Fund HoldingsNorthwest & Ethical Investments L.P.

Total Portfolio Value
$3.49B
Total Bought
$315.35M
Total Sold
$352.07M
Net Transaction
-$36.72M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)32,538587,269+554,73129,40072,5502.08%+43,151
SYNOPSYS INC(SNPS)030,519+30,519018,1600.52%+18,160
CANADIAN PACIFIC KANSAS CITY(CP)0195,308+195,308015,3810.44%+15,381
APPLE INC(AAPL)0289,458+289,458060,9651.75%+60,965
COGNEX CORP(CGNX)0335,719+335,719015,6980.45%+15,698
BRP INC(DOO)0186,950+186,950011,9780.34%+11,978
MICROSOFT CORP(MSFT)408,461408,229-232171,847182,4565.23%+10,609
BROADCOM INC(AVGO)33,00833,555+54743,74953,8731.55%+10,124
ALPHABET INC(GOOG)0305,135+305,135055,9671.61%+55,967
ELI LILLY & CO(LLY)22,39328,123+5,73017,42125,4620.73%+8,041
NEW YORK TIMES CO(NYT)0207,906+207,906010,6470.31%+10,647
DOLBY LABORATORIES INC(DLB)085,929+85,92906,8080.20%+6,808
AMERICAN WTR WKS CO INC NEW247,684279,704+32,02030,26936,1261.04%+5,857
COLGATE PALMOLIVE CO(CL)47,526102,066+54,5404,2809,9040.28%+5,625
STERIS PLC(STE)0103,323+103,323022,6830.65%+22,683
UNITEDHEALTH GROUP INC(UNH)094,676+94,676048,2141.38%+48,214
EXXON MOBIL CORP052,400+52,40006,0320.17%+6,032
ISHARES TR
CORE MSCI EAFE
0309,772+309,772022,5020.65%+22,502
APPLIED MATLS INC174,276172,712-1,56435,94140,7581.17%+4,817
ELEVANCE HEALTH INC(ELV)017,126+17,12609,2800.27%+9,280
ISHARES TR
MSCI USA MIN ETF
053,700+53,70004,5090.13%+4,509
SHERWIN WILLIAMS CO(SHW)014,496+14,49604,3260.12%+4,326
OPEN TEXT CORP(OTEX)0139,081+139,08104,1760.12%+4,176
THE CIGNA GROUP(CI)46,11762,989+16,87216,74920,8220.60%+4,073
QUALCOMM INC(QCOM)023,275+23,27504,6360.13%+4,636
UNITED PARCEL SERVICE INC(UPS)038,674+38,67405,2920.15%+5,292
VERIZON COMMUNICATIONS INC(VZ)0440,139+440,139018,1510.52%+18,151
BERKSHIRE HATHAWAY INC DEL021,305+21,30508,6670.25%+8,667
ANALOG DEVICES INC(ADI)044,476+44,476010,1520.29%+10,152
TEXAS INSTRS INC(TXN)223,256216,263-6,99338,89342,0691.21%+3,176
CELESTICA INC(CLS)051,209+51,20902,9320.08%+2,932
ICICI BANK LIMITED(IBN)0482,810+482,810013,9100.40%+13,910
ESSENTIAL UTILS INC(WTRG)072,899+72,89902,7210.08%+2,721
SERVICENOW INC(NOW)014,108+14,108011,0980.32%+11,098
BOSTON SCIENTIFIC CORP(BSX)038,762+38,76202,9850.09%+2,985
MERCADOLIBRE INC(MELI)09,744+9,744016,0130.46%+16,013
ORACLE CORP(ORCL)176,536174,641-1,89522,17524,6590.71%+2,484
DELL TECHNOLOGIES INC(DELL)020,296+20,29602,7990.08%+2,799
AMAZON COM INC(AMZN)169,741170,952+1,21130,61833,0360.95%+2,418
TRIP COM GROUP LTD(TCOM)0124,867+124,86705,8690.17%+5,869
ADOBE INC(ADBE)042,165+42,165023,4240.67%+23,424
SPDR S&P 500 ETF TR(SPY)26,80030,100+3,30014,01816,3810.47%+2,363
FRANCO NEV CORP(FNV)116,334136,535+20,20113,86216,1880.46%+2,326
MCKESSON CORP(MCK)33,26534,025+76017,85819,8720.57%+2,014
BOOKING HOLDINGS INC(BKNG)03,398+3,398013,4610.39%+13,461
ROYAL BK CDA(RY)0477,373+477,373050,8231.46%+50,823
MARSH & MCLENNAN COS INC(MRSH)078,730+78,730016,5900.48%+16,590
CARRIER GLOBAL CORPORATION(CARR)408,357404,958-3,39923,73825,5440.73%+1,807
COSTCO WHSL CORP NEW(COST)14,69014,723+3310,76212,5140.36%+1,752
S&P GLOBAL INC(SPGI)014,890+14,89006,6410.19%+6,641
AVISTA CORP(AVA)272,418323,775+51,3579,54011,2060.32%+1,666
RENEW ENERGY GLOBAL PLC(RNW)02,092,886+2,092,886013,0590.37%+13,059
KROGER CO(KR)263,011333,435+70,42415,02616,6480.48%+1,622
ALPHABET INC(GOOG)268,232231,089-37,14340,48442,0921.21%+1,608
HP INC(HPQ)0326,655+326,655011,4390.33%+11,439
VERALTO CORP(VLTO)231,116229,197-1,91920,49121,8810.63%+1,391
AUTOMATIC DATA PROCESSING IN061,894+61,894014,7730.42%+14,773
HIGH TIDE INC9,379192,857+183,4783,7435,0540.14%+1,311
ELECTRONIC ARTS INC(EA)0123,217+123,217017,1680.49%+17,168
SHELL PLC(SHEL)0250,028+250,028018,0470.52%+18,047
VERTEX PHARMACEUTICALS INC(VRTX)024,044+24,044011,2700.32%+11,270
UGI CORP NEW(UGI)0179,772+179,77204,1170.12%+4,117
NEXTERA ENERGY PARTNERS LP(XIFR)387,931462,734+74,80311,66912,7900.37%+1,121
INTUIT(INTU)033,619+33,619022,0950.63%+22,095
NEWMONT CORP(NEM)0187,804+187,80407,8630.23%+7,863
STANTEC INC(STN)0110,830+110,83009,2780.27%+9,278
AMERICAN TOWER CORP NEW(AMT)039,872+39,87207,7500.22%+7,750
CLEARWAY ENERGY INC(CWEN)0575,862+575,862014,2180.41%+14,218
BARRICK GOLD CORP056,250+56,25009380.03%+938
SPOTIFY TECHNOLOGY S A(SPOT)019,425+19,42506,0950.17%+6,095
FORTUNA MNG CORP(FSM)0176,151+176,15108610.02%+861
ISHARES TR
US TREAS BD ETF
444,200486,200+42,00010,11410,9730.31%+859
COCA COLA CO(KO)332,292332,292020,33021,1500.61%+821
CROWDSTRIKE HLDGS INC(CRWD)014,119+14,11905,4090.16%+5,409
TE CONNECTIVITY LTD(TEL)201,174199,500-1,67429,21830,0100.86%+792
CENTERRA GOLD INC(CGAU)0131,078+131,07808810.03%+881
BANK AMERICA CORP431,005430,861-14416,34417,1350.49%+792
PEMBINA PIPELINE CORP(PBA)0121,779+121,77904,5180.13%+4,518
PRIMO WATER CORPORATION053,341+53,34101,1660.03%+1,166
AGILENT TECHNOLOGIES INC(A)290,893332,577+41,68442,32843,1121.24%+784
TERADYNE INC(TER)019,867+19,86702,9460.08%+2,946
TJX COS INC NEW(TJX)85,40185,40108,6619,4030.27%+741
NU HLDGS LTD(NU)0217,264+217,26402,8010.08%+2,801
EXELON CORP(EXC)0330,564+330,564011,4410.33%+11,441
JOHNSON & JOHNSON(JNJ)41,47249,498+8,0266,5607,2350.21%+674
LIGHTSPEED COMMERCE INC(LSPD)056,529+56,52907730.02%+773
SAVERS VALUE VLG INC(SVV)052,400+52,40006410.02%+641
PFIZER INC(PFE)0255,732+255,73207,1550.21%+7,155
MAKEMYTRIP LIMITED MAURITIUS
SHS
015,007+15,00701,2620.04%+1,262
MEDTRONIC PLC(MDT)021,351+21,35101,6810.05%+1,681
T-MOBILE US INC(TMUS)44,38844,38807,2457,8200.22%+575
CENTERPOINT ENERGY INC(CNP)227,700227,70006,4877,0540.20%+567
PAYCOM SOFTWARE INC(PAYC)03,886+3,88605560.02%+556
THE TRADE DESK INC(TTD)052,307+52,30705,1090.15%+5,109
FEDEX CORP(FDX)019,564+19,56405,8660.17%+5,866
VERISK ANALYTICS INC(VRSK)014,830+14,83003,9970.11%+3,997
MOTOROLA SOLUTIONS INC(MSI)15,65815,65805,5586,0450.17%+486
WHEATON PRECIOUS METALS CORP(WPM)095,784+95,78405,0220.14%+5,022
PAN AMERN SILVER CORP(PAAS)073,819+73,81901,4670.04%+1,467
TASEKO MINES LTD(TGB)0174,800+174,80004310.01%+431
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