Accumulation
MKS Instruments - Chip Demand Recovery Provides Strong Outlook!
Business Driver: MKS Instruments (MKSI) has established itself as a provider of proprietary high-precision...
Allegro Microsystems - Megatrends in E-Mobility, AI Servers & Robotics Provide Tailwinds!
Business Driver: Allegro MicroSystems (ALGM) specializes in magnetic sensor systems that are used in...
Entegris - Semiconductor Boom Drives Momentum!
Business Driver: Entegris (ENTG ) is a leading provider of materials and process solutions for the semiconductor...
Teledyne Technologies: Economic revival and increasing defense budgets lead to significant profit increase!
Business Drivers: The US technology company Teledyne Technologies (TLY) operates in various segments...
Planet Labs - Satellite Service Provider Benefits from Surge in Orders
Business Driver: Planet Labs (PL) is one of the leading providers in satellite monitoring thanks to its...
FTAI Aviation - Engine Manufacturer Benefits from Travel Boom, New Gas Turbines for Data Center Applications Create Momentum!
Business Driver: FTAI Aviation (FTAI) is currently benefiting significantly from the booming maintenance...
Fifth Third Bancorp - Comerica Acquisition and Bull Market Create Strong Outlook!
Business Driver: Fifth Third Bancorp (FITB) covers all classic areas in its core business and is particularly...
AST SpaceMobil - New collaborations should sustainably boost results!
Business Driver: AST SpaceMobil (ASTS) has positioned itself in the megamarket for satellite telephony....
Intuitive Machines - Space Race and Acquisition of Lanteris Systems Provide Strong Outlook
Business Driver: Intuitive Machines (LUNR) has positioned itself in lunar logistics, data, and autonomous...
Glaukos - Rising Treatment Numbers Drive Momentum!
Business Drivers: Glaukos (GKOS) is a specialist in minimally invasive procedures and micro-implants...
US Foods Holdings - Food Wholesaler Benefits from Rising Consumer Demand
Business Driver: US Foods Holding Corp (USFD) has positioned itself as a food wholesaler in the USA,...
Powell Industries - Attractive Investments in Oil and Gas Exploration Lead to Strong Outlook!
Business Driver: Pweoll Industries specializes in customized electric energy systems and equipment...
Laboratory Corp of America - Laboratory testing provider benefits from increasing test volumes!
Business Driver: Labcorp (LH) has established a strong market position, especially in laboratory tests...
CoStar Group - Real Estate Portal Specialist Benefits from Recovery in Real Estate Demand!
Business driver: CoStar Group (CSGT) is a provider of information, analytics, digital marketplaces, and...
Akamai - Cybersecurity Specialist Benefits from Increasing Corporate Spending on Security Solutions and Cloud Infrastructure Solutions!
Business driver: Akamai (AKAM) specializes in cloud services in the field of cybersecurity and is likely...
Sysco - Wholesaler Benefits from Rising Consumer Demand!
Business Driver: Sysco (SYY ) has established itself as a food and foodservice provider in the USA....
Redwire - Space Race Brings Strong Outlook!
Business Driver: Redwire (RDW) has made a name for itself as a provider of mission-critical space infrastructure...
Cal-Maine - Egg Producer Benefits from Recovery in Consumer Demand!
Business Driver: Cal-Maine Foods (CALM ) is one of the leading egg producers in the USA. As consumer...
Drägerwerk - Follow-on Effects Lead to Profit Spike!
Business Driver: Drägerwerk is one of the leading providers in the fields of medical and safety technology....
Meritage Homes - Attractive Construction Demand and Outlook for Declining Mortgage Rates Lead to Strong Prospects!
Business Driver: Meritage Homes (MH) has specialized in energy-efficient standards for single-family...
TopBuild - Recovery of the Construction Sector Creates Strong Prospects!
Business Driver: TopBuild (BLD ) is a specialist in insulation materials and construction products,...
Options Care Health - Increasing Patient Numbers Lead to Bright Prospects.
Growth Driver: Options Care Health (OPCH) specializes in infusion therapies for patients with chronic...
FormFactor - Wafer Testing Specialist Profits Massively from Data Center Boom!
Business Driver: FormFactor (FFM ) specializes in wafer testing systems and measurement technology,...