Addenda Capital Inc. Q4 2020 Filing

Filed January 19, 2021

Portfolio Value

$1.6T

Holdings

103

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (103 positions)

#StockSharesValue% PortfolioType
1
TDTORONTO DOMINION BK ONT
1,858,356$104.9B6.61%
2
RYROYAL BK CDA
1,187,990$97.5B6.14%
3
BAMBROOKFIELD ASSET MGMT INC
2,248,110$92.9B5.85%
4
BNSBANK NOVA SCOTIA B C
1,525,400$82.4B5.19%
5
SHOPSHOPIFY INC
65,908$74.4B4.68%
6
CNRCANADIAN NATL RY CO
620,315$68.1B4.29%
7
ENBENBRIDGE INC
2,011,579$64.3B4.05%
8
MFCMANULIFE FINL CORP
2,929,095$52.1B3.28%
9
ABXBARRICK GOLD CORP
2,010,910$45.8B2.88%
10
BCEBCE INC
981,980$42.6B2.68%
11
GIB/ACGI INC
467,266$37.0B2.33%
12
TRPTC ENERGY CORP
896,614$37.0B2.33%
13
CP.TOCANADIAN PAC RY LTD
105,885$36.8B2.32%
14
RCI/BROGERS COMMUNICATIONS INC
740,733$34.7B2.19%
15
FTSFORTIS INC
791,642$32.3B2.04%
16
AAPLAPPLE INC
215,286$28.6B1.80%
17
OTXOPEN TEXT CORP
624,778$28.4B1.79%
18
NMI1EURKIRKLAND LAKE GOLD LTD
646,107$26.8B1.69%
19
QSRRESTAURANT BRANDS INTL INC
425,751$26.2B1.65%
20
MSFTMICROSOFT CORP
117,287$26.1B1.64%
21
WCNWASTE CONNECTIONS INC
240,558$24.6B1.55%
22
WPMWHEATON PRECIOUS METALS CORP
577,855$24.1B1.52%
23
PPLPEMBINA PIPELINE CORP
1,009,128$24.0B1.51%
24
TMOTHERMO FISHER SCIENTIFIC INC
47,457$22.1B1.39%
25
DSGDESCARTES SYS GROUP INC
357,974$20.9B1.32%
26
AEMAGNICO EAGLE MINES LTD
277,468$19.5B1.23%
27
MGAMAGNA INTL INC
269,249$19.0B1.20%
28
CRCCANADIAN NAT RES LTD
769,730$18.7B1.18%
29
AVGOBROADCOM INC
36,218$15.9B1.00%
30
HONHONEYWELL INTL INC
71,605$15.2B0.96%
31
NKENIKE INC
104,715$14.8B0.93%
32
VVISA INC
67,284$14.7B0.93%
33
GOOGALPHABET INC
7,864$13.8B0.87%
34
DISDISNEY WALT CO
69,230$12.5B0.79%
35
ADBEADOBE SYSTEMS INCORPORATED
21,799$10.9B0.69%
36
UNHUNITEDHEALTH GROUP INC
30,724$10.8B0.68%
37
JPMJPMORGAN CHASE & CO
81,593$10.4B0.65%
38
SJR/BEURSHAW COMMUNICATIONS INC
586,196$10.3B0.65%
39
SUSUNCOR ENERGY INC NEW
588,239$9.9B0.62%
40
TJXTJX COS INC NEW
136,127$9.3B0.59%
41
COSTCOSTCO WHSL CORP NEW
24,486$9.2B0.58%
42
BKNGBOOKING HOLDINGS INC
4,131$9.2B0.58%
43
INTUINTUIT
22,834$8.7B0.55%
44
APHAMPHENOL CORP NEW
63,918$8.4B0.53%
45
CVSCVS HEALTH CORP
119,388$8.2B0.51%
46
UPSUNITED PARCEL SERVICE INC
47,054$7.9B0.50%
47
LOWLOWES COS INC
49,024$7.9B0.50%
48
CMCANADIAN IMP BK COMM
90,740$7.8B0.49%
49
DHRDANAHER CORPORATION
32,765$7.3B0.46%
50
FTVFORTIVE CORP
100,198$7.1B0.45%
51
JNJJOHNSON & JOHNSON
43,463$6.8B0.43%
52
PEPPEPSICO INC
45,429$6.8B0.43%
53
FISVFISERV INC
55,222$6.3B0.40%
54
BDXBECTON DICKINSON & CO
24,219$6.1B0.38%
55
SCHWSCHWAB CHARLES CORP
112,045$5.9B0.37%
56
MDLZMONDELEZ INTL INC
100,702$5.9B0.37%
57
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
69,691$5.7B0.36%
58
SYKSTRYKER CORPORATION
22,338$5.5B0.35%
59
BALLBALL CORP
58,552$5.5B0.34%
60
CHDCHURCH & DWIGHT INC
57,859$5.0B0.32%
61
AKAMAKAMAI TECHNOLOGIES INC
46,334$4.9B0.31%
62
STTSTATE STR CORP
65,029$4.8B0.30%
63
UNPUNION PAC CORP
22,089$4.6B0.29%
64
CMCSACOMCAST CORP NEW
86,410$4.5B0.29%
65
PNCPNC FINL SVCS GROUP INC
28,727$4.3B0.27%
66
CIGICOLLIERS INTL GROUP INC
47,130$4.2B0.26%
67
DISCAUSDDISCOVERY INC
130,239$3.9B0.25%
68
HRLHORMEL FOODS CORP
79,562$3.7B0.23%
69
ORCLORACLE CORP
55,575$3.6B0.23%
70
IWMISHARES TR
16,145$3.2B0.20%
71
IFFINTERNATIONAL FLAVORS&FRAGRA
28,334$3.1B0.20%
72
MCOMOODYS CORP
10,348$3.0B0.19%
73
GILDGILEAD SCIENCES INC
45,444$2.6B0.17%
74
ELANELANCO ANIMAL HEALTH INC
85,745$2.6B0.17%
75
LINLINDE PLC
9,917$2.6B0.16%
76
MIDDMIDDLEBY CORP
19,383$2.5B0.16%
77
WABWABTEC
32,908$2.4B0.15%
78
SPYSPDR S&P 500 ETF TR
6,005$2.3B0.14%
79
GPNGLOBAL PMTS INC
10,399$2.2B0.14%
80
STESTERIS PLC
10,807$2.0B0.13%
81
FFIVF5 NETWORKS INC
11,357$2.0B0.13%
82
DYHTARGET CORP
9,514$1.7B0.11%
83
COOCOOPER COS INC
3,804$1.4B0.09%
84
LIESUN LIFE FINANCIAL INC.
30,340$1.3B0.08%
85
BROOKFIELD PROPERTY PARTRS L
92,931$1.3B0.08%
86
HSICHENRY SCHEIN INC
19,992$1.3B0.08%
87
GRT-UCADGRANITE REAL ESTATE INVT TR
20,000$1.2B0.08%
88
TTELUS CORPORATION
57,715$1.2B0.07%
89
NTRNUTRIEN LTD
23,590$1.1B0.07%
90
BMOBANK MONTREAL QUE
13,224$1.0B0.06%
91
EWJISHARES INC
14,022$947.0M0.06%
92
KGCKINROSS GOLD CORP
71,120$522.0M0.03%
93
CI FINL CORP
41,310$518.0M0.03%
94
FNVFRANCO NEV CORP
4,132$518.0M0.03%
95
SAPSAP SE
3,601$469.0M0.03%
96
DEODIAGEO PLC
2,133$339.0M0.02%
97
LSPDEURLIGHTSPEED POS INC
4,343$305.0M0.02%
98
CAECAE INC
9,778$271.0M0.02%
99
SSRMSSR MNG INC
12,200$245.0M0.02%
100
PUKNPRUDENTIAL PLC
6,515$240.0M0.02%
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