Fund HoldingsBAROMETER CAPITAL MANAGEMENT INC.

Total Portfolio Value
$249.69M
Total Bought
$181.24M
Total Sold
$274.79M
Net Transaction
-$93.54M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Koninklijke Philips NV(NVDA)0102,780+102,780012,6975.09%+12,697
ASML Holding NV(RY)072,881+72,881012,5255.02%+12,525
iShares S&P Small-Cap 600 Value ETF(MSFT)027,604+27,604012,3384.94%+12,338
Dada Nexus Ltd(WCN)17,39165,580+48,1894,19716,1436.47%+11,946
Invesco BuyBack Achievers ETF(JPM)050,905+50,905010,2394.10%+10,239
iShares S&P Mid-Cap 400 Value ETF(META)019,945+19,945010,0574.03%+10,057
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
Amplify Cybersecurity ETF(PGR)029,375+29,37506,9062.77%+6,906
Banco Bradesco SA(SPG)35,45069,455+34,0055,99211,2704.51%+5,278
First Trust Rising Dividend Achievers ETF(GD)017,686+17,68605,1062.04%+5,106
iShares Global Industrials ETF(MFC)0125,674+125,67404,5781.83%+4,578
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
Consumer Discretionary Select Sector SPDR Fund(U)0148,022+148,02203,3261.33%+3,326
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
Bilibili Inc(PHYS)0100,400+100,40001,9140.77%+1,914
BioNTech SE(PSLV)0173,600+173,60001,6990.68%+1,699
Bank of America Corp
ST STR SP CAPMKT
012,400+12,40001,5030.60%+1,503
Bank of Montreal
ST STR SP INS
028,360+28,36001,4970.60%+1,497
Cosan SA
JUNIOR GOLD MINE
034,200+34,20001,4500.58%+1,450
Suncor Energy Inc(VLO)09,250+9,25001,4400.58%+1,440
Costco Wholesale Corp
INDUSTRIAL ETF
05,890+5,89001,4350.57%+1,435
Bank of Nova Scotia/The
ST STR SP METAL
023,800+23,80001,3840.55%+1,384
Howmet Aerospace Inc(IBIT)028,300+28,30009660.39%+966
Teva Pharmaceutical Industries Ltd
GOLD MINERS ETF
026,450+26,45008970.36%+897
Endava PLC(YPF)029,000+29,00001,0270.41%+1,027
Hello Group Inc
AEROSPACE DEFN
07,570+7,57007780.31%+778
Prudential PLC
ST STR EU 50 ETF
014,200+14,20007100.28%+710
Legend Biotech Corp(OC)04,000+4,00006930.28%+693
Barclays PLC
ST STR SP REGBNK
011,140+11,14006720.27%+672
PDD Holdings Inc
ST STR MATER ETF
07,400+7,40006530.26%+653
Full Truck Alliance Co Ltd
GLOBAL X URANIUM
022,500+22,50006510.26%+651
Franco-Nevada Corp
GLOBAL X COPPER
013,700+13,70006180.25%+618
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
Taiwan Semiconductor Manufacturing Co Ltd
ENVIRONMENTAL SR
03,100+3,10005290.21%+529
Harmony Gold Mining Co Ltd
S&P MDCP MOMNTUM
04,600+4,60005240.21%+524
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)03,326+3,32606290.25%+629
Alerian MLP ETF(PSO)025,811+25,81104160.17%+416
BP PLC(SMFG)056,108+56,10807820.31%+782
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
iShares U.S. Transportation ETF(MFG)083,272+83,27203520.14%+352
SPDR S&P Metals & Mining ETF(TCOM)07,227+7,22703400.14%+340
Agnico Eagle Mines Ltd(PAM)4,3008,900+4,6002585950.24%+337
Embraer SA(XPEV)25,60054,800+29,2003126480.26%+336
Sprott Physical Gold Trust(UBS)010,889+10,88903220.13%+322
Global X Uranium ETF(MOMO)051,204+51,20403130.13%+313
SPDR S&P Insurance ETF(TTE)04,489+4,48902990.12%+299
Cia Paranaense de Energia - Copel(TKC)045,916+45,91602990.12%+299
Baidu Inc(SE)3,3006,800+3,5003116070.24%+296
Global X US Infrastructure Development ETF(HIMX)036,300+36,30002880.12%+288
First Trust Natural Gas ETF(GDS)029,800+29,80002770.11%+277
Alibaba Group Holding Ltd(PBR)027,424+27,42403850.15%+385
GDS Holdings Ltd(OMAB)03,950+3,95002670.11%+267
HubSpot Inc
MSCI CHINA ETF
06,100+6,10002570.10%+257
SPDR S&P Capital Markets ETF(TIMB)017,434+17,43402500.10%+250
ASE Technology Holding Co Ltd(RLX)0211,800+211,80004250.17%+425
Invesco Aerospace & Defense ETF(JKS)011,376+11,37602360.09%+236
First Trust Industrials/Producer Durables AlphaDEX Fund(LKFT)09,417+9,41702330.09%+233
United Microelectronics Corp(WIT)078,006+78,00604520.18%+452
Eni SpA(ZTO)018,342+18,34203660.15%+366
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
iShares U.S. Aerospace & Defense ETF(MUFG)018,800+18,80002030.08%+203
SPDR S&P Regional Banking ETF(TKC)024,916+24,91601890.08%+189
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF(BZ)010,000+10,00001880.08%+188
Vanguard Industrials ETF(XPEV)025,600+25,60001880.08%+188
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)019,100+19,10004010.16%+401
Banco Santander SA(SQM)05,000+5,00001820.07%+182
Amplify Junior Silver Miners ETF(PUK)011,400+11,40001820.07%+182
Invesco S&P MidCap Momentum ET(KC)070,700+70,70001770.07%+177
GE Vernova Inc0580+58001740.07%+174
Invesco S&P 500 High Beta ETF(KB)03,043+3,04301720.07%+172
CRH PLC(VIPS)012,000+12,00001620.06%+162
Financial Select Sector SPDR Fund(FUTU)02,308+2,30801510.06%+151
Banco Bilbao Vizcaya Argentaria SA(SIMO)04,072+4,07202750.11%+275
Sony Group Corp(TS)04,700+4,70001430.06%+143
Bancolombia SA(SONY)02,638+2,63801400.06%+140
Sprott Physical Silver Trust(UGP)035,700+35,70001400.06%+140
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