Accumulation
SentinelOne - the Cybersecurity Specialist Continues to Benefit from Increasing Corporate Spending!
Business drivers: SentinelOne (S ) specializes in AI-driven cybersecurity solutions. With its Singularity...
MongoDB - The Database Platform Provider Experiences Dynamic Growth Acceleration Thanks to new AI Tools!
Business drivers: MongoDB (MDB) is one of the leading players in this segment, thanks to its cloud database...
Snowflake - AI Platform Solutions Should Drive Customer Growth!
Business drivers: Snowflake (SNOW) is one of the leading players in the field of cloud-based data platforms,...
Wynn Resorts - Casino Operator Benefits from Gambling Boom in Macau!
Wynn Resorts (WYNN) is one of the world's leading casino operators, currently benefiting from the gambling...
Lumentum Holdings - AI Boom Creates Bright Prospects!
Business drivers: Lumentum Holdings (LITE) is one of the technology leaders in optical components, sensors,...
Affirm Holdings - BNPL Specialist Surprises with Strong Customer Growth and Impressive Q2 Figures!
Business drivers: Affirm Holdings (AFFM) is one of the leading providers in the "Buy-Now-Pay-Later"...
Basler - The Machine Vision Specialist Continues to Benefit from the Automation Trend!
Business drivers: Basler is one of the leading providers in the field of machine vision solutions, benefiting...
Schaeffler - The Automotive Supplier Benefits from the Outlook on Sales Revitalization, the Megatrend Industrial Robotics Promises Strong Prospects!
Business drivers: Schaeffler is one of the leading automotive suppliers, having recently strengthened...
Papa John's - Pizza Chain Back on Track Thanks to Restructuring and Cost-Cutting Measures!
Business drivers: Papa John's (PZZA) is one of the leading pizza chains globally, with around 6,000...
Autodesk - CAD Software Specialist Benefits from Digitization Trend!
Business drivers: Autodesk (ADSK) is one of the world's leading providers of design and engineering...
Viasat - Satellite Communication Provider Benefits from Dynamic Customer Growth
Business drivers: Viasat (VSAT) is one of the leading providers in satellite communication, offering...
Pure Storage - Flash Storage Specialist Benefits Significantly from AI Boom!
Business drivers: Pure Storage (PSTG) has established itself as a pioneer in enterprise flash storage....
Bill Holdings – New AI Tools and Digitization Boom Drive Momentum!
Business drivers: Bill Holdings (BILL) specializes in cloud-based software solutions in the field of...
QXO - Beacon Roofing Supply Acquisition Should Sustainably Boost Results!
Business drivers: QXO Holdings (QXO) is one of the leading US distribution providers in the building...
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...