Accumulation
CACI International - Digitalization Boom and Government Contracts Lead to Record Results!
Business Driver: CACI Technologies (CACI) has made a name for itself in the areas of consulting and...
Autozone - Increasing Demand for Replacement Parts Significantly Boosts Results!
Business Driver: AutoZone (AZO) is one of the largest providers of automotive replacement parts and...
W.R Berkley - Rising Premium Income Drives Momentum!
Business Driver: W.R Berkley (WRB) has established itself as a holding company in the primary and reinsurance...
Monolithic Power Systems - AI Accelerators Significantly Boost Results!
Business Driver: Monolithic Power Systems (MPWR) has positioned itself strongly in the power management...
Lumentum Holdings - Hardware Manufacturer Massively Profits from AI Boom!
Business Driver: Lumentum Holdings (LITE) has specialized primarily in optical components, sensors,...
Aramark - Economic Recovery Promises Fresh Impulses for Catering Service Provider!
Business Driver: Aramark is a provider of facility and catering services. In addition to traditional...
Natera - Attractive Treatment Numbers Drive Momentum!
Business Drivers: Natera (NTRA) specializes in genetic tests for the detection of serious and life-threatening...
WillScot - Rising Rents Lead to High Margins!
Business drivers: WillScot (WSC) is a specialist in mobile office units that can be set up quickly and...
Ondas Holdings - Increased Defense Budgets Bring Full Order Books for the Drone Specialist!
Business drivers: Ondas Holdings (OND) has specialized primarily in the development of autonomous drone...
AutoNation - Rising Demand for new Cars Fuels Strong Outlook!
Business drivers: AutoNation (AN) has established a strong market position in the U.S. as a dealer for...
Churchill Downs - Sports Betting Provider Benefits from Rising Consumer Spending!
Business drivers: Churchill Downs (CHDN) is one of the oldest players in the entertainment and gambling...
IDEXX Laboratories - Veterinary Health Specialist Benefits from Increasing Pet Numbers with New Products!
Business drivers: IDEXX Laboratories (IDXX) has established a strong market position in the field of...
Merck & Co - The Pharmaceutical Company Impresses with a Strong Pipeline!
Business drivers: Merck & Co (MRK) is particularly strong in the oncology segment, primarily thanks...
Burlington Stores - Discount Retailer Benefits from Increased Customer Traffic!
Business drivers: Burlington Stores (BURL) is one of the largest discount retailers in the USA with...
Quanta Services – Billion-Dollar Investments in Energy Infrastructure Provide Momentum - a new Framework Agreement with AEP Should Significantly Boost Growth!
Business drivers: Quanta Services (PWR) specializes in the planning, construction, maintenance, and...
Sterling Infrastructure - Data Center Boom Leads to Bright Prospects!
Business drivers: Sterling Infrastructure (STRL) benefits massively as a construction service provider...
SMA Solar - Inverter Manufacturer Poised for Return to Growth Path Thanks to Cost Reduction Measures and Demand Revitalization!
Business drivers: SMA Solar is strongly positioned in solar inverters and energy storage solutions....
Modine Manufacturing - AI Boom Fuels Demand for Cooling Systems for Data Centers!
Business drivers: Modine Manufacturing (MOD) is one of the leading providers of heating, ventilation,...
Clearwater Analytics - Acquisition Speculations Fuel Fantasy for the Cloud Specialist!
Business drivers: Clearwater Analytics (CWAN) specializes in cloud-based software solutions for investment...
Hypoport - Real Estate Market Turnaround Boosts Momentum, Management Expects New Record Results in 2026!
Business Driver: Hypoport has established itself as a platform provider for the brokerage of loans and...
Solventum - Medical Technology Company Benefits from Rising Treatment Numbers!
Business Driver: The healthcare provider Solventum (SVT) has specialized in a wide range of services...
Bechtle - IT company benefits from increasing IT spending!
Business Drivers: The IT system house Bechtle is expected to benefit primarily from the multi-billion-euro...
Republic Services - Waste and Disposal Service Provider Delivers Strong Prospects in Core Business
Business Driver: Republic Services (RSG) is currently the number two in North America and Canada, behind...