 NVIDIA CORPORATIONNVDA |
| 4.1% | 4.39% | $1.06B | 5.3M | $980.5M | 5.6M | -344,109-6.12% | Reduce |
 ALPHABET INCGOOGL |
| 3.76% | 3.5% | $968.7M | 2.7M | $781.8M | 2.7M | -7,974-0.29% | Reduce |
 AMAZON COM INCAMZN |
| 2.83% | 2.92% | $729.4M | 3.1M | $651.0M | 3.1M | -65,241-2.09% | Reduce |
 ELI LILLY & COLLY |
| 2.59% | 1.12% | $667.4M | 556,470 | $250.2M | 272,048 | +284,422+104.55% | Add |
 APPLIED MATLS INCAMAT |
| 2.39% | 1.33% | $616.2M | 852,219 | $297.1M | 869,164 | -16,945-1.95% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 2.28% | 0.42% | $588.5M | 1.0M | $93.3M | 458,838 | +554,209+120.79% | Add |
 ROYAL BK CDA COMRY |
| 2.03% | 1.97% | $522.8M | 2.2M | $440.2M | 2.4M | -207,215-8.51% | Reduce |
 BROADCOM INCAVGO |
| 2.02% | 1.85% | $520.4M | 1.4M | $412.4M | 1.3M | +45,185+3.39% | Add |
 LINDE PLCLIN |
| 1.79% | 2.01% | $460.8M | 887,952 | $449.4M | 906,450 | -18,498-2.04% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 1.58% | 1.29% | $408.0M | 2.1M | $286.8M | 2.2M | -16,184-0.75% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.52% | 0.72% | $392.4M | 1.5M | $161.1M | 659,225 | +885,875+134.38% | Add |
 CORNING INCGLW |
| 1.45% | 1.43% | $373.8M | 1.5M | $319.4M | 2.3M | -885,698-37.70% | Reduce |
 TORONTO DOMINION BK ONT COM NEWTD |
| 1.41% | 1.3% | $363.1M | 2.5M | $290.7M | 2.6M | -130,231-4.93% | Reduce |
 QUANTA SVCS INCPWR |
| 1.29% | 0.81% | $332.4M | 461,604 | $180.2M | 328,156 | +133,448+40.67% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 1.28% | 1.23% | $330.0M | 326,297 | $274.5M | 324,466 | +1,831+0.56% | Add |
 EATON CORP PLCETN |
| 1.28% | 0.52% | $329.4M | 773,058 | $116.2M | 324,802 | +448,256+138.01% | Add |
 HILTON WORLDWIDE HLDGS INCHLT |
| 1.25% | 1.1% | $320.8M | 970,898 | $246.2M | 809,739 | +161,159+19.90% | Add |
 CATERPILLAR INCCAT |
| 1.18% | 0.91% | $302.9M | 284,409 | $202.3M | 285,596 | -1,187-0.42% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.16% | 0.74% | $298.1M | 624,253 | $164.1M | 485,639 | +138,614+28.54% | Add |
 LAM RESEARCH CORPLRCX |
| 1.12% | 0.01% | $289.1M | 667,135 | $1.4M | 6,664 | +660,471+9,911.03% | Add |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 1.1% | — | $282.5M | 2.9M | $0 | 0 | +2.9M | New Buy |
 TESLA INCTSLA |
| 1.07% | 0.96% | $276.0M | 656,200 | $214.7M | 577,582 | +78,618+13.61% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 1.07% | 0.01% | $275.3M | 924,243 | $1.1M | 11,298 | +912,945+8,080.59% | Add |
 GE VERNOVA INCGEV |
| 1.06% | 0.91% | $274.0M | 233,192 | $203.4M | 233,022 | +170+0.07% | Add |
 CAMECO CORPCCJ |
| 1.03% | 1.22% | $266.5M | 2.6M | $271.3M | 2.5M | +118,710+4.76% | Add |
 VIKING HOLDINGS LTD ORD SHSVIK |
| 1.03% | 0.1% | $265.7M | 2.5M | $22.0M | 299,776 | +2.2M+746.78% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.03% | 0.3% | $265.3M | 229,835 | $66.5M | 196,842 | +32,993+16.76% | Add |
 TARGA RES CORPTRGP |
| 0.94% | 1.03% | $243.2M | 907,065 | $229.8M | 916,358 | -9,293-1.01% | Reduce |
 VALERO ENERGY CORP COMVLO |
| 0.93% | 1.6% | $240.9M | 924,987 | $356.1M | 1.4M | -516,431-35.83% | Reduce |
 ILLUMINA INCILMN |
| 0.93% | — | $240.0M | 1.4M | $0 | 0 | +1.4M | New Buy |
 MICROSOFT CORPMSFT |
| 0.93% | 1.23% | $238.9M | 640,577 | $274.9M | 742,682 | -102,105-13.75% | Reduce |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.92% | — | $237.9M | 551,278 | $0 | 0 | +551,278 | New Buy |
 HOWMET AEROSPACE INC COMHWM |
| 0.89% | 0.74% | $230.6M | 857,634 | $165.2M | 716,844 | +140,790+19.64% | Add |
 TJX COS INC NEWTJX |
| 0.89% | 0.55% | $228.9M | 1.5M | $122.0M | 764,118 | +747,090+97.77% | Add |
 SUNCOR ENERGY INC NEWSU |
| 0.84% | 0.97% | $217.4M | 3.4M | $216.4M | 2.7M | +747,079+27.82% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 0.84% | 0.87% | $217.3M | 587,282 | $194.9M | 607,324 | -20,042-3.30% | Reduce |
 META PLATFORMS INCMETA |
| 0.82% | 1.6% | $211.5M | 375,407 | $357.8M | 625,438 | -250,031-39.98% | Reduce |
| FFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 0.76% | 0.63% | $197.1M | 690,136 | $141.1M | 678,442 | +11,694+1.72% | Add |
 ENBRIDGE INCENB |
| 0.75% | 0.81% | $193.2M | 3.2M | $181.2M | 3.0M | +200,761+6.62% | Add |
| CCANADIAN NAT RES LTDCNQ |
| 0.72% | 1.03% | $184.3M | 4.4M | $229.3M | 4.5M | -59,550-1.34% | Reduce |
| SSPDR SERIES TRUSTBIL |
| 0.7% | 0.84% | $181.7M | 2.0M | $187.1M | 2.0M | -59,577-2.92% | Reduce |
 AGNICO EAGLE MINES LTDAEM |
| 0.7% | 1.27% | $180.9M | 1.2M | $283.7M | 1.4M | -233,168-16.68% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.7% | 0.93% | $179.7M | 451,896 | $208.2M | 451,704 | +192+0.04% | Add |
 CANADIAN PACIFIC KANSAS CITYCP |
| 0.67% | 0.7% | $172.8M | 2.0M | $156.1M | 2.0M | +9,686+0.49% | Add |
 ROBINHOOD MKTS INCHOOD |
| 0.64% | 0.51% | $165.0M | 1.6M | $113.4M | 1.6M | +9,678+0.59% | Add |
 ABBVIE INCABBV |
| 0.64% | 1.9% | $164.3M | 652,937 | $423.7M | 1.9M | -1.3M-66.48% | Reduce |
| CCOREWEAVE INC CLASS ACRWV |
| 0.62% | — | $161.0M | 1.6M | $0 | 0 | +1.6M | New Buy |
 TECHNIPFMC PLC COMFTI |
| 0.61% | 0.74% | $158.4M | 2.4M | $164.1M | 2.4M | +16,183+0.68% | Add |
 JPMORGAN CHASE & COJPM |
| 0.57% | 0.63% | $148.1M | 452,551 | $140.4M | 477,180 | -24,629-5.16% | Reduce |
 CANADIAN IMPERIAL BANK OF COCM |
| 0.54% | 0.38% | $139.7M | 1.2M | $84.8M | 886,485 | +317,704+35.84% | Add |
