| Advanced Micro Devices Inc. (AMD) | $440.2M | 3.77% | 757,725 | -158,617 | Trimmed |
| Intel Corp. (INTC) | $416.9M | 3.57% | 2,985,903 | +200,838 | Added |
| ASML Holding N.V. (ASML) | $392.8M | 3.36% | 197,439 | -10,429 | Trimmed |
| Seagate Technology Holdings plc (STX) | $302.6M | 2.59% | 313,545 | +215,951 | Added |
| Amazon.com Inc. (AMZN) | $255.7M | 2.19% | 1,072,994 | +207,936 | Added |
| Vaneck ETF Trust (SMH) | $228.0M | 1.95% | 347,669 | +347,669 | New position |
| Suncor Energy Inc. (SU) | $225.8M | 1.93% | 4,199,776 | +3,533,276 | Added |
| Lumentum Holdings Inc. (LITE) | $221.4M | 1.90% | 258,059 | +241,498 | Added |
| Berkshire Hathaway Inc. Class B (BRKB) | $215.1M | 1.84% | 429,875 | +382,085 | Added |
| Enbridge Inc. (ENB) | $191.2M | 1.64% | 3,527,900 | +3,527,900 | New position |
| Ferrari N.V. (RACE) | $188.4M | 1.61% | 508,134 | +292,120 | Added |
| Dell Technologies Inc. (DELL) | $178.6M | 1.53% | 413,909 | +336,560 | Added |
| Sandisk Corp. (SNDK) | $143.7M | 1.23% | 63,182 | -233,218 | Trimmed |
| Vaneck ETF Trust (GDXJ) | $134.6M | 1.15% | 1,370,091 | +1,370,091 | New position |
| Intuit Inc. (INTU) | $133.9M | 1.15% | 513,173 | +499,691 | Added |
| iShares Trust (SOXX) | $130.2M | 1.11% | 203,207 | +105,693 | Added |
| SPDR Gold Trust (GLD) | $123.5M | 1.06% | 335,242 | -201,865 | Trimmed |
| Brookfield Corporation (BN) | $121.8M | 1.04% | 2,856,050 | +2,709,700 | Added |
| Agnico Eagle Mines Ltd (AEM) | $118.9M | 1.02% | 765,574 | +765,574 | New position |
| Palantir Technologies Inc. (PLTR) | $117.2M | 1.00% | 1,004,420 | +769,506 | Added |
| CME Group Inc. (CME) | $115.2M | 0.99% | 521,569 | +434,649 | Added |
| Western Digital Corp. (WDC) | $113.9M | 0.97% | 178,283 | -176,659 | Trimmed |
| JPMorgan Chase & Co. (JPM) | $112.3M | 0.96% | 343,067 | +239,077 | Added |
| Bank of Nova Scotia (BNS) | $109.7M | 0.94% | 1,263,100 | +31,900 | Added |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $106.3M | 0.91% | 222,645 | +222,645 | New position |
| Strategy Inc. (MSTR) | $99.9M | 0.85% | 1,148,665 | +729,441 | Added |
| Oracle Corp. (ORCL) | $96.1M | 0.82% | 655,857 | +139,217 | Added |
| NVIDIA Corp. (NVDA) | $94.9M | 0.81% | 474,270 | +474,270 | New position |
| Texas Instruments Inc. (TXN) | $93.0M | 0.80% | 311,936 | +311,936 | New position |
| Qualcomm Inc. (QCOM) | $91.2M | 0.78% | 493,716 | +493,716 | New position |
| Eli Lilly & Co. (LLY) | $90.9M | 0.78% | 75,764 | +8,767 | Added |
| ProShares Trust (TQQQ) | $90.0M | 0.77% | 1,110,508 | +1,110,508 | New position |
| Super Micro Computer, Inc. (SMCI) | $87.7M | 0.75% | 2,990,604 | +2,253,054 | Added |
| Nokia Corporation (NOK) | $84.8M | 0.73% | 6,386,012 | +6,386,012 | New position |
| Celestica Inc. (CLS) | $83.5M | 0.71% | 229,119 | +73,716 | Added |
| MercadoLibre, Inc. (MELI) | $82.3M | 0.70% | 48,484 | +48,484 | New position |
| Accenture plc (ACN) | $79.8M | 0.68% | 641,284 | +277,057 | Added |
| Adobe Inc. (ADBE) | $78.1M | 0.67% | 380,901 | +236,144 | Added |
| iShares Trust (LQD) | $72.5M | 0.62% | 664,659 | +664,659 | New position |
| United Airlines Holdings, Inc. (UAL) | $69.4M | 0.59% | 510,282 | +510,282 | New position |
| Hewlett Packard Enterprise Co. (HPE) | $68.9M | 0.59% | 1,528,386 | +1,460,827 | Added |
| UnitedHealth Group Inc. (UNH) | $67.5M | 0.58% | 162,485 | -777,198 | Trimmed |
| Monolithic Power Systems, Inc. (MPWR) | $62.2M | 0.53% | 44,969 | +44,969 | New position |
| Vaneck ETF Trust (GDX) | $61.8M | 0.53% | 819,656 | +819,656 | New position |
| Canadian Natl Ry Co. (CNI) | $55.6M | 0.48% | 465,944 | +13,944 | Added |
| Global X FDS (SIL) | $55.5M | 0.47% | 716,679 | +716,679 | New position |
| iShares Trust (TLT) | $55.0M | 0.47% | 636,290 | +636,290 | New position |
| Morgan Stanley (MS) | $54.9M | 0.47% | 262,666 | -105,853 | Trimmed |
| AbbVie Inc. (ABBV) | $53.6M | 0.46% | 212,852 | +212,852 | New position |
| Brookfield Asset Management Ltd. (BAM) | $52.6M | 0.45% | 1,173,362 | +606,762 | Added |
| Telus Corporation (TU) | $51.6M | 0.44% | 4,878,600 | +4,878,600 | New position |
| FedEx Corp. (FDX) | $50.5M | 0.43% | 161,189 | +104,506 | Added |
| Credo Technology Group Holding Ltd. (CRDO) | $49.5M | 0.42% | 182,110 | +182,110 | New position |
| Fortis Inc. (FTS) | $48.7M | 0.42% | 851,170 | +508,070 | Added |
| BlackRock, Inc. (BLK) | $46.0M | 0.39% | 47,789 | -4,878 | Trimmed |
| Wells Fargo & Company (WFC) | $45.3M | 0.39% | 547,887 | +486,297 | Added |
| Circle Internet Group, Inc. (CRCL) | $44.9M | 0.38% | 717,103 | -845,569 | Trimmed |
| Sun Life Financial Inc. (SLF) | $44.6M | 0.38% | 568,300 | +380,100 | Added |
| Cgi Inc. (GIB) | $44.4M | 0.38% | 687,200 | +605,700 | Added |
| American Airlines Group Inc. (AAL) | $44.0M | 0.38% | 2,436,856 | +1,490,065 | Added |
| Fabrinet (FN) | $40.4M | 0.35% | 71,867 | +71,867 | New position |
| General Electric Co. (GE) | $39.0M | 0.33% | 104,364 | -71,154 | Trimmed |
| Intercontinental Exchange, Inc. (ICE) | $38.5M | 0.33% | 313,127 | +313,127 | New position |
| Zoetis Inc. (ZTS) | $38.5M | 0.33% | 536,336 | +451,810 | Added |
| Novartis AG (NVS) | $37.7M | 0.32% | 240,579 | +126,290 | Added |
| Alphabet Inc. (GOOG) | $37.1M | 0.32% | 105,022 | +18,934 | Added |
| Reddit, Inc. (RDDT) | $36.9M | 0.32% | 212,518 | +212,518 | New position |
| Charles Schwab Corp. (SCHW) | $36.7M | 0.31% | 397,976 | +348,653 | Added |
| Thomson Reuters Corporation (TRI) | $36.4M | 0.31% | 446,107 | +263,907 | Added |
| Delta Air Lines, Inc. (DAL) | $36.2M | 0.31% | 386,284 | +386,284 | New position |
| Boston Scientific Corp. (BSX) | $35.5M | 0.30% | 830,712 | +160,621 | Added |
| BRP Inc. (DOO) | $35.4M | 0.30% | 580,494 | +580,494 | New position |
| Alibaba Group Holding Limited (BABA) | $35.4M | 0.30% | 369,246 | +369,246 | New position |
| United STS Oil FD LP (USO) | $35.1M | 0.30% | 329,759 | +90,644 | Added |
| Coherent Corp. (COHR) | $34.2M | 0.29% | 86,817 | +86,817 | New position |
| iShares A.i. Innovation and Tech Active ETF (BAI) | $34.1M | 0.29% | 647,452 | +647,452 | New position |
| Mara Holdings, Inc. (MARA) | $33.2M | 0.28% | 2,392,374 | +2,369,307 | Added |
| Semtech Corp. (SMTC) | $33.1M | 0.28% | 204,514 | +204,514 | New position |
| Axon Enterprise, Inc. (AXON) | $32.9M | 0.28% | 58,756 | +58,756 | New position |
| Cameco Corp. (CCJ) | $32.4M | 0.28% | 318,123 | -265,353 | Trimmed |
| Wheaton Precious Metals Corp. (WPM) | $32.3M | 0.28% | 287,349 | +196,529 | Added |
| Kinross Gold Corp. (KGC) | $31.6M | 0.27% | 1,336,800 | +1,030,500 | Added |
| Magna Intl Inc. (MGA) | $31.1M | 0.27% | 473,800 | +272,000 | Added |
| United Rentals, Inc. (URI) | $30.7M | 0.26% | 27,083 | +27,083 | New position |
| Regeneron Pharmaceuticals, Inc. (REGN) | $30.6M | 0.26% | 49,073 | +30,471 | Added |
| iShares Trust (MTUM) | $30.0M | 0.26% | 87,445 | +87,445 | New position |
| AstraZeneca PLC (AZN) | $29.9M | 0.26% | 157,534 | +150,829 | Added |
| Global X FDS (COPX) | $29.8M | 0.26% | 387,068 | +387,068 | New position |
| ProShares Trust (QLD) | $28.6M | 0.24% | 295,650 | +295,650 | New position |
| Manulife Financial Corporation (MFC) | $27.1M | 0.23% | 669,049 | -1,704,151 | Trimmed |
| Netflix Inc. (NFLX) | $27.0M | 0.23% | 377,460 | +377,460 | New position |
| Goldman Sachs Group Inc. (GS) | $26.8M | 0.23% | 26,521 | +5,328 | Added |
| iShares Inc. (EWY) | $26.7M | 0.23% | 132,371 | +104,047 | Added |
| Invesco Exchange Traded FD T (RSPT) | $26.2M | 0.22% | 406,259 | +406,259 | New position |
| Ciena Corp. (CIEN) | $26.1M | 0.22% | 53,302 | +53,302 | New position |
| Vanguard Scottsdale FDS (VCLT) | $25.8M | 0.22% | 342,627 | +342,627 | New position |
| Novo Nordisk A/S (NVO) | $25.0M | 0.21% | 522,349 | -505,399 | Trimmed |
| PepsiCo Inc. (PEP) | $25.0M | 0.21% | 184,728 | +184,728 | New position |
| Bank of Montreal (BMO) | $24.0M | 0.21% | 136,000 | +124,900 | Added |
| SAP SE (SAP) | $23.6M | 0.20% | 153,061 | -994,344 | Trimmed |