82 17.9 0.37 2.29 1.22 15/15 14/15 5/9 10/10 2/4 9/16 25.92
Danaher 3 0.82 18.57 0.87 3.99 8.09 13/15 11/15 5/9 10/10 ¼ 13/16
daqo 2 5.18 39.17 0.15 10.8 7.84 12/15 13/15 9/9 8/10 0/4 13/16 48.41
Deutsche Post 4 1.36 12.77 0.93 3.65 0.96 12/15 12/15 8/9 8/10 4/4 4/16
Diasorin 1 0.54 15.66 0.41 17.5 8.98 12/15 10/15 8/9 7/10 ¾ 10/16 19.88
Domino’s 2 0.73 19.9 1.44 -4.51 4.03 12/15 8/15 6/8 9/10 2/4 6/16
Dover 4 1.05 17.01 16.03 -148.67 3.2 11/15 13/15 7/9 5/10 4/4 5/16
DSV 2 0.84 22.8 0.61 4.97 2.79 14/15 15/15 6/9 10/10 2/4 6/16
Eastgroup 2 0.63 29.04 -4.74 4.19 17.23 13/15 11/15 5/9 4/10 ¾ 9/16
Edward 2 0.74 22.53 -2.99 12.41 13.36 15/15 7/15 7/9 10/10 0/4 6/16
Entegris 1 0.93 20.55 1.1 9.1 8.04 14/15 13/15 8/9 9/10 ¼ 6/16
Epam 3 0.82 29.94 3.66 10.29 10.02 15/15 15/15 6/9 7/10 0/4 5/16
Estee Lauder 0 0.75 35.56 14.06 17.2 7.53 12/15 11/15 5/9 8/10 ¼ 5/16
Evolution m. 4 1.05 15.68 1.1 3.84 4.51 13/15 5/15 5/9 6/10 ¾ 3/16 5.64 %
Expeditors 3 0.83 15.52 0.47 24.54 2.04 15/15 15/15 5/9 10/10 4/4 12/16 11.34
Exponent 0 0.67 30.1 22.49 13.1 12.01 15/15 9/15 6/8 6/10 ¾ 4/16
Fabasoft
Flatexdegiro 3 2.76 32.45 13.78 10.19 12/15 7/15 7/9 5/10 0/4 0/16 79.76
Fortinet 0 0.66 37.7 1.81 27.88 13.28 15/15 13/15 7/9 9/10 0/4 8/16
Fox Factory 3 0.86 26.6 1.55 6.08 7.27 14/15 15/15 5/9 5/10 0/4 6/16
Franco-Nevada 2 0.62 24.01 1.66 4.45 28.22 12/15 11/15 7/9 5/10 ¾ 10/16
Franklin eltr. 3 0.98 21.84 1.61 3.02 3.04 14/15 13/15 6/9 7/10 4/4 6/16
Freeport 4 2.94 50.73 0.35 3.59 4.22 11/15 13/15 8/9 4/10 0/4 6/16
generac 1
Genmab 4 0.95 31.51 0.22 25.13 15.53 13/15 9/15 8/9 7/10 0/4 10/16
Graco 2 0.87 21.89 3.59 9.47 7.68 14/15 12/15 5/9 6/10 4/4 7/16
Hellofresh
Henry Schein 2 1 15.4 1 2.35 1.1 11/15 9/15 7/9 8/10 0/4 6/16
Home Depot 1 0.79 15.36 0.63 89.34 2.57 14/15 12/15 5/9 9/10 4/4 5/16
Houlihan 31.12 0.26 3.32 14/15 14/15 5/9 1/10 ¾ 7/16
Idex 2 0.76 22.26 1.38 5.96 16.99 14/15 14/15 7/9 10/10 0/4 2/16
inmode
Instone 2 4.46 30.74 7.88 -0.57 2.54 10/15 12/15 5/9 0/10 0/4 7/16 27.86
Intuit 0 0.72 36.32 10.19 15.39 15.46 14/15 11/15 5/9 10/10 2/4 6/16
Intuitve Surgical 2 0.76 32.19 -4.95 10.12 22.41 15/15 10/15 6/8 8/10 0/4 5/16
J.B. Hunt 3 1.15 23.92 0.89 5.56 1.88 14/15 13/15 6/9 10/10 2/4 3/16
K92 3 2 21.23 0.51 3.08 10.14 11/15 14/15 8/9 5/10 0/4 11/16
KDDI 4 0.96 7.52 1.54 1.63 1.61 13/15 10/15 6/8 6/10 ¾ 6/16
KGHM 4 2.06 15.09 0.55 1.74 1.66 11/15 13/15 7/9 1/10 0/4 7/16
Kirkland gold 3 0.57 6.97 -2.13 14.86 4.71 12/15 10/15 6/8 5/10 ¼ 13/16 113.99
KLA 2 1.38 18.29 0.78 11.27 8.18 14/15 13/15 6/9 9/10 4/4 7/16
Lam Research 2 1.17 15.88 0.38 20.76 8.72 13/15 13/15 4/9 9/10 ¾ 9/16
Logitech 0 0.57 10.17 0.18 5.38 3.59 15/15 14/15 8/9 5/10 2/4 13/16
Magna 3 3.2 28.15 1.09 7.68 0.93 9/15 11/15 5/9 2/10 4/4 5/16 -12.56
marketAxess 0 0.63 28.17 1.71 25.35 25.69 15/15 9/15 7/9 7/10 ¾ 9/16 25.04
Mastercard 2 1.01 27.79 1 54.05 23.81 13/15 6/15 5/9 10/10 2/4 2/16
media and games
Medifast 30 0.45 3.96 14/15 15/15 8/9 7/10 ¾ 15/16
Mettler-Toledo
Microsoft 0 0.75 18.3 1.47 13.06 12.91 15/15 12/15 7/9 10/10 ¾ 6/16
Monolithic 1 0.85 28.64 1.98 17.2 17.99 15/15 12/15 8/9 8/10 2/4 10/16
Monster Bev. 0 0.77 20.4 1.06 9.32 10.57 15/15 10/15 6/9 10/10 0/4 6/16
MSCI 1 0.73 25.63 2.4 -81.39 22.23 14/15 9/15 6/9 10/10 2/4 8/16
MTU 3 1 22 1.4 4.53 2.76 10/15 8/15 4/9 5/10 2/4 5/16
Nemetschek 1 0.7 27.2 -3.23 17.49 11.03 14/15 8/15 5/9 7/10 ¾ 7/16
Novo Nordisk 3 0.85 15 3.44 15.93 8.95 15/15 12/15 5/9 9/10 ¾ 8/16
Novozymes 2 0.63 21 -4.26 8.77 17.88 10/15 10/15 5/9 6/10 ¾ 4/16
On Semiconductor 2 3 41.24 0.16 14.76 3.11 11/15 9/15 7/9 2/10 0/4 6/16
OZ Min. 4 1.44 20.33 0.8 1.89 6.38 11/15 8/15 6/9 4/10 2/4 0/16 8.73
Paychex 3 0.72 17.78 -7.06 9.21 8.97 15/15 9/15 7/9 7/10 ¾ 7/16

Seite 5
 Champions

Paypal 0 0.86 28.36 46.94 0.31 13.72 15/15 12/15 5/9 6/10 0/4 6/16
Piper Jaffrey 4 0.1 34.66 0.48 1.45 13/15 15/15 6/8 3/10 2/4 10/16
Polyplex
PPG ind 3 1.08 17.04 1 5.92 3.07 11/15 12/15 4/9 7/10 4/4 4/16
Progressive 3 0.45 5.21 0.11 3.44 1.36 14/15 12/15 5/9 8/10 ¾ 7/16 35.07
Psi 3 1.14 20.67 17.17 -2.91 2.17 15/15 10/15 4/9 6/10 2/4 6/16
pultegroup 4 3.03 16.15 0.22 1.38 1.81 14/15 12/15 8/9 9/10 2/4 7/16 30.33
PVA Tepla 1 1.13 25.15 0.62 3.2 3.77 14/15 11/15 8/9 3/10 0/4 4/16 59.83
Qualcom
ResMed 0 0.68 20.46 -5.7 11.02 9.95 15/15 8/15 6/8 10/10 ¾ 6/16
Rio tinto 4 1.3 3.79 0.12 2.62 3.12 15/15 6/15 8/9 5/10 ¾ 0/16
Rollins 3 0.64 30.75 1.04 12.44 7.98 15/15 8/15 7/9 7/10 2/4 7/16
Roper 2 0.72 18.7 -1.17 4.2 8.37 13/15 8/15 4/9 7/10 2/4 5/16
Saia 2 1.06 27.05 0.95 4.9 3.36 15/15 12/15 8/9 9/10 0/4 6/16
Sartorius 1 0.75 33.3 1.81 23.1 11.23 13/15 10/15 7/9 9/10 ¼ 6/16
Sberbank 4 3.98 11.26 0.25 5.02 14/15 11/15 4/9 6/10 2/4 7/16
Secunet 0.49 28.55 8.27 14/15 12/15 8/9 7/10 2/4 5/16 42.02
SEI 2 0.98 12.99 -8.04 4.62 5.35 14/15 10/15 5/9 6/10 2/4 7/16
Signify 4 1.24 10.76 0.41 2.03 0.95 9/15 14/15 8/9 5/10 ¾ 4/16
Sika 2 0.82 22.9 0.41 10.8 5.88 14/15 8/15 6/9 10/10 4/4 0/16
Siltronic 3 1.63 19.43 22.89 -3.46 3.52 13/15 10/15 6/8 3/10 2/4 6/16
Simpson Manf. 3 0.8 13.49 0.64 3.86 15/15 11/15 8/9 7/10 4/4 7/16
Snap-on 4 1.03 14.57 0.99 2.36 3.43 13/15 13/15 4/9 4/10 4/4 7/16
Southern Cop 3 0.99 17.78 0.41 6.85 6.72 14/15 10/15 8/9 6/10 ¼ 8/16 16.9
Starbucks 3 1.45 36.36 51.11 -1.87 5.56 11/15 6/15 4/9 6/10 ¾ 6/16 -15.56
STM Microelec. 1 1.2 18.62 1.32 3.97 3.2 15/15 11/15 5/9 6/10 ¼ 6/16
Sunny optical
SVB Financial 3 0.76 14.8 0.31 158.86 8.08 14/15 15/15 3 5/10 0/4 12/16 28.03
Swedish Match 3 0.97 16.6 5.64 -13.33 6.79 7/15 9/15 8/9 9/10 2/4 8/16
Symrise 0 0.68 21.27 -2.24 6.44 4.16 14/15 5/15 5/9 10/10 4/4 3/16
Synopsys 0 0.71 23.31 0.67 6.75 10.01 15/15 10/15 7/9 10/10 0/4 7/16
Systemair 2 1.54 27.37 25.15 -1.25 1.5 10/15 10/15 9/9 6/10 2/4 5/16
T Rowe Price 3 1.15 12.78 0.35 4.35 6.94 15/15 14/15 6/9 8/10 4/4 9/16
Taiwan Semi
Take-Two 0 0.85 18.4 0.81 6.13 6.32 15/15 9/15 7/9 8/10 0/4 8/16
Tenannt 4 1.37 20.09 0.73 1.55 10/15 8/15 6/9 6/10 4/4 5/16
teradyne 1 0.83 15.05 0.51 9.15 6.65 14/15 12/15 8/9 5/10 ¼ 10/16
Texas instruments 2 1.04 18.75 1.1 16.29 11.81 12/15 11/15 6/9 8/10 4/4 6/16
Tractor Sup 3 0.7 14.24 0.48 8.65 1.99 14/15 15/15 5/9 9/10 4/4 7/16 16.28
Trisura 4 1.54 31.14 0.65 3.15 7.17 8/15 15/15 5/9 2/10 0/4 13/16
Tyler Techn. 1 0.69 33.75 12.09 14.66 15/15 6/15 8/9 8/10 0/4 3/16
Vale 4 2.97 11.61 0 2.62 14/15 14/15 8/9 5/10 2/4 10/16
Valmet 4 1.06 12.74 0.77 8.59 1.4 14/15 14/15 4/9 3/10 ¾ 7/16 24.74
Verbio 3 1.11 21.08 0.99 14.17 2.81 13/15 14/15 6/9 5/10 2/4 7/16
Verisign 3 0.51 17.7 -2.31 -17.8 19.7 11/15 6/15 6/8 7/10 0/4 8/16
Visa 4 0.92 23.5 -3.62 12.23 22.84 15/15 7/15 5/9 10/10 ¼ 6/16
Watsco 3 0.83 19.84 1.81 2.19 15/15 13/15 5/9 7/10 2/4 6/16
West Pharma 3 0.9 32.06 0.94 11.57 11.44 15/15 14/15 7/9 7/10 2/4 6/16
Yeti Holdings

Seite 6
 Champions

EPS-Wachstum 2J.>50 Erg/aktie 22 >25% Cash-Flow 20%>EPS Eigenkapitalrendite>20% Nettomarge

73.06 14.91 16.6 34.32 32 126

112.37 99.6 51.4 48.31 36.86 155
73
78
73
63
-22 154 105 12.72 10.5 120
75
88
73
67
100
87 xxx
52
107
73 xxx
73
86
95
100

80 xxx
77

107
67 xxx
326 52.5 45 6.47 6.58 104
76 xxx
82
156.79 77 20.8 63.86 8.64 174 xxx
99
29.33 63.5 negativ 18.73 9.99 92
102 xxx
73.21 365 75.6 11.03 13.4 174 xxx
81
26.07 28.7 22.1 24 25.55
73
82
87
74
67
82
88
78
6.65 13 127 11.2 15.65 81
7.99 43.55 negativ 29.33 7.23 96
63

39.51 151 113 13.17 16.46 123

80
90
62 xxx
90
110

99
80

76
73
93
59

118.5 111 177.5 12.63 7.58 138

74
76
102
100
82 xxx
77
46.91 negativ 41.9 27.28 34.17
91
87
77
24.24 125 141 14.72 4.14 84
30.83 3.18 1.27 31.75 41.07
76

99

61
84
77
65
76
71
87
59
96
-4.51 127 158 6.87 16.85 81
87

Seite 7
 Champions

92
114

89 xxx
47.72 5.85 60 99.33 47.2 136 xxx
94
20.74 45.75 12.16 21.77 10.8 168 xxx
47.82 negativ negativ 15.54 7.09 125

78
91
87
68
97
69
85
40.01 14.36 63.1 32.46 11.03 90
77
94
75 xxx
89
86
100
0.75 95 xxx
-50.85 20.44 45.3 45.5 11.93 109
73 xxx

12.08 25.21 19.39 34.24

90 xxx
72
82
99
99

85 xxx
89
75
56
21.81 7.42 negativ 38.19 6.84 90
105
74 xxx
95
23.48 24.7 75.3 19.24 5.27 90 xxx
98
76 xxx
98
78
113

Seite 8
 Tabelle4

W/KGV Qualität Wachstum Piotrosky AAQS High-Growth Trend 10/5/0/-5/-10 OSZI 10/5/0/-5/-10 SCORE 1
Aixtron 12 13 11 4 1 7 48
Ameresco 8.9 14 12 4 5 4 47.9
Anglo plc 27.4 13 6 4 5 3 10 -5 58.4
ASML 10.2 14 14 6 10 6 60.2
Baader 8 8 7 4 6 33
BE Semicond. 17.4 10 11 8 8 8 62.4
BYD 8.4 9 13 8 3 12 53.4
Century Comu. 13 14 9 2 10 48
Charles River 8.5 14 13 7 10 5 57.5
Church&Dw 6.9 15 7 7 10 5 50.9
Cliq 6 10 7 8 6 0 37
Copart 7.8 15 11 7 7 1 48.8
Corning 15.7 11 10 6 5 6 -5 -5 53.7
Crocs 18.8 13 15 8 8 8 70.8
D.R. Horton 28.2 15 14 5 10 9 0 0 81.2
Danaher 8.2 13 11 5 10 13 60.2
Daqo 48.8 12 13 9 8 12 102.8
Diasorin 5.4 12 10 8 7 10 52.4
DocCheck 11 9 8 7 3 38
Epam 8.2 15 15 6 7 5 56.2
Evolution m. 10.5 13 5 5 6 3 10 -5 42.5
Fabasoft 9.5 14 12 7 5 9 56.5
Flatexdegiro 27.6 12 8 7 5 0 10 0 59.6
Fortinet 6.6 15 13 7 9 8 58.6
Fox Factory 8.6 14 15 5 5 6 53.6
Franco-Nevada 6.2 12 11 7 5 10 10 5 51.2
Freeport 29.4 11 13 8 4 6 71.4
Garo 12 10 7 3 8 40
generac 10.7 13 14 8 9 8 62.7
Genmab 9.5 13 9 8 7 10 56.5
Green Brick 14 13 7 5 7 46
Hellofresh 8.1 10 15 6 6 15 60.1
Houlihan 2.6 14 14 5 1 7 43.6
Idex 7.6 14 14 7 10 2 54.6
Instone 32.1 10 12 5 0 7 10 0 66.1
Intuit 7.2 14 11 5 10 6 53.2
iRobot 14 10 7 6 10 47
K92 20 11 14 8 5 11 69
KGHM 20.6 11 13 7 1 7 59.6
Kirkland gold 5.7 12 10 6 5 13 51.7
KLA 13.8 14 13 6 9 7 62.8
Lam Research 11.7 13 13 4 9 9 59.7
Lectra 16 13 11 5 10 8 63
Logitech 5.7 15 14 8 5 13 60.7
marketAxess 6.3 15 9 7 7 9 53.3
media and ga 1.8 6 12 6 5 14 44.8
Medifast 5.8 14 15 8 7 15 64.8
Microsoft 7.5 15 12 7 10 6 57.5
Monolithic 8.5 15 12 8 8 10 61.5
Monster Bev. 7.7 15 10 6 10 6 54.7
MSCI 7.3 14 9 6 10 8 54.3
MYR Group 10.4 14 14 7 6 7 58.4
NanoRepro 10 5 3 6 0 24
OZ Min. 14.4 11 8 6 4 0 10 0 43.4
Pan American 12.9 10 8 6 3 7 46.9
Paypal 8.6 15 12 5 6 6 52.6
Progressive 4.5 14 12 5 8 7 50.5
pultegroup 30.3 14 12 8 9 7 80.3
PVA Tepla 11.3 14 11 8 3 4 51.3
QT Group 8 11 13 7 3 9 51
Saia 10.6 15 12 8 9 6 60.6
Sandstrom Go 6.4 10 11 7 4 8 46.4
Sartorius 7.5 13 10 7 9 6 52.5
Secunet 5.9 14 12 8 7 5 51.9
Shopify 5.4 10 10 5 2 10 42.4
Simpson Manf 8 15 11 8 7 7 56
Southern Cop 9.5 14 10 8 6 8 55.5

Seite 9
 Tabelle4

Starbucks 14.5 11 6 4 6 6 5 0 47.5

Sunny optical 12.1 14 6 7 10 0 49.1
SVB Financial 7.6 14 15 3 5 12 56.6
Sweden Care 11 9 4 6 10 40
Synopsys 7.1 15 10 7 10 7 56.1
T Rowe Price 11.5 15 14 6 8 9 63.5
Taiwan Semi 8.7 14 12 8 7 6 55.7
Take-Two 8.5 15 9 7 8 8 55.5
teradyne 8.3 14 12 8 5 10 57.3
The TradeDesk 6.7 12 10 8 4 10 50.7
Tilray 3 6 2 2 2 15
Tractor Sup 7 14 15 5 9 7 57
Trisura 15.4 8 15 5 2 13 58.4
Valmet 10.6 14 14 4 3 7 10 0 52.6
Varta 10.3 12 10 7 3 14 56.3
Veeva 6.7 15 10 6 8 7 52.7
Verbio 11.1 13 14 6 5 7 56.1
Watsco 8.3 15 13 5 7 6 54.3
West Pharma 9 15 14 7 7 6 58
Wheaton 7.5 8 10 9 4 10 48.5
Xiaomi 12.4 10 13 6 3 7 51.4
Yeti Holdings 9.3 11 15 7 6 9 57.3
Trex Comp. 8 14 12 5 10 4 53

Seite 10
 Tabelle4

SCORE 2
48
47.9
63.4
60.2
33 ?
62.4
53.4
48
57.5 xxx
50.9
37 ?
48.8
43.7
70.8
81.2
60.2
102.8 ?
52.4
38
56.2
47.5
56.5
69.6
58.6
53.6
66.2
71.4
40 ?
62.7 ?
56.5
46
60.1
43.6
54.6 ?
76.1
53.2
47
69
59.6
51.7
62.8
59.7
63 xxx
60.7
53.3
44.8 xxx
64.8
57.5 xxx
61.5 ?
54.7 xxx
54.3
58.4
24
53.4
46.9
52.6 ?
50.5 ?
80.3
51.3
51
60.6
46.4
52.5
51.9
42.4
56
55.5

Seite 11
 Tabelle4

52.5
49.1
56.6
40
56.1
63.5
55.7 ?
55.5
57.3
50.7
15
57
58.4
62.6
56.3
52.7
56.1 ?
54.3
58
48.5
51.4 xxx
57.3
53

Seite 12