Accumulation
Teradyne - Strong Demand for Test Systems for Semiconductors Drives Results Significantly!
Business Driver: Teradyne (TER) has specialized primarily in test systems for the semiconductor and...
Corpay - Rising Consumer Demand Fuels Momentum!
Growth Driver: Corpay (CPAY) is a provider in the field of digital B2B payment solutions. The offerings...
ATI (Allegheny Technologies) - Aerospace boom drives dynamic revenue and earnings growth!
Business Driver: Allegheny Technologies (ATI) specializes in rolled steel, specialty, and composite...
Enphase - Inverter Manufacturer Continues to Benefit from Solar Boom!
Business Driver: Enphase Energy (ENPH) has established a strong market position, especially in solar...
Cirrus Logic - iPhone Super Cycle Drives Strong Outlook!
Business Drivers: Cirrus Logic (CRUS) is one of the leading players in mixed-signal solutions, with...
XPO Logistics - Logistics provider benefits from rising consumer demand!
Business Driver: XPO Logistics (XPO) is well positioned in the LTL (Less than Truckload) logistics sector,...
IDEX Corp - Industrial Company Benefits from Economic Recovery and AI Boom!
Business Driver: IDEX Corp. (IEX) is a US industrial company focused on highly specialized fluid and...
DaVita - Dialysis Specialist Benefits from Increasing Treatment Numbers!
Business Drivers: DaVita (DVA) has established itself as one of the leading healthcare providers in...
Woodward - Data Center Boom Drives Strong Results!
Business Driver: Woodward (WWD) is a globally operating company that develops and manufactures control...
Ovintiv - Oil Price Recovery and Acquisition of NuVista Energy Should Significantly Boost Results!
Business Driver: Ovintiv (OVNV) has positioned itself as an oil and natural gas explorer in North America...
International Paper - Spin-Off of the EMEA Packaging Segment Should Further Improve Profitability!
Business Driver: International Paper (IP) is one of the world's leading manufacturers of cardboard packaging....
Webster Financial - Regional Bank Targeted by Banco Santander!
Business Driver: Webster Financial (WBC) has established itself as a regional bank in the U.S. state...
Aurubis - Copper Manufacturer Benefits from Energy Transition and Rising Copper Sales!
Business Driver: Aurubis can currently benefit from multiple megatrends as the leading European copper...
PPG Industries - Paints and Coatings Manufacturer Benefits from Construction Boom!
Business Driver: PPG Industries (PPG) has established itself as one of the leading players in the paints...
Mastercard - Rising Consumer Spending and Travel Boom Result in Record Results for Credit Card Provider!
Business Drivers: Mastercard (MA ) is one of the top players in the US market, featuring core brands...
Sanmina - Cloud and Data Center Boom Leads to Strong Outlook!
Business Driver: Sanmina (SANM ) is one of the leading US contract manufacturers for highly complex electronic...
A.O. Smith - Construction Boom Provides Strong Outlook!
Business Driver: A.O. Smith (AOS) has established a strong market position in ventilation systems, water...
Church & Dwight - Strong Core Brand Portfolio Drives Growth!
Business Drivers: Church & Dwight (CHD ) has established a strong market position with its diverse...
Carrier Global - Construction Boom Boosts Results Significantly!
Business Drivers: Carrier Global (CARR) is a provider of heating, ventilation, and air conditioning...
Verizon - Mobile Provider Benefits from Strong Customer Growth!
Business Driver: Verizon (VZ) has established itself as one of the leading players in mobile and high-speed...
Franklin Resources - Asset Manager benefits from increasing fee income!
Business Driver: Franklin Resources (BEN) belongs to the established international asset managers with...
TTM Technologies - Cloud and Data Center Boom Boosts Results Significantly - {[New Raytheon Order]} Adds Momentum!
Business Driver: TTM Technologies (TTM) has established itself as a manufacturer of technologically...
Texas Instruments - AI Boom Drives Dynamic Revenue and Profit Increase!
Business Driver: Texas Instruments (TXN) has established a strong market position in the chip and semiconductor...