Accumulation
SiTime - Semiconductor Manufacturer Benefits from AI and Data Center Boom!
Business driver: The US technology company SiTime (SITM) has positioned itself in the field of MEMS-based...
Illinois Tool Works - Economic Recovery Boosts Results!
Business Driver: Illinois Tool Works (ITW) specializes in components and systems for numerous industries...
Encompass Health - Rising Patient Numbers Drive Momentum!
Business Driver: The US healthcare company Encompass Health (ENCH) is one of the leading providers in...
Bill Holdings – New AI Tools and Digitalization Boom Create Momentum
Business Driver: Bill Holdings (BILL) focuses on cloud-based software solutions in the field of financial...
Emerson Electric - Industrial Automation Specialist Benefits from Economic Revival!
Business Driver: Emerson Electric (EMR) has established a strong market position, especially in the...
Teradyne - Strong Demand for Test Systems for Semiconductors Drives Results Significantly!
Business drivers: Teradyne (TER) has specialized primarily in test systems for the semiconductor and...
Corpay - Rising Consumer Demand Fuels Momentum!
Growth drivers: Corpay (CPAY) is a provider in the field of digital B2B payment solutions. The offerings...
ATI (Allegheny Technologies) - Aerospace boom drives dynamic revenue and earnings growth!
Business Driver: Allegheny Technologies (ATI) specializes in rolled steel, specialty, and composite...
Enphase - Inverter Manufacturer Continues to Benefit from Solar Boom!
Business Driver: Enphase Energy (ENPH) has established a strong market position, especially in solar...
Cirrus Logic - iPhone Super Cycle Drives Strong Outlook!
Business Drivers: Cirrus Logic (CRUS) is one of the leading players in mixed-signal solutions, with...
XPO Logistics - Logistics provider benefits from rising consumer demand!
Business Driver: XPO Logistics (XPO) is well positioned in the LTL (Less than Truckload) logistics sector,...
IDEX Corp - Industrial Company Benefits from Economic Recovery and AI Boom!
Business Driver: IDEX Corp. (IEX) is a US industrial company focused on highly specialized fluid and...
DaVita - Dialysis Specialist Benefits from Increasing Treatment Numbers!
Business Drivers: DaVita (DVA) has established itself as one of the leading healthcare providers in...
Woodward - Data Center Boom Drives Strong Results!
Business Driver: Woodward (WWD) is a globally operating company that develops and manufactures control...
Ovintiv - Oil Price Recovery and Acquisition of NuVista Energy Should Significantly Boost Results!
Business Driver: Ovintiv (OVNV) has positioned itself as an oil and natural gas explorer in North America...
International Paper - Spin-Off of the EMEA Packaging Segment Should Further Improve Profitability!
Business Driver: International Paper (IP) is one of the world's leading manufacturers of cardboard packaging....
Webster Financial - Regional Bank Targeted by Banco Santander!
Business Driver: Webster Financial (WBC) has established itself as a regional bank in the U.S. state...
Aurubis - Copper Manufacturer Benefits from Energy Transition and Rising Copper Sales!
Business Driver: Aurubis can currently benefit from multiple megatrends as the leading European copper...
PPG Industries - Paints and Coatings Manufacturer Benefits from Construction Boom!
Business Driver: PPG Industries (PPG) has established itself as one of the leading players in the paints...
Mastercard - Rising Consumer Spending and Travel Boom Result in Record Results for Credit Card Provider!
Business Drivers: Mastercard (MA ) is one of the top players in the US market, featuring core brands...
Sanmina - Cloud and Data Center Boom Leads to Strong Outlook!
Business Driver: Sanmina (SANM ) is one of the leading US contract manufacturers for highly complex electronic...
A.O. Smith - Construction Boom Provides Strong Outlook!
Business Driver: A.O. Smith (AOS) has established a strong market position in ventilation systems, water...
Church & Dwight - Strong Core Brand Portfolio Drives Growth!
Business Drivers: Church & Dwight (CHD ) has established a strong market position with its diverse...