Accumulation
Affirm Holdings - BNPL Specialist Surprises with Strong Q2 Figures Driven by Robust Customer Growth!
Business Driver: Affirm Holdings (AFRM) has established a strong market position in the "Buy-Now-Pay-Later"...
Coreweave - AI Boom Drives Results Significantly!
Business Driver: Coreweave (CRWY) specializes in AI cloud solutions, including hardware optimized for...
Heico - Aerospace Supplier Significantly Benefits from Flight and Travel Boom!
Business Driver: HEICO (HEI) provides certified replacement parts and components for aircraft and engine...
Micron - Memory Chip Manufacturer Benefits Massively from AI Boom!
Business Driver: Micron Technologies (MU) has positioned itself strongly in DRAM, NAND, and SSD memory...
Chipotle Mexican Grill - The Fast Food Industry Leader Aims to Take off with new Menu Variations!
Business drivers: Chipotle Mexican Grill (CMG) has become one of the most recognized fast-food chains...
Lululemon - Yoga and Sportswear Specialist in Focus After Entry of U.S. Investor Elliott!
Business Driver: LuluLemon (LULU) has positioned itself in the premium segment of sports and yoga apparel....
Nutanix - The Digitalization Boom Provides Strong Prospects!
Business Driver: Nutanix (NTNX) develops software for hybrid multi-cloud infrastructures with a focus...
Clear Secure - ID Security Specialist Benefits from Increasing Travel Volume!
Business Driver: Clear Secure (YOU) has positioned itself as one of the leading providers of biometric...
General Mills - Attractive Consumer Demand Leads to Strong Outlook!
Business drivers : The US food manufacturer is best known for its premium ice cream brand Häagen-Dazs,...
Marriott International - The Hotel Group Continues on Success Path Thanks to Travel and Tourism Boom!
Business drivers: The US hotel company Marriott International (MAR) is well positioned to benefit...
Visa - Credit Card Provider Benefits from Travel Boom and Recovery of Consumer Demand!
Business drivers: Visa (V) is among the leading credit card providers alongside MasterCard and American...
Darden Restaurants - Restaurant chain benefits from rising consumer spending, Chuy’s acquisition significantly boosts results!
Business Driver: Darden Restaurants (DRI) has established itself strongly in the Casual Dining sector...
Wyndham: Hotel chain continues to benefit from the travel and tourism boom!
Business Driver: Wyndham Hotels & Resorts (WH ) is currently benefiting massively from the travel...
Waystar - Cloud Software Specialist Benefits from Digitalization Boom in the Insurance Sector!
Business Driver: Waystar (WAY) has focused on software applications for the insurance industry. The...
Westlake Chemical benefits from rising demand for insulation materials in the construction industry
Business Driver: Westlake Chemical (WLK) has focused on the production of polyethylene, chlorine, sodium...
Carpenter Technology – Boom in the Aerospace Industry and Rising Defense Budgets Fuel Momentum!
Business Driver: Carpenter Technologies (CARP) specializes in the production of high-quality specialty...
Gaming & Leisure - Casino Resort Operator Benefits from Gambling Boom!
Business Driver: Gaming & Leisure Properties (GLPI) specializes in the acquisition and management...
Air Products & Chemicals - Industrial Gas Manufacturer Benefits from Economic Recovery!
Business Driver: Air Products & Chemicals (APD) is among the international top players in the industrial...
Southwest Airlines - Tourism Boom and New Efficiency Enhancement Program Should Sustainably Improve Results!
Business Driver: Southwest Airlines (LUV) has established itself as one of the most popular US providers...
Applied Optoelectronics - AI Boom and new {[High-End Transceivers]} should sustainably drive growth!
Business Driver: Applied Optoelectronics (AAOI) is one of the leading providers in the field of Fiber-Optic...
American International Group - Insurance Group Continues to Benefit from Rising {[Premium Income]} and Price Increases!
Business Driver: American International Group (AIG) offers a wide portfolio of property, liability,...
TUI - Travel and Tourism Boom Significantly Boosts Results!
Business Driver: TUI can benefit as one of the largest European travel companies from rising booking...
Lululemon - Yoga and Leisure Apparel Manufacturer Impresses with Strong Numbers Thanks to Recovery in China!
Business Driver: Lululemon (LULU) has established itself as one of the most recognized players in the...