| Aktie | Ticker | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 114.601.701 $ | +9.057.707 $ | +7,7 % | 108.305.602 $ | +11.968.210 $ | +2,1 % | 96.337.392 $ | +7.363.308 $ | +6,1 % | 89.122.253 $ | +16.530.901 $ | +26,6 % | ||
| Alphabet Inc. | GOOGL | 14.438.388 $ | -934.920 $ | -6,1 % | 15.373.308 $ | +3.440.501 $ | +28,8 % | 11.932.807 $ | +3.268.283 $ | +37,7 % | 8.664.524 $ | +1.030.566 $ | +13,5 % |
| FIRST SOLAR, INC. | FSLR | 4.223.337 $ | -7.202.341 $ | -63,0 % | 11.425.678 $ | +1.880.478 $ | +19,7 % | 9.545.200 $ | +2.370.200 $ | +33,0 % | 7.175.000 $ | +1.633.826 $ | +29,5 % |
| JPMORGAN CHASE & CO | JPM | 9.405.472 $ | -501.504 $ | -5,1 % | 9.906.976 $ | +226.114 $ | +2,3 % | 9.680.862 $ | +768.739 $ | +8,6 % | 8.912.123 $ | +1.331.617 $ | +17,6 % |
| Meta Platforms, Inc. | META | 7.293.513 $ | -1.129.896 $ | -13,4 % | 8.423.409 $ | -877.514 $ | -9,4 % | 9.300.923 $ | -58.796 $ | -0,6 % | 9.359.719 $ | +1.964.444 $ | +26,6 % |
| ROYAL BANK OF CANADA | RY | 9.229.292 $ | -113.742 $ | -1,2 % | 9.343.034 $ | +1.253.593 $ | +15,5 % | 8.089.441 $ | +859.732 $ | +11,9 % | 7.229.709 $ | +962.654 $ | +15,4 % |
| MICROSOFT CORP | MSFT | 6.345.084 $ | -1.536.955 $ | -19,5 % | 7.882.039 $ | -553.813 $ | -6,6 % | 8.435.852 $ | +322.597 $ | +4,0 % | 8.113.255 $ | +1.960.988 $ | +31,9 % |
| Brookfield Infrastructure Partners L.P. | BIP | 8.394.649 $ | +319.550 $ | +4,0 % | 8.075.099 $ | +380.991 $ | +5,0 % | 7.694.108 $ | -139.666 $ | -1,8 % | 7.833.774 $ | +830.099 $ | +11,9 % |
| AMAZON COM INC | AMZN | 7.633.520 $ | -460.876 $ | -5,7 % | 8.094.396 $ | +414.716 $ | +5,4 % | 7.679.680 $ | -6.868 $ | -0,1 % | 7.686.548 $ | +994.152 $ | +14,9 % |
| ADVANCED MICRO DEVICES INC | AMD | 6.622.053 $ | +2.538.236 $ | +62,2 % | 4.083.817 $ | +4.083.817 $ | |||||||
| BANK OF AMERICA CORP /DE/ | BAC | 6.299.998 $ | +2.568.906 $ | +68,9 % | 3.731.092 $ | -37.518 $ | -1,0 % | 3.768.610 $ | -252.677 $ | -6,3 % | 4.021.287 $ | +434.196 $ | +12,1 % |
| Eaton Corp plc | ETN | 5.898.336 $ | +2.198.205 $ | +59,4 % | 3.700.131 $ | +1.256.653 $ | +51,4 % | 2.443.478 $ | +109.120 $ | +4,7 % | 2.334.358 $ | +542.998 $ | +30,3 % |
| CELESTICA INC | CLS | 2.803.724 $ | -119.451 $ | -4,1 % | 2.923.175 $ | -1.633.280 $ | -35,8 % | 4.556.455 $ | +69.672 $ | +1,6 % | 4.486.783 $ | +2.203.670 $ | +96,5 % |
| Vertiv Holdings Co | VRT | 3.928.844 $ | +1.388.689 $ | +54,7 % | 2.540.155 $ | -1.562.634 $ | -38,1 % | 4.102.789 $ | +602.846 $ | +17,2 % | 3.499.943 $ | +1.519.497 $ | +76,7 % |
| Birkenstock Holding plc | BIRK | 3.421.048 $ | -482.284 $ | -12,4 % | 3.903.332 $ | +3.903.332 $ | |||||||
| CAE INC | CAE | 3.203.959 $ | -545.053 $ | -14,5 % | 3.749.012 $ | +89.616 $ | +2,4 % | 3.659.396 $ | +39.120 $ | +1,1 % | 3.620.276 $ | +552.163 $ | +18,0 % |
| PayPal Holdings, Inc. | PYPL | 2.761.608 $ | -391.553 $ | -12,4 % | 3.153.161 $ | -348.054 $ | -9,9 % | 3.501.215 $ | +410.975 $ | +13,3 % | |||
| CANADIAN NATIONAL RAILWAY CO | CNI | 2.837.098 $ | +447.757 $ | +18,7 % | 2.389.341 $ | +94.711 $ | +4,1 % | 2.294.630 $ | -240.940 $ | -9,5 % | 2.535.570 $ | +142.830 $ | +6,0 % |
| CENOVUS ENERGY INC. | CVE | 2.193.693 $ | +2.193.693 $ | ||||||||||
| RELX PLC | RELX | 1.879.837 $ | +1.879.837 $ | ||||||||||
| SPDR GOLD TRUST | GLD | 1.615.739 $ | +1.615.739 $ | ||||||||||
| EXXON MOBIL CORP | XOM | 1.040.185 $ | +1.040.185 $ | ||||||||||
| CANADIAN NATURAL RESOURCES LTD | CNQ | 853.763 $ | +853.763 $ | ||||||||||
| SUNCOR ENERGY INC | SU | 842.341 $ | +842.341 $ | ||||||||||
| BERKSHIRE HATHAWAY INC | BRK-B | 682.381 $ | +682.381 $ | ||||||||||
| TC ENERGY CORP | TRP | 666.371 $ | +666.371 $ | ||||||||||
| PEMBINA PIPELINE CORP | PBA | 610.326 $ | +610.326 $ | ||||||||||
| CHEVRON CORP | CVX | 491.388 $ | +491.388 $ | ||||||||||
| SUN LIFE FINANCIAL INC | SLF | 380.199 $ | +380.199 $ | ||||||||||
| APPFOLIO INC | APPF | 376.371 $ | +376.371 $ | ||||||||||
| TEXAS INSTRUMENTS INC | TXN | 352.364 $ | +352.364 $ | ||||||||||
| Mastercard Inc | MA | 343.266 $ | +343.266 $ | ||||||||||
| Brookfield Asset Management Ltd. | BAM | 295.162 $ | +295.162 $ | ||||||||||
| TELUS CORP | TU | 147.318 $ | +15.375 $ | +11,7 % | |||||||||
| Motorola Solutions, Inc. | MSI | 851 $ | +851 $ | ||||||||||
| 114.601.701 $ | +9.057.707 $ | +7,7 % | 108.305.602 $ | +11.968.210 $ | +2,1 % | 96.337.392 $ | +7.363.308 $ | +6,1 % | 89.122.253 $ | +16.530.901 $ | +26,6 % | ||