Connor, Clark & Lunn Investment Management Ltd.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AGNICO EAGLE MINES LTD(AEM) | 6,347,823 | 6,392,420 | +44,597 | 756,769,382 | 1,076,423,457 | 3.39% | +319,654,075 |
| BARRICK MNG CORP(B) | 1,179,577 | 9,013,464 | +7,833,887 | 24,573,112 | 295,976,711 | 0.93% | +271,403,599 |
| SHOPIFY INC(SHOP) | 6,375,619 | 6,588,934 | +213,315 | 735,299,859 | 978,678,956 | 3.08% | +243,379,097 |
| ROYAL BK CDA(RY) | 10,809,405 | 11,147,980 | +338,575 | 1,425,523,754 | 1,642,712,028 | 5.18% | +217,188,274 |
| AMAZON COM INC(AMZN) | 821,471 | 1,769,542 | +948,071 | 180,222,523 | 388,538,337 | 1.22% | +208,315,814 |
| NVIDIA CORPORATION(NVDA) | 3,555,000 | 4,110,749 | +555,749 | 561,654,450 | 766,983,548 | 2.42% | +205,329,098 |
| MICROSOFT CORP(MSFT) | 855,387 | 1,162,506 | +307,119 | 425,478,048 | 602,119,983 | 1.90% | +176,641,935 |
| BANK NOVA SCOTIA HALIFAX | 5,918,275 | 7,690,883 | +1,772,608 | 327,469,551 | 497,197,064 | 1.57% | +169,727,513 |
| APPLE INC(AAPL) | 1,423,336 | 1,795,581 | +372,245 | 292,025,847 | 457,208,790 | 1.44% | +165,182,943 |
| CANADIAN IMPERIAL BANK OF CO(CM) | 9,369,030 | 10,349,841 | +980,811 | 665,460,416 | 826,866,365 | 2.60% | +161,405,949 |
| KINROSS GOLD CORP(KGC) | 12,064,748 | 14,083,320 | +2,018,572 | 188,478,719 | 349,471,604 | 1.10% | +160,992,885 |
| ALPHABET INC(GOOG) | 1,154,607 | 1,346,100 | +191,493 | 204,815,736 | 327,842,655 | 1.03% | +123,026,919 |
| CELESTICA INC(CLS) | 1,733,686 | 1,595,448 | -138,238 | 271,044,894 | 392,528,464 | 1.24% | +121,483,570 |
| CAMECO CORP(CCJ) | 3,230,360 | 4,291,202 | +1,060,842 | 240,269,179 | 360,063,431 | 1.13% | +119,794,252 |
| BROOKFIELD ASSET MANAGMT LTD(BAM) | 2,262,302 | 3,904,677 | +1,642,375 | 125,293,892 | 222,161,221 | 0.70% | +96,867,329 |
| MICRON TECHNOLOGY INC(MU) | 0 | 530,766 | +530,766 | 0 | 88,807,767 | 0.28% | +88,807,767 |
| TORONTO DOMINION BK ONT(TD) | 9,796,385 | 10,113,286 | +316,901 | 721,009,467 | 808,477,185 | 2.55% | +87,467,718 |
| BANK MONTREAL QUE | 1,974,163 | 2,279,855 | +305,692 | 218,918,182 | 297,017,868 | 0.94% | +78,099,686 |
| OPEN TEXT CORP(OTEX) | 416,000 | 2,312,755 | +1,896,755 | 12,163,206 | 86,428,691 | 0.27% | +74,265,485 |
| HUDBAY MINERALS INC(HBM) | 2,650,409 | 6,502,180 | +3,851,771 | 28,142,427 | 98,466,288 | 0.31% | +70,323,861 |
| VISA INC(V) | 303,265 | 519,991 | +216,726 | 107,674,238 | 177,514,528 | 0.56% | +69,840,290 |
| CENOVUS ENERGY INC(CVE) | 853,838 | 4,767,905 | +3,914,067 | 11,613,489 | 80,938,996 | 0.25% | +69,325,507 |
| SUNCOR ENERGY INC NEW(SU) | 9,404,509 | 9,965,233 | +560,724 | 352,699,321 | 416,933,049 | 1.31% | +64,233,728 |
| ADVANCED MICRO DEVICES INC(AMD) | 553,247 | 860,470 | +307,223 | 78,505,749 | 139,215,441 | 0.44% | +60,709,692 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 373,479 | 515,605 | +142,126 | 84,589,259 | 144,003,320 | 0.45% | +59,414,061 |
| BROADCOM INC(AVGO) | 373,175 | 486,748 | +113,573 | 102,865,689 | 160,583,033 | 0.51% | +57,717,344 |
| META PLATFORMS INC(META) | 276,403 | 354,611 | +78,208 | 204,010,290 | 260,419,226 | 0.82% | +56,408,936 |
| GRANITE REAL ESTATE INVT TR(GRTUF) | 1,257,547 | 2,137,483 | +879,936 | 63,927,186 | 118,743,169 | 0.37% | +54,815,983 |
| PROCTER AND GAMBLE CO(PG) | 117,998 | 461,570 | +343,572 | 18,799,441 | 70,920,231 | 0.22% | +52,120,790 |
| MAGNA INTL INC(MGA) | 1,166,588 | 2,041,614 | +875,026 | 45,124,686 | 96,712,038 | 0.30% | +51,587,352 |
| TESLA INC(TSLA) | 246,259 | 288,311 | +42,052 | 78,226,634 | 128,217,668 | 0.40% | +49,991,034 |
| SHELL PLC(SHEL) | 71,711 | 760,610 | +688,899 | 5,049,172 | 54,406,433 | 0.17% | +49,357,261 |
| LUMENTUM HLDGS INC(LITE) | 100,474 | 356,400 | +255,926 | 9,551,058 | 57,989,844 | 0.18% | +48,438,786 |
| APPLIED MATLS INC | 101,004 | 326,064 | +225,060 | 18,490,802 | 66,758,343 | 0.21% | +48,267,541 |
| IONIS PHARMACEUTICALS INC(IONS) | 265,793 | 878,155 | +612,362 | 10,501,481 | 57,448,900 | 0.18% | +46,947,419 |
| SNOWFLAKE INC(SNOW) | 0 | 201,401 | +201,401 | 0 | 45,425,996 | 0.14% | +45,425,996 |
| ALTRIA GROUP INC(MO) | 89,652 | 764,095 | +674,443 | 5,256,297 | 50,476,116 | 0.16% | +45,219,819 |
| PAN AMERN SILVER CORP(PAAS) | 4,353,569 | 4,351,363 | -2,206 | 123,612,775 | 168,582,267 | 0.53% | +44,969,492 |
| VALE S A | 10,163,946 | 13,177,654 | +3,013,708 | 98,691,916 | 143,109,322 | 0.45% | +44,417,406 |
| INVESCO EXCH TRADED FD TR II | 9,010,335 | 9,010,335 | 0 | 560,262,630 | 604,142,962 | 1.90% | +43,880,332 |
| DOW INC(DOW) | 991,484 | 3,036,805 | +2,045,321 | 26,254,496 | 69,633,939 | 0.22% | +43,379,443 |
| METHANEX CORP(MEOH) | 409,496 | 1,432,483 | +1,022,987 | 13,585,894 | 56,938,773 | 0.18% | +43,352,879 |
| EQUINOX GOLD CORP(EQX) | 0 | 3,625,134 | +3,625,134 | 0 | 40,600,197 | 0.13% | +40,600,197 |
| BP PLC(BP) | 188,001 | 1,295,620 | +1,107,619 | 5,626,870 | 44,647,065 | 0.14% | +39,020,195 |
| WALMART INC(WMT) | 374,581 | 731,487 | +356,906 | 36,626,530 | 75,387,050 | 0.24% | +38,760,520 |
| QUALCOMM INC(QCOM) | 0 | 231,112 | +231,112 | 0 | 38,447,792 | 0.12% | +38,447,792 |
| EDWARDS LIFESCIENCES CORP | 48,589 | 542,841 | +494,252 | 3,800,146 | 42,216,745 | 0.13% | +38,416,599 |
| MP MATERIALS CORP(MP) | 348,792 | 737,336 | +388,544 | 11,604,310 | 49,453,126 | 0.16% | +37,848,816 |
| IAMGOLD CORP(IAG) | 852,137 | 3,385,710 | +2,533,573 | 6,280,456 | 43,731,805 | 0.14% | +37,451,349 |
| NU HLDGS LTD(NU) | 203,635 | 2,418,500 | +2,214,865 | 2,793,872 | 38,720,185 | 0.12% | +35,926,313 |
| CANADIAN NAT RES LTD(CNQ) | 8,630,399 | 9,614,291 | +983,892 | 271,428,502 | 307,344,126 | 0.97% | +35,915,624 |
| SPROTT INC(SII) | 370,600 | 739,700 | +369,100 | 25,633,876 | 61,465,909 | 0.19% | +35,832,033 |
| COCA COLA CO(KO) | 239,462 | 792,852 | +553,390 | 16,941,937 | 52,581,945 | 0.17% | +35,640,008 |
| PHILIP MORRIS INTL INC(PM) | 438,074 | 709,235 | +271,161 | 79,786,418 | 115,037,917 | 0.36% | +35,251,499 |
| TOYOTA MOTOR CORP(TM) | 84,440 | 257,269 | +172,829 | 14,545,634 | 49,161,533 | 0.15% | +34,615,899 |
| DISNEY WALT CO(DIS) | 431,879 | 769,140 | +337,261 | 53,557,315 | 88,066,530 | 0.28% | +34,509,215 |
| QUANTUMSCAPE CORP(QS) | 0 | 2,756,620 | +2,756,620 | 0 | 33,961,558 | 0.11% | +33,961,558 |
| KRATOS DEFENSE & SEC SOLUTIO(KTOS) | 7,969 | 368,284 | +360,315 | 370,160 | 33,650,109 | 0.11% | +33,279,949 |
| PLANET LABS PBC(PL) | 2,453,131 | 3,705,913 | +1,252,782 | 14,964,099 | 48,102,751 | 0.15% | +33,138,652 |
| MONGODB INC(MDB) | 187,111 | 232,167 | +45,056 | 39,291,439 | 72,059,993 | 0.23% | +32,768,554 |
| RIOT PLATFORMS INC(RIOT) | 0 | 1,679,050 | +1,679,050 | 0 | 31,952,322 | 0.10% | +31,952,322 |
| COPART INC(CPRT) | 1,135,668 | 1,942,458 | +806,790 | 55,727,229 | 87,352,336 | 0.28% | +31,625,107 |
| AMERIPRISE FINL INC(AMP) | 22,988 | 87,482 | +64,494 | 12,269,385 | 42,975,533 | 0.14% | +30,706,148 |
| GODADDY INC(GDDY) | 0 | 223,453 | +223,453 | 0 | 30,575,074 | 0.10% | +30,575,074 |
| CIENA CORP(CIEN) | 89,223 | 254,738 | +165,515 | 7,256,507 | 37,107,684 | 0.12% | +29,851,177 |
| OR ROYALTIES INC.(OR) | 1,781,100 | 1,887,800 | +106,700 | 45,807,560 | 75,647,129 | 0.24% | +29,839,569 |
| SOFI TECHNOLOGIES INC(SOFI) | 136,520 | 1,219,237 | +1,082,717 | 2,486,029 | 32,212,242 | 0.10% | +29,726,213 |
| WABTEC(WAB) | 12,144 | 160,470 | +148,326 | 2,542,346 | 32,169,421 | 0.10% | +29,627,075 |
| B2GOLD CORP(BTG) | 9,761,019 | 13,119,360 | +3,358,341 | 35,289,139 | 64,842,635 | 0.20% | +29,553,496 |
| EXXON MOBIL CORP | 425,979 | 665,710 | +239,731 | 45,920,536 | 75,058,803 | 0.24% | +29,138,267 |
| TWILIO INC(TWLO) | 67,838 | 373,144 | +305,306 | 8,436,334 | 37,347,983 | 0.12% | +28,911,649 |
| BARCLAYS PLC | 536,443 | 1,876,248 | +1,339,805 | 9,972,475 | 38,782,046 | 0.12% | +28,809,571 |
| LAM RESEARCH CORP(LRCX) | 0 | 199,238 | +199,238 | 0 | 26,677,968 | 0.08% | +26,677,968 |
| ORLA MNG LTD NEW(ORLA) | 5,139,774 | 7,251,539 | +2,111,765 | 51,666,724 | 78,193,862 | 0.25% | +26,527,138 |
| ELASTIC N V | 591,015 | 891,279 | +300,264 | 49,840,295 | 75,304,163 | 0.24% | +25,463,868 |
| CUMMINS INC(CMI) | 0 | 59,660 | +59,660 | 0 | 25,198,594 | 0.08% | +25,198,594 |
| BOSTON SCIENTIFIC CORP(BSX) | 2,145 | 258,947 | +256,802 | 230,394 | 25,280,996 | 0.08% | +25,050,602 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 380,336 | 419,646 | +39,310 | 51,847,404 | 76,551,823 | 0.24% | +24,704,419 |
| ZOETIS INC(ZTS) | 187,875 | 368,950 | +181,075 | 29,299,106 | 53,984,764 | 0.17% | +24,685,658 |
| BHP GROUP LTD | 24,829 | 464,133 | +439,304 | 1,194,027 | 25,875,415 | 0.08% | +24,681,388 |
| BROOKFIELD INFRAST PARTNERS | 1,227,764 | 1,989,756 | +761,992 | 41,157,689 | 65,550,000 | 0.21% | +24,392,311 |
| ROYAL CARIBBEAN GROUP | 0 | 74,593 | +74,593 | 0 | 24,136,803 | 0.08% | +24,136,803 |
| AT&T INC(T) | 1,725,831 | 2,612,790 | +886,959 | 49,945,549 | 73,785,190 | 0.23% | +23,839,641 |
| SSR MINING IN(SSRM) | 637,500 | 1,301,542 | +664,042 | 8,136,934 | 31,771,871 | 0.10% | +23,634,937 |
| GOLD FIELDS LTD(GFI) | 561,883 | 878,405 | +316,522 | 13,299,771 | 36,857,874 | 0.12% | +23,558,103 |
| TRANSDIGM GROUP INC(TDG) | 0 | 17,598 | +17,598 | 0 | 23,194,516 | 0.07% | +23,194,516 |
| SAREPTA THERAPEUTICS INC(SRPT) | 615,441 | 1,745,051 | +1,129,610 | 10,524,041 | 33,627,133 | 0.11% | +23,103,092 |
| LOCKHEED MARTIN CORP(LMT) | 36,650 | 79,981 | +43,331 | 16,974,081 | 39,927,315 | 0.13% | +22,953,234 |
| TJX COS INC NEW(TJX) | 59,938 | 208,375 | +148,437 | 7,401,744 | 30,118,523 | 0.09% | +22,716,779 |
| UNION PAC CORP(UNP) | 57,498 | 151,358 | +93,860 | 13,229,140 | 35,776,490 | 0.11% | +22,547,350 |
| TFI INTL INC(TFII) | 429,723 | 692,787 | +263,064 | 38,599,595 | 60,956,899 | 0.19% | +22,357,304 |
| PROGRESSIVE CORP(PGR) | 98,830 | 196,883 | +98,053 | 26,373,774 | 48,620,257 | 0.15% | +22,246,483 |
| ENERGY FUELS INC(UUUU) | 0 | 1,443,232 | +1,443,232 | 0 | 22,156,371 | 0.07% | +22,156,371 |
| TERAWULF INC(WULF) | 0 | 1,932,278 | +1,932,278 | 0 | 22,066,615 | 0.07% | +22,066,615 |
| ROCKET LAB CORP(RKLB) | 992,777 | 1,201,762 | +208,985 | 35,511,633 | 57,576,417 | 0.18% | +22,064,784 |
| PURE STORAGE INC(P) | 1,213,432 | 1,091,901 | -121,531 | 69,869,415 | 91,512,223 | 0.29% | +21,642,808 |
| CHARTER COMMUNICATIONS INC N(CHTR) | 14,781 | 99,309 | +84,528 | 6,042,621 | 27,320,402 | 0.09% | +21,277,781 |
| LENNAR CORP(LEN) | 0 | 165,569 | +165,569 | 0 | 20,868,317 | 0.07% | +20,868,317 |
| SCHWAB CHARLES CORP(SCHW) | 148,603 | 360,212 | +211,609 | 13,558,538 | 34,389,440 | 0.11% | +20,830,902 |
| BRP INC(DOO) | 291,203 | 558,889 | +267,686 | 14,144,191 | 33,974,753 | 0.11% | +19,830,562 |