Accumulation
Williams Companies - Natural Gas Pipeline Operator Profits Massively from an Improving US Economy!
Business Driver: Williams (WMB) specializes in natural gas infrastructure. The core business consists...
Tenet Healthcare - US Hospital Operator Benefits from Rising Patient Numbers!
Business drivers: Tenet Healthcare (THC) has built a strong market position in the care and healthcare...
Masco - Attractive construction boom leads to strong outlook!
Business Driver: Masco /(MAS ) has established a strong market position in the renovation and residential...
BorgWarner - Automotive Supplier Benefits from the Rise of E-Mobility, New Data Center Solutions Promise Fresh Impulses!
Business Driver: BorgWarner (BWA) is particularly strong in the field of e-mobility. Its portfolio...
Terex - Construction Equipment Manufacturer Benefits from Rising Construction Economy!
Growth drivers: Terex (TEX) has established a strong market position in the construction machinery...
VSE Corp - MRO Specialist Benefits from Record High Air Traffic!
Business Driver: VSE Corp (VSE) provides worldwide aftermarket parts distribution, maintenance, repair,...
FormFactor - Wafer Testing Specialist Profits Massively from Data Center Boom!
Business Driver: FormFactor (FFM) specializes in wafer testing systems and measurement technology, covering...
AECOM - Rising infrastructure investments lead to strong results!
Business Driver: AECOM (ACM) is a global infrastructure consulting firm that offers professional services...
Post Holdings - The Food Manufacturer Benefits from Internationalization and Strong Private Labels!
Business drivers: Post Holdings (POST) has made a name for itself as a food manufacturer. Post Consumer...
Hasbro - Digital Games, Magic the Gathering and Wizards Division Provide Momentum!
Business drivers: Hasbro (HAS) has repositioned itself in recent years and is significantly expanding...
Powell Industries - Attractive investments in oil and gas exploration create strong prospects!
Business Driver: Powell Industries specializes in custom electrical energy systems and equipment for...
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 drivers: The US healthcare company Encompass Health (ENCH) is one of the leading providers...
Bill Holdings – New AI Tools and Digitalization Boom Create Momentum
Business drivers: 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...