Accumulation
Affirm Holdings - BNPL Specialist Benefits from Rising Consumer Demand
Business drivers: The fintech specialist Affirm Holdings (AFRM) specializes in so-called "Buy Now,...
Heico - Aerospace Supplier Profits Massively from Flight and Travel Boom!
Business drivers: HEICO (HEI ) is one of the leading providers of certified replacement parts and components...
Semtech - Semiconductor Specialist Benefits from Megatrends Surrounding IoT and AI!
Business drivers: Semtech Holdings (SEM) specializes in analog and mixed-signal semiconductors, offering...
Einhell Germany - Power-X-Change Device Series Boosts Results!
Business drivers: Einhell Germany is one of the leading manufacturers of tools and garden equipment....
SiTime - Semiconductor Manufacturer Benefits from AI and Data Center Boom!
Business Driver: The US technology company SiTime (SITM) is a leading provider of MEMS-based timing...
Bloom Energy - Collaboration with Oracle Leads to Strong Outlook!
Business Driver: Bloom Energy (BE) specializes in the development and production of solid oxide fuel...
Dutch Bros - The Coffeehouse Chain Surprises with Strong Customer Growth Thanks to new Concepts!
Business drivers: Dutch Bros (BROS) is one of the fastest-growing coffeehouse chains in the USA. With...
Roblox - Digital Gaming Specialist Impresses with Successful Monetization Strategy!
Business drivers: Roblox (RBLX) is an online platform for virtual gaming worlds where users can create,...
PUMA - The Sportswear Manufacturer Suffers from Weak Consumer Demand - Major Shareholder Wants to Divest its Stake!
Business drivers: PUMA is one of the leading sportswear manufacturers worldwide. Recently, the company...
SoFi Technologies - Fintech Specialist Benefits from Dynamic Customer Growth!
Business drivers: With its comprehensive digital financial platform that combines banking services,...
Archer Daniels Midland - Agribusiness Company Benefits from Rising Food Demand and Higher Sales of Bioethanol!
Business drivers: The US agribusiness company Archer Daniels Midland (ADM) specializes in the marketing...
Analog Devices - AI and Robotics Drive Momentum!
Business drivers: Analog Devices (ADI) is one of the leading providers of innovative solutions for analog,...
TM Technologies - AI and Increasing Defense Spending Drive Results Significantly!
Business drivers: TTM Technologies (TTM) has established itself as one of the leading manufacturers...
Packaging Corp of America - Packaging Manufacturer Benefits from eCommerce Boom!
Business drivers: Packaging Corporation of America (PKG) is one of the largest US manufacturers of packaging...
Toll Brothers - Luxury Homebuilder on a Growth Path Thanks to Declining Rates!
Business drivers: Toll Brothers (TOL) has established itself as one of the leading US homebuilders with...
Advanced Drainage Systems - Increasing Construction Activity Creates Strong Outlook!
Business drivers: Advanced Drainage Systems (WMS) is one of the leading providers in the field of water...
Cavco Industries - Growing Construction Market Boosts Results Significantly!
Business drivers: Cavco Industries (CVCO) is one of the leading U.S. providers in the modular construction...
Nordson - Economic Recovery Leads to Rising Revenue and Earnings!
Business drivers: Nordson (NDSN) is one of the leading providers of precision technologies for dispensing,...
Zoom Communications - new AI Initiative Drives Strong User Growth!
Business drivers: In recent years, Zoom Communications (ZM) has transformed into a full-service provider...
Halozyme Therapeutics - ENHANZE Licensing Revenues Boost Results Significantly!
Business drivers: The US biotech company Halozyme Therapeutics (HALO) specializes in products related...
Alnylam Pharmaceuticals - FDA Approval Expansion for Amvuttra Significantly Boosts Earnings!
Business drivers: Alnylam Pharmaceuticals (ALNY) is one of the world's leading providers of so-called...
Palo Alto Networks - Cybersecurity Specialist Benefits from Rising Corporate Spending, CyberArk Acquisition Should Further Drive Growth!
Business drivers: Palo Alto (PANW) is one of the leading players in the field of cybersecurity solutions,...
First Solar - Solar Technology Company Continues to Benefit from the Renewable Energy Transition!
Business drivers: First Solar (FSLR) is one of the leading manufacturers of high-end solar cells in...