Fund Holdings — BAROMETER CAPITAL MANAGEMENT INC.

Total Portfolio Value
$249.69M
Total Bought
$112.57M
Total Sold
$223.04M
Net Transaction
-$110.47M
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
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Change
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Koninklijke Philips NV(NVDA)0102,780+102,780012,6975.09%+12,697
ASML Holding NV(RY)072,881+72,881012,5255.02%+12,525
Dada Nexus Ltd(WCN)17,39165,580+48,1894,19716,1436.47%+11,946
Sea Ltd(STN)080,160+80,16009,1813.68%+9,181
Sociedad Quimica y Minera de Chile SA(TRP)0162,440+162,44008,4243.37%+8,424
Cameco Corp(SU)0152,322+152,32207,8163.13%+7,816
Banco Bradesco SA(SPG)35,45069,455+34,0055,99211,2704.51%+5,278
Silicon Motion Technology Corp(SYK)011,865+11,86504,0371.62%+4,037
iShares MSCI Japan ETF(MCK)06,757+6,75703,9461.58%+3,946
Motorola Solutions Inc(QCOM)018,090+18,09003,6031.44%+3,603
Trip.com Group Ltd(VMC)012,097+12,09703,0081.20%+3,008
Ascendis Pharma A/S(RF)0115,890+115,89002,7261.09%+2,726
Netflix Inc(RIO)031,250+31,25002,0600.83%+2,060
Suncor Energy Inc(VLO)09,250+9,25001,4400.58%+1,440
BioNTech SE(PSLV)77,100173,600+96,5008061,6990.68%+893
Endava PLC(YPF)9,20029,000+19,8001951,0270.41%+832
Cosan SA
JUNIOR GOLD MINE
14,60034,200+19,6007131,4500.58%+738
Bilibili Inc(PHYS)58,050100,400+42,3501,1831,9140.77%+731
Prudential PLC
ST STR EU 50 ETF
014,200+14,20007100.28%+710
Legend Biotech Corp(OC)04,000+4,00006930.28%+693
Bank of Montreal
ST STR SP INS
14,33028,360+14,0308131,4970.60%+684
Costco Wholesale Corp
INDUSTRIAL ETF
2,8955,890+2,9957531,4350.57%+682
Barclays PLC
ST STR SP REGBNK
011,140+11,14006720.27%+672
Bank of America Corp
ST STR SP CAPMKT
6,75012,400+5,6508431,5030.60%+660
Bank of Nova Scotia/The
ST STR SP METAL
11,50023,800+12,3007331,3840.55%+651
Enel Chile SA(ZLAB)12,50039,100+26,6003029130.37%+612
HSBC Holdings PLC
MSCI GBL ETF NEW
014,600+14,60005960.24%+596
Pampa Energia SA
ST STR FINL ETF
014,300+14,30005880.24%+588
Real Estate Select Sector SPDR Fund
SP O&G EQP SERV
06,100+6,10005540.22%+554
Enbridge Inc020,200+20,20005350.21%+535
Xtrackers Harvest CSI 300 China A-Shares ETF020,200+20,20005350.21%+535
GSK PLC
NASDAQ INTERNT
012,100+12,10004970.20%+497
Qifu Technology Inc
SP O&G EXPL PRO
03,300+3,30004800.19%+480
VanEck Gold Miners ETF/USA(WT)04,108+4,10804630.19%+463
Apple Inc(QFIN)8,23822,276+14,0382467010.28%+456
Axon Enterprise Inc(SSL)074,342+74,34204410.18%+441
Daqo New Energy Corp(WB)24,00075,400+51,4002426750.27%+433
Canadian Imperial Bank of Commerce(TSM)1,1933,326+2,1332076290.25%+421
BP PLC(SMFG)29,05456,108+27,0543677820.31%+415
Crane Co11,40023,600+12,2003287310.29%+403
NVIDIA Corp
ST STR UTIL ETF
05,800+5,80003950.16%+395
Criteo SA(V)10,31510,180-1352,8313,2171.29%+387
Global X MSCI China Consumer Discretionary ETF(HMY)039,819+39,81903650.15%+365
Agnico Eagle Mines Ltd(PAM)4,3008,900+4,6002585950.24%+337
Embraer SA(XPEV)25,60054,800+29,2003126480.26%+336
Cia Paranaense de Energia - Copel(TKC)045,916+45,91602990.12%+299
Baidu Inc(SE)3,3006,800+3,5003116070.24%+296
Alibaba Group Holding Ltd(PBR)7,86227,424+19,5621133850.15%+271
GDS Holdings Ltd(OMAB)03,950+3,95002670.11%+267
HubSpot Inc
MSCI CHINA ETF
06,100+6,10002570.10%+257
ASE Technology Holding Co Ltd(RLX)102,400211,800+109,4001854250.17%+239
United Microelectronics Corp(WIT)34,90078,006+43,1062264520.18%+225
Eni SpA(ZTO)6,11418,342+12,2281513660.15%+214
Grupo Televisa SAB0480+48002140.09%+214
KB Financial Group Inc(NOK)055,500+55,50002080.08%+208
AT&T Inc(SAP)0835+83502060.08%+206
SPDR S&P Regional Banking ETF(TKC)024,916+24,91601890.08%+189
Equinor ASA(FMS)09,800+9,80001870.07%+187
Grupo Aeroportuario del Centro Norte SAB de CV(HCM)010,900+10,90001870.07%+187
Banco Macro SA(SKM)9,20019,100+9,9002194010.16%+182
Banco Santander SA(SQM)05,000+5,00001820.07%+182
GE Vernova Inc0580+58001740.07%+174
CRH PLC(VIPS)012,000+12,00001620.06%+162
Banco Bilbao Vizcaya Argentaria SA(SIMO)2,0364,072+2,0361242750.11%+151
Sony Group Corp(TS)04,700+4,70001430.06%+143
Bancolombia SA(SONY)02,638+2,63801400.06%+140
Full Truck Alliance Co Ltd
GLOBAL X URANIUM
18,00022,500+4,5005156510.26%+136
Teva Pharmaceutical Industries Ltd
GOLD MINERS ETF
19,25026,450+7,2007678970.36%+131
Korea Electric Power Corp04,714+4,71401200.05%+120
Alphabet Inc(PHI)5,22410,448+5,2241402440.10%+104
KE Holdings Inc21,90546,405+24,5001222220.09%+100
Global X US Infrastructure Development ETF(HIMX)36,30036,30002002880.12%+89
Ecopetrol SA(WDS)5,80611,612+5,8061001810.07%+81
Alerian MLP ETF(PSO)24,81125,811+1,0003374160.17%+79
Taiwan Semiconductor Manufacturing Co Ltd
ENVIRONMENTAL SR
2,5003,100+6004515290.21%+78
Cia de Saneamento Basico do Estado de Sao Paulo SABESP(TCOM)6,7276,927+2004004760.19%+76
Centrais Eletricas Brasileiras SA(TEVA)9,40010,100+7001692230.09%+53
ArcelorMittal SA
ST STR REAL ETF
01,030+1,0300420.02%+42
Kingsoft Cloud Holdings Ltd(NVO)1,5301,53001822180.09%+36
Himax Technologies Inc(IQ)44,50044,50001271630.07%+36
BRF SA(SLF)0298+2980250.01%+25
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF(BZ)10,00010,00001741880.08%+15
VanEck Junior Gold Miners ETF(WT)13,60014,500+9006867000.28%+14
GFL Environmental Inc(TV)60,50060,50001551680.07%+13
iShares U.S. Aerospace & Defense ETF(MUFG)18,80018,80001912030.08%+12
SPDR S&P Insurance ETF(TTE)4,4894,48902902990.12%+9
JinkoSolar Holding Co Ltd(EDU)2,3002,30001741790.07%+4
iShares U.S. Transportation ETF(MFG)83,27283,27203483520.14%+4
Sprott Physical Silver Trust(UGP)35,70035,70001391400.06%+1
Canadian Natural Resources Ltd(TME)10,70011,400+7001291290.05%0
Sumitomo Mitsui Financial Group Inc(UMC)15,44715,44701301280.05%-2
MINISO Group Holding Ltd(PUK)10,70010,70001981960.08%-2
Goldman Sachs Group Inc/The(HSBC)3,0803,08001381340.05%-4
Grupo Financiero Galicia SA(IHG)1,3481,34801491430.06%-6
Global X Copper Miners ETF(GSK)3,3233,32301361280.05%-8
Futu Holdings Ltd(GFI)18,14618,14602792700.11%-8
Sprott Physical Gold Trust(UBS)10,88910,88903373220.13%-15
Invesco S&P 500 High Beta ETF(KB)3,0433,04301881720.07%-16
Amplify Junior Silver Miners ETF(PUK)10,70011,400+7001981820.07%-17
TotalEnergies SE(VOD)22,30022,30002231980.08%-26
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