Accumulation
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...
Southwest Airlines - Tourism Boom and New Efficiency Enhancement Program Drives Results Significantly!
Business Driver: Southwest Airlines (LUV) has established itself as one of the most popular US providers...
META - Soaring Advertising Revenues Lead to Record Results for Social Media Giant!
Business Drivers: META Platforms (META ) is one of the leading players in this segment, alongside Facebook,...
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,...
Nextracker - Solar Technology Company Profiting Massively from the Energy Transition and Solar Boom!
Business Driver: Nextracker (NXT) has established a strong market position in solar trackers, which...
Allegro Microsystems - Megatrends in E-Mobility, AI Servers & Robotics Provide Tailwinds!
Business Driver: Allegro MicroSystems (ALGM) specializes in magnetic sensor systems that are used in...
C.H. Robinson Worldwide - Freight Forwarder Thanks to Cost-Cutting Measures and Increasing Freight Volumes with Profit Jump!
Business Driver: C.H. Robinson Worldwide (CHRW) has positioned itself strongly in the truck, freight,...
Corning - Demand for High-End Fiber Optic Cables for AI Applications and Smartphone Upgrade Cycle Boosts Results Significantly!
Business Driver: Corning (GLW) has established a reputation primarily through its particularly resilient...
Viavi Solutions - Network Expansion Provides Momentum!
Business Drivers: The Network and Service Enablement (NSE) segment specializes in testing, measurement,...
Stride - eLearning Specialist Benefits from Increasing Spending on Adult Education!
Business Driver: Stride (LRN) is a company that develops and sells digital educational offerings for...
MKS Instruments - Recovery of Chip Demand Leads to Strong Outlook!
Business Driver: MKS Instruments (MKSI) has made a name for itself as a provider of proprietary high-precision...
Sysco - Rising Consumer Demand Provides Strong Prospects for Foodservice Provider!
Driving business: Sysco (SYY) can currently benefit especially from the emerging recovery in consumer...
Akamai - Cybersecurity Specialist Benefits from Rising Enterprise Spending on Security Solutions and Cloud Infrastructure Solutions!
Business Driver: Akamai (AKAM) specializes in cloud services in the field of cybersecurity and is likely...
Redwire - Contract from the U.S. Missile Defense Agency MDA Leads to Stock Surge!
Business drivers: Redwire (RDW) has made a name for itself as a provider of mission-critical space infrastructure,...