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Weekly Investor Update: 2025 – The Year It All Paid Off

Top Performers of 2025

Company Country % ⁢Change Key Driver
Abivax France 1681% Clinical advances⁣ in obefazimod, potential takeover by Eli Lilly.
Fresnillo Mexico 436% Exposure ‍to gold and ‌silver, particularly a 148%⁢ surge in silver ‍prices.
EchoStar USA 374% License⁣ sales to AT&T and SpaceX, restored⁢ investor confidence.
Micron USA 239% Boom in data centers ‍and agentic AI driving demand for memory chips.
Colour Germany 192% Increased european defense spending.
Hochtief Germany 160% Increased German infrastructure and military spending.
Société Générale France 153% Prosperous transformation plan, ​strong European banking sector performance.
Siemens Energy Germany 139% Control of energy division, exposure to ​data center⁤ energy production for ‌AI.

Disappointments of 2025

Company Country % Change Key​ Driver
Orsted Denmark -62% Hostile US policy towards renewable energies, project cancellations.
WPP UK -59% (Data incomplete in​ source text)

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