Accumulation
Sterling Infrastructure - Data Center Boom Leads to Bright Prospects!
Business Driver: 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 Driver: SMA Solar is strongly positioned in solar inverters and energy storage solutions. However,...
Modine Manufacturing - AI Boom Fuels Demand for Cooling Systems for Data Centers!
Business Driver: Modine Manufacturing (MOD) is one of the leading providers of heating, ventilation,...
Clearwater Analytics - Acquisition Speculations Fuel Imagination for Cloud Specialist!
Business Driver: 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...
Waste Management - Waste disposal specialist benefits from rising waste volumes, Stericycle Acquisition Promises new Impulses!
Business Drivers: Waste Management (WM) has secured a leading market position in the waste and disposal...
Regeneron - Pharma Company Impresses with a Strong Outlook Thanks to Dupixient and Eylea!
Business drivers: Regeneron Pharmaceuticals (REGN ) specializes in the development of new drugs and therapies...
Bilfinger - Industrial Service Provider Benefits from Economic Recovery and Energy Transition!
Business drivers: The industrial service provider benefits from the outsourcing trend in the industry,...
Hershey - Chocolate Manufacturer Benefits from Price Increases with Rising Margins!
Business drivers: Hershey (HSY) is among the leading chocolate manufacturers in the USA, thanks to well-known...
TransDigm - Aerospace Boom Provides Excellent Growth Opportunities for the Supplier!
Business drivers: TransDigm (TDG) has established itself as an aerospace supplier, manufacturing highly...
Scholar Rock Holding - Biotech Company with a Promising Pipeline - Approval of Apitegromab Should Drive Results Sustainably!
Business drivers: Scholar Rock Holding Corp. (SRRK) is a US biotech company focused on developing new...
Jenoptik - Technology Company Massively Benefits from AI Boom!
Business drivers: JENOPTIK is strongly positioned in key areas such as semiconductors, medical technology,...
Amgen - Biotech Company Impresses with a Strong Pipeline!
Business drivers: 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 drivers: 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 drivers: Old Republic has primarily focused on property and liability insurance, commercial...
Ionis - Biotech Company Impresses with a Strong Pipeline!
Business drivers: The biotech company specializes in the development of drugs and therapies for the...
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...