 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 5.84% | 6.02% | $1.61B | 3.4M | $1.76B | 5.2M | -1.8M-35.22% | Reduce |
 ALPHABET INCGOOGL |
| 5.8% | 5.54% | $1.60B | 4.5M | $1.62B | 5.6M | -1.1M-20.40% | Reduce |
 MICROSOFT CORPMSFT |
| 3.54% | 4.17% | $976.2M | 2.6M | $1.22B | 3.3M | -672,755-20.45% | Reduce |
 MOODYS CORPMCO |
| 3.42% | 3.52% | $944.5M | 2.1M | $1.03B | 2.4M | -271,054-11.50% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 3.17% | 3.2% | $874.8M | 1.7M | $934.0M | 1.9M | -165,985-8.88% | Reduce |
 ROYAL BK CDA COMRY |
| 2.9% | 2.33% | $800.5M | 3.9M | $681.0M | 4.2M | -347,205-8.23% | Reduce |
 AUTOZONE INCAZO |
| 2.57% | 3.02% | $710.5M | 222,315 | $881.7M | 261,043 | -38,728-14.84% | Reduce |
 CANADIAN NATL RY COCNI |
| 2.33% | 2.18% | $644.0M | 5.4M | $636.2M | 6.2M | -784,633-12.67% | Reduce |
 AMAZON COM INCAMZN |
| 2.24% | 0.92% | $619.7M | 2.6M | $268.2M | 1.3M | +1.3M+101.89% | Add |
 TJX COS INC NEWTJX |
| 2.22% | 2.58% | $612.0M | 4.0M | $753.2M | 4.7M | -676,893-14.35% | Reduce |
 CME GROUP INCCME |
| 2.11% | 2.72% | $583.4M | 2.6M | $793.6M | 2.7M | -45,178-1.68% | Reduce |
 BANK MONTREAL MEDIUM COMBMO |
| 2.05% | 1.61% | $567.1M | 3.2M | $471.4M | 3.5M | -272,333-7.81% | Reduce |
| IINVESCO QQQ TRVOO |
| 2.04% | 1.5% | $563.4M | 765,123 | $439.3M | 761,153 | +3,970+0.52% | Add |
 KLA CORPKLAC |
| 1.96% | 0.29% | $541.2M | 1.8M | $86.0M | 58,407 | +1.7M+2,971.19% | Add |
 SHERWIN WILLIAMS COSHW |
| 1.92% | 1.95% | $529.8M | 1.5M | $569.0M | 1.8M | -236,441-13.32% | Reduce |
 CANADIAN PACIFIC KANSAS CITYCP |
| 1.8% | 1.59% | $497.8M | 5.8M | $463.9M | 5.9M | -153,057-2.59% | Reduce |
 MSCI INCMSCI |
| 1.75% | 1.81% | $484.4M | 864,977 | $529.1M | 981,698 | -116,721-11.89% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.74% | 1.87% | $481.2M | 1.9M | $547.6M | 2.2M | -345,393-15.42% | Reduce |
 RESTAURANT BRANDS INTL INCQSR |
| 1.62% | 1.69% | $446.7M | 6.2M | $494.4M | 6.7M | -523,260-7.82% | Reduce |
 CARRIER GLOBALCARR |
| 1.55% | 1.28% | $426.6M | 5.8M | $375.4M | 6.7M | -850,325-12.76% | Reduce |
| RRB GLOBAL INCRBA |
| 1.53% | 1.21% | $421.8M | 3.6M | $353.5M | 3.7M | -62,001-1.68% | Reduce |
 WASTE CONNECTIONS INCWCN |
| 1.5% | 1.41% | $413.4M | 2.5M | $413.1M | 2.5M | -62,225-2.44% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 1.42% | 0.83% | $390.9M | 940,415 | $243.2M | 898,935 | +41,480+4.61% | Add |
 METTLER TOLEDO INTERNATIONALMTD |
| 1.37% | 1.36% | $377.1M | 295,190 | $396.5M | 314,354 | -19,164-6.10% | Reduce |
 LINDE PLCLIN |
| 1.28% | 1.28% | $353.1M | 680,476 | $375.2M | 756,862 | -76,386-10.09% | Reduce |
 TORONTO DOMINION BK ONT COM NEWTD |
| 1.16% | 0.16% | $320.7M | 2.6M | $45.4M | 487,391 | +2.2M+442.21% | Add |
 PEPSICO INCPEP |
| 1.11% | 1.44% | $306.2M | 2.3M | $421.7M | 2.7M | -454,382-16.73% | Reduce |
 OTIS WORLDWIDEOTIS |
| 1.07% | 1.28% | $296.3M | 4.1M | $375.1M | 4.9M | -728,157-14.96% | Reduce |
| CCGI INCGIB |
| 1.07% | 1.25% | $295.1M | 4.6M | $366.3M | 5.0M | -445,750-8.88% | Reduce |
 GRACO INCGGG |
| 0.94% | 1.14% | $259.5M | 3.4M | $333.4M | 3.9M | -506,645-12.86% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 0.93% | 0.75% | $257.7M | 375,177 | $220.3M | 368,608 | +6,569+1.78% | Add |
 SUN LIFE FINANCIAL INC.SLF |
| 0.89% | 0.49% | $245.0M | 3.1M | $144.0M | 2.3M | +824,687+35.82% | Add |
 ANALOG DEVICES INC COMADI |
| 0.83% | 0.62% | $230.3M | 579,914 | $180.9M | 568,658 | +11,256+1.98% | Add |
 COPART INC COMCPRT |
| 0.81% | 1.02% | $224.4M | 8.0M | $299.2M | 9.0M | -1.1M-11.69% | Reduce |
 ROGERS COMMUNICATIONS INCRCI |
| 0.75% | 0.98% | $207.5M | 6.4M | $285.6M | 7.4M | -1.0M-14.08% | Reduce |
| CCANADIAN NAT RES LTDCNQ |
| 0.72% | 0.74% | $199.3M | 5.0M | $216.1M | 4.4M | +607,782+13.70% | Add |
 SUNCOR ENERGY INC NEWSU |
| 0.68% | 0.76% | $187.5M | 3.5M | $223.6M | 3.4M | +104,460+3.08% | Add |
 STANTEC INCSTN |
| 0.65% | 0.6% | $179.3M | 2.6M | $174.0M | 2.0M | +585,655+29.05% | Add |
| TTHOMSON REUTERS CORPTRI |
| 0.65% | — | $178.2M | 2.2M | $0 | 0 | +2.2M | New Buy |
 APPLE INCAAPL |
| 0.57% | 0.48% | $156.1M | 539,344 | $139.3M | 549,008 | -9,664-1.76% | Reduce |
 HILTON WORLDWIDE HLDGS INCHLT |
| 0.56% | 0.54% | $153.8M | 465,398 | $157.1M | 516,571 | -51,173-9.91% | Reduce |
 TELUS CORPORATIONTU |
| 0.54% | 0.71% | $149.9M | 14.2M | $208.7M | 16.3M | -2.1M-12.77% | Reduce |
 AON PLC SHS CL AAON |
| 0.5% | 0.61% | $139.1M | 419,313 | $177.6M | 550,287 | -130,974-23.80% | Reduce |
 ARISTA NETWORKS INCANET |
| 0.49% | 0.34% | $134.8M | 793,544 | $99.3M | 808,951 | -15,407-1.90% | Reduce |
 VISA INCV |
| 0.46% | 0.43% | $126.1M | 367,662 | $124.6M | 412,263 | -44,601-10.82% | Reduce |
 S&P GLOBAL INCSPGI |
| 0.45% | 0.69% | $125.2M | 324,895 | $202.7M | 476,622 | -151,727-31.83% | Reduce |
 JFROG LTDFROG |
| 0.45% | 0.37% | $123.9M | 1.4M | $109.2M | 2.3M | -962,500-41.37% | Reduce |
 LOWES COS INC COMLOW |
| 0.43% | 0.48% | $117.8M | 534,378 | $140.5M | 594,741 | -60,363-10.15% | Reduce |
| LLATTICE SEMICONDUCTOR CORPLSCC |
| 0.34% | 0.34% | $93.4M | 610,415 | $99.4M | 1.1M | -461,413-43.05% | Reduce |
 ALCON AG ORD SHSALC |
| 0.33% | 0.53% | $92.4M | 1.4M | $155.3M | 2.1M | -683,598-33.17% | Reduce |
