Accumulation
Zeta Global - Rising Marketing Budgets and AI Applications Should Further Drive Growth!
Business Catalyst: Zeta Global (ZETA) is expected to benefit from increasing marketing expenditures as...
Warby Parker - Eyewear Manufacturer with Strong Prospects thanks to AI Glasses Collaboration with Google!
Business Driver: Warby Parker has positioned itself as a modern lifestyle brand in the eyewear and contact...
QXO - Beacon Roofing Supply Acquisition Should Sustainably Boost Results!
Business Driver: QXO Holdings (QXO) has established a strong market position as a wholesaler in the construction...
Amkor Technology – AI Boom Brings Dynamic Profit Growth to Chip Packaging Specialist!
Business Driver: Amkor Technology (AMKR) focuses on the development and manufacturing of chip packaging...
Axsome Pharmaceuticals - Biotech company achieves important breakthrough in Alzheimer’s treatment!
Business Driver: The US biotech company Axsome Therapeutics (AXSM) specializes in the development of...
AAON - HVAC Specialist Benefits from Data Center Boom!
Business Driver: AAON Inc. (AAON), based in Tulsa, Oklahoma, specializes in energy-efficient heating,...
Ondas - Rising defense budgets ensure full order books for drone specialist!
Business Driver: Ondas Holdings (OND) specializes mainly in the development of autonomous drone systems...
FTAI Aviation - Travel and Tourism Boom Creates Strong Prospects, New Gas Turbine Solutions for Data Centers Promise New Dynamics!
Business Driver: FTAI Aviation (FTAI) has positioned itself in recent years as a specialist in maintenance,...
Intuitive Machines - Space Race and Acquisition of Lanteris Systems Lead to Strong Outlook!
Business Driver: Intuitive Machines (LUNR) has positioned itself in lunar logistics, data, and autonomous...
Guidewire Software - Digitalization Boom in the Insurance Industry and New AI Tools Create Momentum!
Business Driver: Guidewire Software specializes in cloud-based digitalization solutions for the insurance...
LAM Research - Chip Equipment Provider Significantly Benefits from AI Boom!
Business Driver: The chip equipment provider LAM Research (LRCX) is currently able to significantly...
Hamilton Lane – Bull Market in International Capital Markets Leads to Excellent Prospects!
Business Drivers: Hamilton Lane (HLNE ) has established itself as an asset manager for wealthy private...
Intuitive Machines - Space Race Creates Strong Prospects!
Business Driver: Intuitive Machines (LUNR) specializes in lunar logistics, data networks, and autonomous...
Warner Music - Music Streaming Specialist Benefits from Rising Consumer Spending!
Business Driver: Warner Music Group (WMG ) covers the entire value chain of the music industry. The business...
Klaviyo - Platform Provider for Customized Product Marketing Thanks to Agentic Suites with Profit Surge!
Business Driver: Klaviyo (KVYO) specializes in AI-based software platform solutions primarily for e-commerce....
Affirm Holdings - BNPL Specialist Surprises with Strong Q2 Figures Driven by Robust Customer Growth!
Business Driver: Affirm Holdings (AFRM) has established a strong market position in the "Buy-Now-Pay-Later"...
Coreweave - AI Boom Drives Results Significantly!
Business Driver: Coreweave (CRWY) specializes in AI cloud solutions, including hardware optimized for...
Heico - Aerospace Supplier Significantly Benefits from Flight and Travel Boom!
Business Driver: HEICO (HEI) provides certified replacement parts and components for aircraft and engine...
Micron - Memory Chip Manufacturer Benefits Massively from AI Boom!
Business Driver: Micron Technologies (MU) has positioned itself strongly in DRAM, NAND, and SSD memory...
Chipotle Mexican Grill - The Fast Food Industry Leader Aims to Take off with new Menu Variations!
Business drivers: Chipotle Mexican Grill (CMG) has become one of the most recognized fast-food chains...
Lululemon - Yoga and Sportswear Specialist in Focus After Entry of U.S. Investor Elliott!
Business Driver: LuluLemon (LULU) has positioned itself in the premium segment of sports and yoga apparel....
Nutanix - The Digitalization Boom Provides Strong Prospects!
Business Driver: Nutanix (NTNX) develops software for hybrid multi-cloud infrastructures with a focus...
Clear Secure - ID Security Specialist Benefits from Increasing Travel Volume!
Business Driver: Clear Secure (YOU) has positioned itself as one of the leading providers of biometric...