2Xideas AG
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in 2Xideas AG
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | ICE | INTERCONTINENTAL EXCHANGE IN | 12.04% | 30.730 M $ | 195385 | 2020/12/31 | -1.215 M $ | -2.89 % |
| 2026/03/31 | EW | EDWARDS LIFESCIENCES CORP | 11.05% | 28.194 M $ | 352077 | 2020/12/31 | -2.219 M $ | -6.06 % |
| 2026/03/31 | FTNT | FORTINET INC | 10.82% | 27.615 M $ | 337924 | 2020/12/31 | 988.028 K $ | 2.91 % |
| 2026/03/31 | PTC | PTC INC | 7.94% | 20.263 M $ | 142203 | 2022/09/30 | -5.756 M $ | -18.21 % |
| 2026/03/31 | RMD | RESMED INC | 5.52% | 14.089 M $ | 62764 | 2020/12/31 | -1.216 M $ | -6.80 % |
| 2026/03/31 | NYT | NEW YORK TIMES CO MTN BE | 3.12% | 7.969 M $ | 95178 | 2021/06/30 | 1.812 M $ | 20.61 % |
| 2026/03/31 | FERG | FERGUSON ENTERPRISES INC | 2.67% | 6.808 M $ | 29187 | 2024/09/30 | 360.792 K $ | 4.77 % |
| 2026/03/31 | HUBB | HUBBELL INC | 2.49% | 6.348 M $ | 12936 | 2025/12/31 | 416.918 K $ | 10.50 % |
| 2026/03/31 | APG | API GROUP CORP | 2.42% | 6.186 M $ | 152665 | 2025/03/31 | 428.611 K $ | 5.91 % |
| 2026/03/31 | HALO | HALOZYME THERAPEUTICS INC | 2.32% | 5.924 M $ | 91663 | 2022/06/30 | -279.818 K $ | -3.97 % |
| 2026/03/31 | DXCM | DEXCOM INC | 2.21% | 5.651 M $ | 89980 | 2025/03/31 | -320.614 K $ | -5.38 % |
| 2026/03/31 | PLNT | PLANET FITNESS MASTER ISSUER | 2.02% | 5.152 M $ | 69260 | 2024/12/31 | -2.389 M $ | -31.43 % |
| 2026/03/31 | PCOR | PROCORE TECHNOLOGIES INC | 1.74% | 4.434 M $ | 77788 | 2025/12/31 | -1.122 M $ | -21.64 % |
| 2026/03/31 | KNSL | KINSALE CAP GROUP INC | 1.67% | 4.251 M $ | 12443 | 2021/09/30 | -762.524 K $ | -12.65 % |
| 2026/03/31 | DSGX | DESCARTES SYS GROUP INC | 1.48% | 3.786 M $ | 53044 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IQV | IQVIA HLDGS INC | 1.45% | 3.693 M $ | 21656 | 2020/12/31 | -1.629 M $ | -24.34 % |
| 2026/03/31 | KEYS | KEYSIGHT TECHNOLOGIES INC | 1.44% | 3.686 M $ | 13054 | 2025/03/31 | 1.697 M $ | 38.97 % |
| 2026/03/31 | CCCS | CCC INTELLIGENT SOLUTIONS HL | 1.42% | 3.624 M $ | 604029 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | RYAN | RYAN SPECIALTY HOLDINGS INC | 1.42% | 3.616 M $ | 107159 | 2024/03/31 | -2.436 M $ | -34.65 % |
| 2026/03/31 | SNEX | STONEX GROUP INC | 1.40% | 3.584 M $ | 44435 | 2025/12/31 | -602.932 K $ | -15.22 % |
| 2026/03/31 | LPLA | LPL FINL HLDGS INC | 1.31% | 3.355 M $ | 11153 | 2024/06/30 | -621.824 K $ | -15.77 % |
| 2026/03/31 | RBC | RBC BEARINGS INC | 1.31% | 3.337 M $ | 6144 | 2024/12/31 | 728.923 K $ | 21.12 % |
| 2026/03/31 | LYV | LIVE NATION ENTERTAINMENT IN | 1.30% | 3.318 M $ | 21758 | 2020/12/31 | 298.658 K $ | 7.02 % |
| 2026/03/31 | AON | AON PLC | 1.30% | 3.317 M $ | 10275 | 2025/12/31 | -372.367 K $ | -8.53 % |
| 2026/03/31 | FWONK | LIBERTY MEDIA CORP DEL | 1.28% | 3.268 M $ | 38439 | 2023/09/30 | -389.173 K $ | -13.69 % |
| 2026/03/31 | A | AGILENT TECHNOLOGIES INC | 1.28% | 3.263 M $ | 28625 | 2025/12/31 | -532.435 K $ | -16.23 % |
| 2026/03/31 | AXP | AMERICAN EXPRESS CO | 1.27% | 3.250 M $ | 10745 | 2020/12/31 | -773.273 K $ | -18.24 % |
| 2026/03/31 | DPZ | DOMINOS PIZZA INC | 1.25% | 3.190 M $ | 8890 | 2020/12/31 | -518.962 K $ | -13.92 % |
| 2026/03/31 | ISRG | INTUITIVE SURGICAL INC | 1.15% | 2.938 M $ | 6374 | 2020/12/31 | -756.345 K $ | -18.60 % |
| 2026/03/31 | CSL | CARLISLE COS INC | 1.10% | 2.814 M $ | 8435 | 2024/09/30 | 127.101 K $ | 4.30 % |
| 2026/03/31 | SCI | SERVICE CORP INTL | 1.03% | 2.628 M $ | 31850 | 2020/12/31 | 165.137 K $ | 5.82 % |
| 2026/03/31 | RBA | RB GLOBAL INC | 1.01% | 2.567 M $ | 26778 | 2025/12/31 | -168.620 K $ | -6.82 % |
| 2026/03/31 | GLBE | GLOBAL E ONLINE LTD | 0.94% | 2.396 M $ | 77669 | 2025/03/31 | -452.804 K $ | -21.52 % |
| 2026/03/31 | HLN | HALEON PLC | 0.85% | 2.159 M $ | 437469 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ALC | ALCON AG | 0.84% | 2.151 M $ | 29111 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | TECH | BIO-TECHNE CORP | 0.68% | 1.746 M $ | 33412 | 2024/09/30 | -228.680 K $ | -11.14 % |
| 2026/03/31 | LH | LABCORP HOLDINGS INC | 0.66% | 1.687 M $ | 6323 | 2024/06/30 | 214.529 K $ | 6.35 % |
| 2026/03/31 | WCN | WASTE CONNECTIONS INC | 0.63% | 1.619 M $ | 9966 | 2024/09/30 | -321.242 K $ | -7.37 % |
| 2026/03/31 | DLB | DOLBY LABORATORIES INC | 0.62% | 1.591 M $ | 26497 | 2020/12/31 | -224.677 K $ | -6.48 % |
| 2026/03/31 | NBIX | NEUROCRINE BIOSCIENCES INC | 0.53% | 1.364 M $ | 10351 | 2024/12/31 | -296.524 K $ | -7.11 % |
| 2026/03/31 | TW | TRADEWEB MKTS INC | 0.52% | 1.339 M $ | 11378 | 2020/12/31 | 285.464 K $ | 9.41 % |
| 2026/03/31 | MELI | MERCADOLIBRE INC | 0.52% | 1.321 M $ | 764 | 2020/12/31 | -342.002 K $ | -14.16 % |
| 2026/03/31 | WSO | WATSCO INC | 0.46% | 1.165 M $ | 3203 | 2020/12/31 | 129.825 K $ | 7.97 % |
| 2026/03/31 | EXLS | EXLSERVICE HLDGS INC | 0.43% | 1.098 M $ | 36052 | 2024/12/31 | -1.139 M $ | -28.25 % |
| 2026/03/31 | VEEV | VEEVA SYS INC | 0.42% | 1.083 M $ | 6166 | 2025/12/31 | -488.306 K $ | -21.31 % |
| 2026/03/31 | BAM | BROOKFIELD ASSET MANAGMT LTD | 0.39% | 998.162 K $ | 22527 | 2023/12/31 | -566.653 K $ | -15.14 % |
| 2026/03/31 | ASGN | ASGN INC | 0.27% | 694.419 K $ | 17939 | 2025/09/30 | -495.458 K $ | -19.64 % |
| 2026/03/31 | CSGP | COSTAR GROUP INC | 0.00% | 0.000 $ | 0 | 2020/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | OS | ONESTREAM INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | IT | GARTNER INC | 0.00% | 0.000 $ | 0 | 2020/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | KLAC | KLA CORP | 0.00% | 0.000 $ | 0 | 2021/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | TYL | TYLER TECHNOLOGIES INC | 0.00% | 0.000 $ | 0 | 2020/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ADSK | AUTODESK INC | 0.00% | 0.000 $ | 0 | 2024/06/30 | 0.000 $ | 0.00 % |