Accumulation

Lamb Weston - The Potato Producer is Back on Track Thanks to Cost-Cutting Measures!

Business drivers: Lamb Weston (LW) specializes in frozen potato dishes such as French fries, wedges,...

Western Digital - AI Boom Drives Strongly Rising HDD Demand!

Business drivers: Western Digital (WDC) has specialized primarily in storage chips and HDD solutions....

Casella Waste Systems: The Waste Management Company Benefits from Increasing Waste Volume!

Business drivers: Casella Waste has a wide network with numerous landfills, recycling facilities, and...

XCEL Energy - Rising Energy Demand Creates Momentum!

Business drivers: The energy provider XCEL Energy (XEL) currently has around 3.7 million electricity...

Münchener Rück - Rising Major Loss Risks Drive High Premium Income!

Business drivers: Münchener Rück has established itself as one of the top players in reinsurance solutions....

Macy’s - Restructuring Pays Off!

Business drivers: Macy's (M) is one of the most well-known department store chains in the USA, with...

McKesson - The Pharmaceutical Wholesaler Benefits from Rising Demand for Medications!

Business drivers: McKesson (MCK ) has made a name for itself as a pharmaceutical wholesaler, supplying...

Halliburton - The Oilfield Service Provider Aims to Improve Margins with Cost-Cutting Measures!

Business drivers: Halliburton (HAL) offers a wide range of products and services related to oil and...

Procore Technologies - The Construction Software Specialist Benefits from the Digitalization Boom in the Construction Industry!

Business drivers: Procore Technologies (PCOR) offers suitable digitalization solutions for the construction...

Soleno Therapeutics - The FDA Approval for Vykat XR Represents an Important Milestone!

Business drivers: Soleno Therapeutics (SLNO) specializes in the development of new therapies and medications...

TTM Technologies - Cloud and Data Center Boom Drives Earnings Significantly!

Business drivers: TTM Technologies (TTM) has made a name for itself as a manufacturer of technologically...

Marvell Technologies: Major Trends in Cloud Computing and AI Drive Results Significantly!

Business drivers: Marvell Technologies (MRVL) has specialized mainly in custom silicon and optoelectronic...

Peabody Energy - The U.S. Coal Producer Benefits from Rising Coal Demand!

Business drivers: Peabody Energy (BTU) operates coal mines in the U.S. and Australia and focuses on...

Intel - Chip Manufacturer Focuses on Collaborations and Technology Partnerships - Speculations About TSMC's Stake!

Business drivers: The chip manufacturer Intel (INTC) has faced significant pressure in recent years...

TD Synnex - Cloud Boom Drives Results Significantly!

Business drivers: TD Synnex (SNX) has established itself as a global IT distribution and solutions provider,...

Newmont Mining - Record High Gold Prices Create Strong Outlook!

Business drivers: Newmont Mining (NEM) operates a global portfolio of mines, including Nevada Gold Mines...

Teradyne - Test Equipment Provider on a Growth Trajectory Thanks to AI Boom!

Business drivers: Teradyne (TER) has specialized mainly in test equipment systems for the semiconductor...

Ondas Holdings - Increasing Defense Budgets Keep the Drone Specialist's Order Books Full!

Business drivers: Ondas Holdings (OND) specializes primarily in the development of autonomous drone...

EOS Energy - Energy Transition Ensures Full Order Books!

Business drivers: EOS Energy Enterprises (EOSE) is a company specializing in the development, manufacturing,...

Southern Copper - Rising Copper Demand and US Tariffs on Copper Create Strong Outlook!

Business drivers: Southern Copper (SCCO) has several large copper mines with Toquepala and Cuajone in...

Sterling Infrastructure - Cloud Data Center Boom Leads to Bright Prospects!

Business drivers: Sterling Infrastructure (STRL) significantly benefits from the boom in cloud and data...

Sempra Energy - the Energy Provider Benefits from Rising Energy Demand and LNG Boom!

Business drivers: Sempra Energy (SEMP) is well-positioned in electricity and natural gas via its subsidiaries...

Interdigital - Smartphone and IoT Boom Leads to Strong Outlook!

Business drivers: Interdigital specializes in the development and licensing of technologies for wireless...