Accumulation

Equinix - AI Boom Creates Strong Prospects for Cloud and Data Center Operators!
Business Drivers: Equinix (EQIX) is one of the leading providers of cloud and data center applications,...

Clorox - Cleaning Products Manufacturer Aims to Return to Growth Path with Restructuring and Cost-Cutting Measures!
Business Driver: Clorox (CLX ) is among the world's leading providers of cleaning and disinfecting products...

Constellation Brands - Spirits Manufacturer Impresses with Strong Core Brand Portfolio!
Business Driver: Constellation Brands (STZ) is one of the leading US manufacturers of wine, beer, and...

Polaris Industries - Powersports Specialist Benefits from Outlook for Recovery in Consumer Demand!
Business Driver: Polaris Industries (PII) has established itself as one of the leading providers in...

Cava Group - Restaurant Chain Hits the Right Note with Mediterranean Cuisine!
Business Driver: Cava Group (CAVA) is one of the leading fast-casual restaurant chains in the USA, with...

Nike - Sportswear Manufacturer Aiming for Sustainable Results Improvement Through Cost-Cutting Measures and Product Offensive!
Business Drivers: The US sportswear manufacturer Nike (NKE) has recently come under significant pressure...

Trex Companies - Construction Boom Brings Bright Prospects!
Business Drivers: Trex Company (TREX) is one of the leading providers of composite decking and railing,...

Vornado Realty Trust - Commercial Real Estate REIT Benefits from Rising Rental Income!
Business Drivers: Vornado Realty Trust (VNO) focuses on office and retail properties, particularly in...

Kraft Heinz - Food Giant on Track for Return to Growth thanks to Restructuring!
Business Driver: Kraft Heinz (KHC) is one of the world's leading food manufacturers. Kraft Heinz offers...

Bruker - Metrology Systems for AI Chips and Rising R&D Expenditures in the Pharmaceutical and Biotech Industry Drive Momentum!
Business drivers: Bruker (BRKR) specializes in the development of high-end analytical and diagnostic...

Leonardo DRS - Rising Defense Budgets Should Significantly Boost Business!
Business drivers: Leonardo DRS (LDRS) specializes in sensor solutions, network computing and drive solutions...

Cigna - the Health Insurer Benefits From Rising Membership Numbers and Price Increases!
Business drivers: Cigna (CI) is one of the leading health insurers in the US, having recently seen significant...

SoFi Technologies - Fintech Heavyweight Impresses With Strong Figures, new Crypto Offerings are Expected to Boost Results!
Business drivers: SoFi Technologies (SOFI) is one of the leading US fintech companies offering its customers...

Dick's Sporting Goods – Outlook for a Revitalization of Consumer Demand and Strong Nike Figures Fuel Momentum!
Business drivers: The US retailer Dick's Sporting Goods (DKS) is one of the leading players in the US...

Hilton - Travel and Tourism Boom Gives the Hotel Chain Operators Strong Prospects!
Business drivers: Hilton Worldwide (HLT) is one of the leading players in this segment globally, with...

Coupang - Rising Consumer Spending Provides Momentum for eCommerce Platform Providers!
Business drivers: Coupang (CPNG) is one of the leading eCommerce platform providers in South Korea....

Nike - Sportswear Manufacturer Surprises With Better Than Expected Q4 Results and is Planning to Present new Products!
Business drivers: The sportswear manufacturer Nike (NKE) has recently struggled with significant sales...

Carpenter Technology - Aerospace Boom Boosts Results Significantly!
Business Driver: Carpenter Technology (CRS) has established itself as one of the leading providers of...

Howmet Aerospace - Rising Defense Spending and Aviation Boom Drive Strong Prospects!
Business drivers: Howmet Aerospace (HWM) has established itself as one of the leading manufacturers...

AMD - AI Boom Provides Semiconductor Manufacturer with Excellent Growth Prospects!
Business drivers: Advanced Micro Devices (AMD) with its wide-ranging portfolio of CPUs, graphics cards,...

Aurubis - E-Mobility and Energy Transition Should Significantly Boost Results for the Copper Company!
Business d rivers: Aurubis is expected to experience rising sales in copper and secondary raw materials...

Acuity Brands - Lighting Specialist Benefits From Economic Recovery, QSC Acquisition Provides Strong Outlook!
Business drivers: Acuity Brands (AYI) is one of the globally leading providers of intelligent, energy-efficient...

Kratos - Increasing Demand for Drones Should Significantly Boost Results!
Business drivers: Kratos (KTOS) is a specialist in unmanned systems such as drones, satellite communications,...