Big Call Screening: SAP, Vinci, Northrop Grumman, Iberdrola

SAP remains one of the most exciting stories among the megacaps in the technology sector. Currently, SAP is known to benefit from follow-up effects in digitalization and cloud projects, while in the megamarket for AI applications, it is also actively involved thanks to billion-dollar investments. Heavyweights in the US defense sector are currently among the favorites on the trading floor due to the escalating geopolitical situation. In the Big Call model portfolio, we are invested in RTX (RTX), one of the leading stocks in the defense sector,...