Accumulation
Churchill Downs - Sports betting provider benefits from rising consumer spending!
Business driver. Churchill Downs (CHDN) is one of the oldest players in the entertainment and gambling...
IDEXX Laboratories - Veterinary Health Specialist Benefits from Increasing Pet Numbers with New Products!
Business Driver: IDEXX Laboratories (IDXX) has established a strong market position in the field of veterinary...
Merck & Co - Pharmaceutical Company Impresses with Strong Pipeline!
Business Drivers: Merck & Co (MRK) is particularly strong in the oncology segment, primarily thanks...
Burlington Stores - Discount Retailer Benefits from Increased Customer Traffic!
Business Drivers: Burlington Stores (BURL) is one of the largest discount retailers in the USA with over...
Quanta Services – Billion-Dollar Investments in Energy Infrastructure Provide Momentum - a new Framework Agreement with AEP Should Significantly Boost Growth!
Business drivers: Quanta Services (PWR) specializes in the planning, construction, maintenance, and...
Sterling Infrastructure - Data Center Boom Leads to Bright Prospects!
Business drivers: Sterling Infrastructure (STRL) benefits massively as a construction service provider...
SMA Solar - Inverter Manufacturer Poised for Return to Growth Path Thanks to Cost Reduction Measures and Demand Revitalization!
Business drivers: SMA Solar is strongly positioned in solar inverters and energy storage solutions....
Modine Manufacturing - AI Boom Fuels Demand for Cooling Systems for Data Centers!
Business drivers: Modine Manufacturing (MOD) is one of the leading providers of heating, ventilation,...
Clearwater Analytics - Acquisition Speculations Fuel Fantasy for the Cloud Specialist!
Business drivers: Clearwater Analytics (CWAN) specializes in cloud-based software solutions for investment...
Hypoport - Real Estate Market Turnaround Boosts Momentum, Management Expects New Record Results in 2026!
Business Driver: Hypoport has established itself as a platform provider for the brokerage of loans and...
Solventum - Medical Technology Company Benefits from Rising Treatment Numbers!
Business Driver: The healthcare provider Solventum (SVT) has specialized in a wide range of services...
Bechtle - IT company benefits from increasing IT spending!
Business Drivers: The IT system house Bechtle is expected to benefit primarily from the multi-billion-euro...
Republic Services - Waste and Disposal Service Provider Delivers Strong Prospects in Core Business
Business Driver: Republic Services (RSG) is currently the number two in North America and Canada, behind...
Waste Management - Waste disposal specialist benefits from rising waste volumes, Stericycle Acquisition Promises new Impulses!
Business Drivers: Waste Management (WM) has secured a leading market position in the waste and disposal...
Regeneron - Pharma Company Impresses with a Strong Outlook Thanks to Dupixient and Eylea!
Business drivers: Regeneron Pharmaceuticals (REGN ) specializes in the development of new drugs and therapies...
Bilfinger - Industrial Service Provider Benefits from Economic Recovery and Energy Transition!
Business drivers: The industrial service provider benefits from the outsourcing trend in the industry,...
Hershey - Chocolate Manufacturer Benefits from Price Increases with Rising Margins!
Business drivers: Hershey (HSY) is among the leading chocolate manufacturers in the USA, thanks to well-known...
TransDigm - Aerospace Boom Provides Excellent Growth Opportunities for the Supplier!
Business drivers: TransDigm (TDG) has established itself as an aerospace supplier, manufacturing highly...
Scholar Rock Holding - Biotech Company with a Promising Pipeline - Approval of Apitegromab Should Drive Results Sustainably!
Business drivers: Scholar Rock Holding Corp. (SRRK) is a US biotech company focused on developing new...
Jenoptik - Technology Company Massively Benefits from AI Boom!
Business drivers: JENOPTIK is strongly positioned in key areas such as semiconductors, medical technology,...
Amgen - Biotech Company Impresses with a Strong Pipeline!
Business drivers: Amgen (AMGN) is well-positioned in key segments with its core brand portfolio, covering...
Becton Dickinson - Medical Technology and Life Sciences Specialist Benefits from Recovery Effects!
Business drivers: The US pharmaceutical and life sciences specialist Becton Dickinson (BDX) can benefit...
Old Republic - Insurance Company Remains on Growth Path Thanks to Price Increases and Rising Premium Income!
Business drivers: Old Republic has primarily focused on property and liability insurance, commercial...