Accumulation
Amgen - Biotech company impressed with strong pipeline!
Business Driver: Amgen (AMGN) is well-positioned in key segments with its core brand portfolio, covering...
Becton Dickinson - Medical Technology and Life Sciences Specialist Benefits from Recovery Effects!
Business Driver: The US pharmaceutical and life sciences specialist Becton Dickinson (BDX) can benefit...
Old Republic - Insurance Company Remains on Growth Path Thanks to Price Increases and Rising Premium Income!
Business Driver: Old Republic has primarily focused on property and liability insurance, commercial...
Ionis - Biotech company impresses with strong pipeline!
The biotech company specializes in the development of drugs and therapies for the treatment of rare genetic...
Jost Werke - Truck Supplier Benefits from Outlook on Recovery of {[Commercial Vehicle Demand!]}
Business Drivers: The company, which focuses on safety-relevant truck components such as fifth wheels,...
Brinker International - Restaurant chain benefits from {[increasing consumer demand! ]}
Business Driver: Brinker International (BRNK) has established itself as an operator of casual dining...
Cisco Systems - Networking Specialist Benefits Massively from AI Boom!
Business Driver: Cisco (CSCO) has made a name for itself in the field of high-end networking solutions...
Glaukos - Increasing treatment numbers significantly boost results!
Business driver: Glaukos (GKOS) specializes in minimally invasive techniques and micro-implants for...
Tetra Tech - End of the US Government Shutdown is expected to drive results!
Business Driver: Tetra Tech (TTK) is a provider of high-quality consulting and engineering services...
EPAM Systems - Digital Transformation Drives Momentum!
Business Drivers: EPAM Systems (EPAM) is a globally operating software engineering and IT consulting...
Tyson Foods - Meat Producer Surprises with Revenue and Earnings Growth Thanks to Price Increases and Rising Sales in Prepared Meals!
Business Drivers: The US food company Tyson Foods (TSN) is not only well-positioned in beef, pork,...
Maplebear - Online Delivery Marketplaces Benefit from Increasing Customer Numbers!
Business Drivers: Maplebear (formerly Flipcart) is currently benefiting from increasing customer numbers...
Clearwater Analytics - AI Specialist Targeted by Financial Investors!
Business drivers: Clearwater Analytics (CWAN) specializes in cloud-based software solutions for investment...
Ondas Holdings - Rising Defense Budgets Ensure Full Order Books for Drone Specialist!
Business drivers: Ondas Holdings (OND) has specialized in the development of autonomous drone systems...
Akamai – New Security and Cloud Solutions Drive Momentum!
Business driver: Akamai (AKAM) specializes in cloud services and cybersecurity, offering its customers...
Celanese - Chemical Company Benefits from Economic Upswing!
Business Driver: Celanese (CE) is a global chemical company that is particularly strong in the fields...
Expedia - Travel Boom Brings Strong Revenue and Profit Increase to Online Booking Portal!
Business Driver: Expedia (EXPD) is currently benefiting massively from the travel and tourism boom with...
Coherent - Laser specialist benefits massively from AI boom thanks to the transceiver segment!
Business Driver: Laser specialist Coherent (CHRT) is likely to benefit in the medium term primarily...
Klaviyo - Platform Provider for Custom Product Marketing with Profit Jump Thanks to Agentic Suites!
Business drivers: Klaviyo (KVYO) specializes in AI-based software platform solutions primarily for e-commerce....
Globus Medical - Acquisition of NuVasive Drives Results Significantly!
Business drivers: Globus Medical (GMED) is one of the leading providers in the field of orthopedic implants,...
New York Times - Publishing Company Continues Growth Path Thanks to Digital Offensive!
Business Driver: The publishing company New York Times (NYT) has repositioned itself in recent years...
Planet Fitness - Fitness studio operator benefits from rising membership numbers thanks to discount model!
Business driver: Planet Fitness (PLNT) has established itself as one of the fastest-growing players...
Air Products & Chemicals - Industrial Gas Manufacturer Benefits from Economic Recovery!
Business Driver: Air Products & Chemicals (APD) is one of the international top players in the industrial...