Accumulation
Lumentum - AI Boom Drives Growth!
CoreWeave - Billion-Dollar NVIDIA Deal Leads to Strong Outlook!
Business Drivers: CoreWeave (CRWV) is a cloud network infrastructure provider with multiple data centers...
Cipher Mining - Bitcoin Rally Leads to Significant Gains!
Business Driver: Cipher Mining (CIPH) specializes in Bitcoin mining, benefiting from long-term power...
MKS Instruments - Recovery in Chip Demand Creates Strong Outlook!
Business Driver: MKS Instruments (MKSI) has established itself as a provider of proprietary high-precision...
Interdigital - Smartphone and IoT Boom Create Strong Prospects!
Business Driver: Interdigital (IDCC) specializes in the development and licensing of technologies for...
Revolution Medicines - The Biotech Company Impresses with a Strong Pipeline!
Business drivers: Revolution Medicines (RVMD) specializes in the development of new therapeutic approaches...
CIENA - Cloud and Data Center Boom Creates Strong Outlook!
Business drivers: CIENA (CIEN) is one of the world's leading providers of network equipment for broadband...
Eckert & Ziegler - the Radiation Therapy Specialist Benefits from Increasing Treatment Numbers!
Business drivers: Eckert & Ziegler benefits as a provider of pharmaceutical radioisotopes such as...
Basler - The Machine Vision Specialist Continues to Benefit from the Automation Trend!
Business drivers: Basler is one of the leading providers in the field of machine vision solutions, benefiting...
Casey's General Stores - The Convenience Store Operator Benefits from a Recovery in Consumer Demand!
Business drivers: Casey's General Stores (CASY) operates a network of more than 2,500 locations in 16...
Nutanix - Digitalization Boom Leads to Strong Prospects!
Business drivers: Nutanix (NTNX) develops software for hybrid multi-cloud infrastructures with a focus...
Bloom Energy - Cloud Boom and Oracle Collaboration Create Strong Prospects!
Business drivers: Bloom Energy (BE) specializes in the development and production of solid oxide fuel...
QuantumScape - the Electric Battery Producer Reaches an Important Milestone with VW Premiere!
Business drivers: QuantumScape (QN) is focused on developing a new generation of solid-state batteries...
Centene - The Health Insurer Continues to Benefit from Rising Member Numbers!
Business drivers: Centene (CNC) is one of the largest providers in the USA, with over 28 million members...
Ondas Holdings - Rising Defense Budgets Lead to Full Order Books for the Drone Specialist!
Business drivers: Ondas Holdings (OND) has specialized primarily in the development of autonomous drone...
AeroVironment - the Drone Manufacturer Continues to Benefit from Increasing Defense Budgets
Business drivers: AeroVironment (AVAV) specializes in the development of modern drone systems, with...
Adesso - The IT Service Provider Impresses with Significant Gains in Revenue and Earnings Thanks to AI Offensive!
Business Driver: The IT consulting firm Adesso is one of the leading players in the German market. Fresh...
Astera Labs - the AI Boom Provides the Chipmaker with Excellent Growth Prospects!
Business drivers: Astera Labs Inc. (ALAB) specializes in connectivity solutions for AI and cloud infrastructures....
BrightSpring Health Service - the Healthcare Provider Benefits from Rising Patient Numbers and Demographic Changes!
Business drivers: BrightSpring Health Service (BTSG) is a provider of home healthcare services. The...
Mirion Technologies - Renaissance of Nuclear Energy Creates Strong Prospects
Business drivers: Mirion Technologies ( ) is a globally active provider of radiation protection, measurement,...
Hewlett-Packard Enterprise - The AI Boom Creates Strong Prospects Thanks to Juniper Acquisition!
Business drivers: Hewlett Packard Enterprise (HPE) can leverage its expertise in edge-to-cloud platforms....
CTS Eventim - The Ticketing Specialist Benefits from Increasing Consumer Demand!
Business drivers: CTS Eventim is seen as a beneficiary of increasing consumer spending, as many consumers...
Q2 Holdings - New AI Solutions Drive Customer Growth!
Business drivers: Q2 Holdings Inc. (QTWO) specializes in digital transformation solutions for financial...
Casey's General Stores - the Convenience Store Chain Benefits from Rising Consumer Demand!
Business drivers: Casey's General Stores has built a strong market position through the combination...