 ALPHABET INCGOOGL |
| 14.08% | 12.6% | $17.6M | 49,349 | $14.4M | 50,210 | -861-1.71% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 13.87% | 5.78% | $17.4M | 29,913 | $6.6M | 32,552 | -2,639-8.11% | Reduce |
 ROYAL BK CDA COMRY |
| 9.17% | 8.05% | $11.5M | 55,590 | $9.2M | 57,207 | -1,617-2.83% | Reduce |
 JPMORGAN CHASE & COJPM |
| 8.16% | 8.21% | $10.2M | 31,239 | $9.4M | 31,974 | -735-2.30% | Reduce |
 BROOKFIELD INFRASTRUC LPBIP |
| 6.88% | 7.33% | $8.6M | 236,081 | $8.4M | 232,410 | +3,671+1.58% | Add |
 AMAZON COM INCAMZN |
| 6.77% | 6.66% | $8.5M | 35,577 | $7.6M | 36,645 | -1,068-2.91% | Reduce |
 MICROSOFT CORPMSFT |
| 6.52% | 5.54% | $8.2M | 21,887 | $6.3M | 17,141 | +4,746+27.69% | Add |
 EATON CORP PLCETN |
| 5.77% | 5.15% | $7.2M | 16,964 | $5.9M | 16,491 | +473+2.87% | Add |
 META PLATFORMS INCMETA |
| 4.13% | 6.36% | $5.2M | 9,182 | $7.3M | 12,748 | -3,566-27.97% | Reduce |
 FIRST SOLAR INC COMFSLR |
| 3.96% | 3.69% | $5.0M | 21,020 | $4.2M | 21,410 | -390-1.82% | Reduce |
 CANADIAN PACIFIC KANSAS CITYCP |
| 3.66% | 3.79% | $4.6M | 52,991 | $4.3M | 55,281 | -2,290-4.14% | Reduce |
| BBIRKENSTOCK HOLDING PLC COM SHSBIRK |
| 3.34% | 2.99% | $4.2M | 97,263 | $3.4M | 95,480 | +1,783+1.87% | Add |
 CELESTICA INCCLS |
| 2.92% | 2.45% | $3.7M | 10,060 | $2.8M | 9,959 | +101+1.01% | Add |
 CANADIAN NATL RY COCNI |
| 2.54% | 2.48% | $3.2M | 26,721 | $2.8M | 27,620 | -899-3.25% | Reduce |
 CAE INCCAE |
| 2.49% | 2.8% | $3.1M | 124,569 | $3.2M | 123,302 | +1,267+1.03% | Add |
 VERTIV HOLDINGS COVRT |
| 2.33% | 3.43% | $2.9M | 8,731 | $3.9M | 15,679 | -6,948-44.31% | Reduce |
 FERRARI N V COMRACE |
| 1.9% | — | $2.4M | 6,394 | $0 | 0 | +6,394 | New Buy |
 RELX PLC SPONSORED ADRRELX |
| 1.51% | 1.64% | $1.9M | 59,648 | $1.9M | 56,707 | +2,941+5.19% | Add |
