Accumulation
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...
General Mills - Attractive Consumer Demand Leads to Strong Outlook!
Business drivers : The US food manufacturer is best known for its premium ice cream brand Häagen-Dazs,...
Marriott International - The Hotel Group Continues on Success Path Thanks to Travel and Tourism Boom!
Business drivers: The US hotel company Marriott International (MAR) is well positioned to benefit...
Visa - Credit Card Provider Benefits from Travel Boom and Recovery of Consumer Demand!
Business drivers: Visa (V) is among the leading credit card providers alongside MasterCard and American...
Darden Restaurants - Restaurant chain benefits from rising consumer spending, Chuy’s acquisition significantly boosts results!
Business Driver: Darden Restaurants (DRI) has established itself strongly in the Casual Dining sector...
Wyndham: Hotel chain continues to benefit from the travel and tourism boom!
Business Driver: Wyndham Hotels & Resorts (WH ) is currently benefiting massively from the travel...
Waystar - Cloud Software Specialist Benefits from Digitalization Boom in the Insurance Sector!
Business Driver: Waystar (WAY) has focused on software applications for the insurance industry. The...
Westlake Chemical benefits from rising demand for insulation materials in the construction industry
Business Driver: Westlake Chemical (WLK) has focused on the production of polyethylene, chlorine, sodium...
Carpenter Technology – Boom in the Aerospace Industry and Rising Defense Budgets Fuel Momentum!
Business Driver: Carpenter Technologies (CARP) specializes in the production of high-quality specialty...
Gaming & Leisure - Casino Resort Operator Benefits from Gambling Boom!
Business Driver: Gaming & Leisure Properties (GLPI) specializes in the acquisition and management...
Air Products & Chemicals - Industrial Gas Manufacturer Benefits from Economic Recovery!
Business Driver: Air Products & Chemicals (APD) is among the international top players in the industrial...