Accumulation
Samsara (IOT) – IoT Specialist Benefits Massively from Digitalization Boom!
Business Driver: Samsara (IOT) has made a name for itself with IoT platform solutions that assist companies...
ServiceTitan - Thriving Construction Sector Boosts Revenue and Earnings Significantly!
Business driver: ServiceTitan (TTAN) has established itself as one of the leading players in this segment...
Rubrik - Cybersecurity specialist shines with new solutions in the field of AI agents!
Business driver: Rubrik (RBRK) has focused on software suites related to data security, cyber resilience,...
Victoria's Secret - Attractive Consumer Demand and New Designs Create Momentum!
Business Drivers: Victoria's Secret (VCSO) is one of the most well-known providers of women's underwear,...
Ulta Beauty - The cosmetics retailer benefits from increasing customer traffic and plans to significantly expand online sales!
Business Driver: Ulta Beauty (ULTA) has made a name for itself as a cosmetics and beauty retailer with...
Alaska Air - Airline benefits from rising passenger numbers and expects high synergies from Hawaiian Airlines acquisition!
Business Driver: Alaska Airlines (ALK) has strengthened itself in recent years through numerous smaller...
Microchip Technologies - Strong Chip Demand and Restructuring Program Lead to Record Results!
Business Driver: Microchip Technology (MCHP) specializes in chips and mixed-signal, analog and interface...
Old Dominion Freight - LTL Specialist Benefits from Rising Transport Volumes and Boom in {[Online Trade!]}
Business Driver: Old Dominion Freight (ODFL) specializes in so-called Less-Than-Truckload logistics but...
Five Below - Discount Retailer Thanks to New Products and Increasing Customer Traffic Continuing to Overtake!
Business Driver: Five Below (FIVE) has established itself as one of the most recognized discount retailers...
Dollar General - Discount Retailer Benefits from Increased Customer Traffic and Expansion of Private Label Segment!
Business Driver: Dollar General (DG) is one of the most well-known discount retailers in the USA, with...
MACOM Technology Solutions – Data Center Boom and Rising Defense Spending Provide Chipmakers with Dynamic Revenue Growth!
Business Driver: MACOM Technology Solutions (MTSI) has positioned itself strongly in high-performance...
Ondas Holdings - Rising Defense Budgets Keep Drone Specialist's Order Books Full!
Business Drivers: Ondas Holdings (OND) is primarily focused on the development of autonomous drone...
American Eagle Outfitters - Marketing campaign with Sydney Sweeney significantly boosts results!
Business Driver: American Eagle Outfitters (AEO) focuses on fashion retail with over 1,100 locations...
Okta Cybersecurity Specialist Massively Benefits from AI Boom!
Business Driver: Okta (OKTA) is one of the world’s leading providers of cloud-based security solutions...
Wynn Resorts - Casino Operator Benefits from Gambling Boom in the Far East!
Business Driver: Wynn Resorts (WYN) is currently benefiting from the gambling boom in the gaming paradise...
Analog Devices - Megatrends AI and Robotics Provide Momentum!
Business Driver: Analog Devices (ADI) is one of the leading providers of innovative solutions for analog,...
PUMA - Sports Equipment Manufacturer in the Crosshairs of Competition!
Business Driver: PUMA has recently revised its annual forecast downwards multiple times due to self-inflicted...
Cleanspark Holdings - Bitcoin Boom Leads to Strong Prospects!
Business Driver: Cleanspark (CLSK) has built a strong market position in the Bitcoin mining sector over...
Semtech - Semiconductor Specialist Benefits from Megatrends Surrounding IoT and AI!
Business Drivers: Semtech Holdings (SEM) specializes in analog and mixed-signal semiconductors, offering...
Kohl's - US Supermarket Chain on Turnaround Course Thanks to Cost-Cutting Measures and Rising Customer Traffic!
Business Driver: The US supermarket chain Kohl's (KSS) has made a name for itself with its wide range...
Autodesk - CAD and CAM Specialist Impresses with Strong Numbers!
Business Driver: Autodesk (ADSK) has established itself as one of the technologically leading providers...
Insmed – Biopharma company impresses with strong pipeline, EU approval for Brensocatib promises significant growth!
Business driver: Insmed (INS) specializes in the development of drugs and therapies for the treatment...
Comfort Systems - Construction Boom and Expansion of Cloud and Data Center Capacities Drive Record Results!
Business Driver: Comfort Systems (FIX) has established itself as one of the leading service providers...