Fund HoldingsPower Corp of Canada

Total Portfolio Value
$999.76M
Total Bought
$881.95M
Total Sold
$818.76M
Net Transaction
+$63.19M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
FRANKLIN RESOURCES INC(BEN)171,82431,557,117+31,385,2935,119887,07188.73%+881,952
NIKE INC(NKE)000000
AECOM(ACM)000000
ORACLE CORP(ORCL)000000
S&P GLOBAL INC(SPGI)000000
ALPHABET INC(GOOG)000000
AMAZON COM INC(AMZN)000000
ECOLAB INC(ECL)000000
MATCH GROUP INC NEW(MTCH)000000
CENTENE CORP DEL(CNC)000000
LKQ CORP(LKQ)000000
MONDELEZ INTL INC(MDLZ)000000
OREILLY AUTOMOTIVE INC(ORLY)2480-2482360-236
IRON MTN INC DEL(IRM)3,4160-3,4162390-239
ULTA BEAUTY INC(ULTA)000000
DISCOVER FINL SVCS000000
SYNCHRONY FINANCIAL(SYF)000000
ZILLOW GROUP INC(Z)4,3320-4,3322510-251
ALIGN TECHNOLOGY INC9600-9602630-263
HARTFORD FINL SVCS GROUP INC(HIG)3,3070-3,3072660-266
OLD DOMINION FREIGHT LINE IN(ODFL)6600-6602680-268
MEDTRONIC PLC(MDT)000000
ESSEX PPTY TR INC(ESS)000000
ARCH CAP GROUP LTD
ORD
000000
PULTE GROUP INC(PHM)000000
AUTOZONE INC(AZO)000000
WATERS CORP(WAT)000000
FISERV INC(FISV)000000
MAGNA INTL INC(MGA)5,3450-5,3453160-316
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)000000
MICRON TECHNOLOGY INC(MU)000000
MGM RESORTS INTERNATIONAL(MGM)7,5990-7,5993400-340
MASTERCARD INCORPORATED(MA)000000
PALO ALTO NETWORKS INC(PANW)1,1980-1,1983530-353
KIMBERLY-CLARK CORP(KMB)000000
LYONDELLBASELL INDUSTRIES N
SHS - A -
000000
ABBOTT LABORATORIES INC3,3770-3,3773720-372
CINTAS CORP(CTAS)000000
UNITEDHEALTH GROUP INC(UNH)000000
TEXAS INSTRS INC(TXN)000000
LAM RESEARCH CORP(LRCX)000000
ILLINOIS TOOL WKS INC(ITW)000000
FIRST HORIZON CORPORATION(FHN)32,0970-32,0974540-454
NEXTERA ENERGY INC(NEE)7,7900-7,7904730-473
WABTEC(WAB)3,9230-3,9234980-498
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
20,2580-20,2585320-532
EURONAV NV(CMBT)32,3440-32,3445720-572
BANK NOVA SCOTIA HALIFAX000000
AMETEK INC000000
THE LION ELECTRIC COMPANY09,842,519+9,842,51903,1500.32%+3,150
CAMECO CORP(CCJ)21,9880-21,9889480-948
GENERAL ELECTRIC CO(GE)7,6180-7,6189720-972
HEXCEL CORP NEW(HXL)14,2670-14,2671,0520-1,052
QIAGEN NV(QGEN)29,2840-29,2841,2770-1,277
VEEVA SYS INC(VEEV)12,3090-12,3092,3700-2,370
STEEL DYNAMICS INC(STLD)24,0320-24,0322,8380-2,838
BIOGEN INC(BIIB)000000
WEST PHARMACEUTICAL SVSC INC(WST)8,4150-8,4152,9630-2,963
JOHNSON CTLS INTL PLC
SHS
000000
CME GROUP INC(CME)15,3060-15,3063,2230-3,223
HENRY JACK & ASSOC INC(JKHY)000000
THE CIGNA GROUP(CI)11,1060-11,1063,3260-3,326
COCA-COLA CO(KO)56,6940-56,6943,3410-3,341
CGI INC(GIB)31,4000-31,4003,3690-3,369
RESMED INC(RMD)20,1700-20,1703,4700-3,470
KROGER CO(KR)77,1590-77,1593,5270-3,527
CONSOLIDATED EDISON INC(ED)39,3190-39,3193,5770-3,577
LOCKHEED MARTIN CORP(LMT)000000
MARATHON PETE CORP(MPC)24,4270-24,4273,6240-3,624
CAESARS ENTERTAINMENT INC NE(CZR)79,4170-79,4173,7230-3,723
GENUINE PARTS CO(GPC)000000
PINTEREST INC(PINS)103,1630-103,1633,8210-3,821
GILEAD SCIENCES INC(GILD)000000
BORGWARNER INC000000
GENERAL MLS INC(GIS)000000
KINROSS GOLD CORP(KGC)000000
VALERO ENERGY CORP(VLO)30,2130-30,2133,9280-3,928
HP INC(HPQ)136,8660-136,8664,1180-4,118
STATE STR CORP(STT)53,2280-53,2284,1230-4,123
ATMOS ENERGY CORP(ATO)000000
AUTOMATIC DATA PROCESSING IN17,9270-17,9274,1760-4,176
INTUITIVE SURGICAL INC12,6110-12,6114,2540-4,254
PAYCHEX INC(PAYX)36,3870-36,3874,3340-4,334
DENTSPLY SIRONA INC(XRAY)123,0720-123,0724,3800-4,380
BOSTON PROPERTIES INC(BXP)64,2520-64,2524,5090-4,509
CANADIAN IMPERIAL BK COMM TO(CM)94,8610-94,8614,5750-4,575
DISNEY WALT CO(DIS)000000
AT&T INC(T)274,6650-274,6654,6090-4,609
UNITED RENTALS INC(URI)000000
WALMART INC(WMT)000000
MERCK & CO INC(MRK)43,3940-43,3944,7310-4,731
UBS GROUP AG(UBS)152,9670-152,9674,7340-4,734
ANSYS INC13,0780-13,0784,7460-4,746
ELEVANCE HEALTH INC(ELV)000000
ROYAL BK OF CDA(RY)47,9790-47,9794,8600-4,860
PACCAR INC(PCAR)51,0110-51,0114,9810-4,981
COPART INC(CPRT)101,8790-101,8794,9920-4,992
BEST BUY INC(BBY)64,0080-64,0085,0110-5,011
PFIZER INC(PFE)174,2010-174,2015,0150-5,015
EMERSON ELEC CO(EMR)51,6830-51,6835,0300-5,030
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