Accumulation

Praxis Precision Medicines

Praxis Precision Medicines - Biotech company reports breakthrough in study results!

Business Driver: Praxis Precision Medicines (PRAX) specializes in the development of therapies for central...

Arrowhead Pharmaceuticals - Pharma company impresses with strong pipeline!

Business Driver: Arrowhead Pharmaceuticals (ARWR) has focused on the development and commercialization...

Cooper Companies - Eye Care Specialist Following Entry of Activist Investor Before Possible Spinoff!

Business Drivers: Cooper Companies (COO) is a medical device manufacturer focusing on two complementary...

Ares Management - Investment Company Profiting from Bull Market on International Capital Markets!

Business Driver: Ares Management (ARES) is one of the leading players in the field of alternative investments....

Primoris - Infrastructure Specialist Benefits from Economic Recovery and AI Boom!

Business Drivers: The specialist in construction, engineering, and maintenance services focused on critical...

Teleflex - Medical Technology Company Focuses on Core Business with Divestitures and Announces Stock Buyback!

Business Driver: Teleflex (TFX) has positioned itself as a provider of solutions in the areas of vascular...

Academy Sports & Outdoors - Robust Consumer Demand and Cost-Cutting Measures Drive Momentum Despite Challenging Environment!

Business Drivers: Academy Sports and Outdoors (ASO) is one of the most well-known retailers in the field...

Omnicom - Increasing Advertising Budgets and Synergies from Interpublic Acquisition Should Further Boost Results!

Business Driver: The advertising company Omnicom (OMC) is currently benefiting from increasing advertising...

Core & Main - Rising Construction Expenditures Lead to Record Results!

Business Driver: Core & Main (CNM) is represented with its approximately 370 locations in the distribution...

Schaeffler - Megatrend Industrial Robotics and Entry into Drone Manufacturing to Significantly Boost Revenue and Results in the Medium Term!

Business Driver: Schaeffler is now one of the largest automotive suppliers due to the Vitesco acquisition,...

Booz Allen Hamilton – IT and Consulting Specialist Benefits from Increasing Budgets in the Defense Segment!

Business Driver: Booz Allen Hamilton (BAH) supports companies and government agencies in the implementation...

Klöckner - Steel Trader in the Crosshairs of Worthington Steel!

Business Driver:  The steel trader Klöckner & Co has recently, like many other heavyweights...

Serve Robotics

Serve Robotics - Delivery Robot Specialist Positioned for Growth Acceleration Thanks to New Partnerships with Door Dash and Uber Eats!

Growth Driver: Serve Robotics  develops and operates autonomous delivery robots (Sidewalk Robots) that...

Live Nation Entertainment - Ticketing Marketer and Concert Organizer Benefits from Rising Consumer Spending!

Business Driver: Live Nation Entertainment (LYV)  is the number one in live concerts and events worldwide...

Salesforce - AI Applications Significantly Boost Results!

Business Drivers: Salesforce (CRM) is one of the world's leading cloud providers of CRM applications...

Samsara (IOT) – IoT Specialist Benefits Massively from Digitalization Boom!

Business Driver: Samsara (IOT) has made a name for itself with IoT platform solutions that assist companies...

ServiceTitan

ServiceTitan - Thriving Construction Sector Boosts Revenue and Earnings Significantly!

Business driver: ServiceTitan (TTAN) has established itself as one of the leading players in this segment...

Rubrik - Cybersecurity specialist shines with new solutions in the field of AI agents!

Business driver: Rubrik (RBRK) has focused on software suites related to data security, cyber resilience,...

Victoria's Secret - Attractive Consumer Demand and New Designs Create Momentum!

Business Drivers: Victoria's Secret (VCSO) is one of the most well-known providers of women's underwear,...

Ulta Beauty - The cosmetics retailer benefits from increasing customer traffic and plans to significantly expand online sales!

Business Driver: Ulta Beauty (ULTA) has made a name for itself as a cosmetics and beauty retailer with...

Alaska Air - Airline benefits from rising passenger numbers and expects high synergies from Hawaiian Airlines acquisition!

Business Driver: Alaska Airlines (ALK) has strengthened itself in recent years through numerous smaller...

Microchip Technologies - Strong Chip Demand and Restructuring Program Lead to Record Results!

Business Driver: Microchip Technology (MCHP) specializes in chips and mixed-signal, analog and interface...

Old Dominion Freight - LTL Specialist Benefits from Rising Transport Volumes and Boom in {[Online Trade!]}

Business Driver: Old Dominion Freight (ODFL) specializes in so-called Less-Than-Truckload logistics but...