BAROMETER CAPITAL MANAGEMENT INC. Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$249.7B

Holdings

133

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (133 positions)

#StockSharesValue% PortfolioType
101
G7AGDS Holdings Ltd
3,950$267.2M0.11%
102
MCHIHubSpot Inc
6,100$257.2M0.10%
103
TTENCia de Minas Buenaventura SAA
4,689$255.6M0.10%
104
SSLNovagold Resources Inc
33,421$254.3M0.10%
105
TIMBSPDR S&P Capital Markets ETF
17,434$249.7M0.10%
106
WBWeibo Corp
25,700$245.4M0.10%
107
WBDaqo New Energy Corp
25,700$245.4M0.10%
108
RLXASE Technology Holding Co Ltd
109,400$236.3M0.09%
109
JKSInvesco Aerospace & Defense ETF
11,376$235.7M0.09%
110
SENovo Nordisk A/S
3,300$235.7M0.09%
111
GLPGFirst Trust Industrials/Producer Durables AlphaDEX Fund
9,417$233.4M0.09%
112
PHGiQIYI Inc
9,200$231.8M0.09%
113
TEVACentrais Eletricas Brasileiras SA
10,100$222.6M0.09%
114
NGKE Holdings Inc
46,405$222.3M0.09%
115
NVOKingsoft Cloud Holdings Ltd
1,530$218.4M0.09%
116
ZLABVipshop Holdings Ltd
12,500$216.6M0.09%
117
ISRGGrupo Televisa SAB
480$213.5M0.09%
118
WITUnity Software Inc
34,900$212.9M0.09%
119
SKMBanco Macro SA
9,900$208.3M0.08%
120
NOKKB Financial Group Inc
55,500$208.0M0.08%
121
TSMSK Telecom Co Ltd
1,193$207.4M0.08%
122
SAPAT&T Inc
835$205.6M0.08%
123
MUFGiShares U.S. Aerospace & Defense ETF
18,800$203.0M0.08%
124
VODTotalEnergies SE
22,300$197.8M0.08%
125
PUKNMINISO Group Holding Ltd
10,700$196.0M0.08%
126
SKMPLDT Inc
9,200$192.6M0.08%
127
PAMLi Auto Inc
4,300$190.3M0.08%
128
TKCSPDR S&P Regional Banking ETF
24,916$188.9M0.08%
129
JDInterContinental Hotels Group PLC
7,300$188.6M0.08%
130
RLXNew Oriental Education & Technology Group Inc
102,400$188.4M0.08%
131
BZInvesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
10,000$188.1M0.08%
132
XPEVVanguard Industrials ETF
25,600$187.6M0.08%
133
FMSEquinor ASA
9,800$187.1M0.07%
134
HCMGrupo Aeroportuario del Centro Norte SAB de CV
10,900$186.6M0.07%
135
SSLAxon Enterprise Inc
40,921$186.6M0.07%
136
YPFVerona Pharma PLC
9,200$185.1M0.07%
137
WBUltrapar Participacoes SA
24,000$184.3M0.07%
138
SQMBanco Santander SA
5,000$181.8M0.07%
139
PUKNAmplify Junior Silver Miners ETF
11,400$181.7M0.07%
140
N1UAJinkoSolar Holding Co Ltd
2,300$178.8M0.07%
141
KCInvesco S&P MidCap Momentum ET
70,700$177.5M0.07%
142
NWGJD.com Inc
21,924$176.1M0.07%
143
ASRGE Vernova Inc
580$173.7M0.07%
144
KBIAInvesco S&P 500 High Beta ETF
3,043$172.3M0.07%
145
TLVGFL Environmental Inc
60,500$167.6M0.07%
146
SIMOPearson PLC
2,036$164.9M0.07%
147
VRNATIM SA/Brazil
11,400$164.8M0.07%
148
IQHimax Technologies Inc
44,500$163.3M0.07%
149
QFINMizuho Financial Group Inc
8,238$162.5M0.07%
150
VIPSCRH PLC
12,000$161.6M0.06%
151
FUTUFinancial Select Sector SPDR Fund
2,308$151.4M0.06%
152
TSSony Group Corp
4,700$143.4M0.06%
153
IHGGrupo Financiero Galicia SA
1,348$142.8M0.06%
154
UGRSprott Physical Silver Trust
35,700$139.6M0.06%
155
HBC2Goldman Sachs Group Inc/The
3,080$134.0M0.05%
156
WITDefiance Quantum ETF
37,300$129.5M0.05%
157
WITWipro Ltd
37,300$129.5M0.05%
158
TMECanadian Natural Resources Ltd
11,400$129.4M0.05%
159
PHIManulife Financial Corp
5,224$128.3M0.05%
160
UMCSumitomo Mitsui Financial Group Inc
15,447$128.3M0.05%
161
GSKGlobal X Copper Miners ETF
3,323$127.9M0.05%
162
ZTOVisa Inc
6,114$126.9M0.05%
163
Korea Electric Power Corp
4,714$120.1M0.05%
164
ZTOZTO Express Cayman Inc
6,114$119.5M0.05%
165
ZTOEni SpA
6,114$119.5M0.05%
166
PHIAlphabet Inc
5,224$115.7M0.05%
167
PDDAlamos Gold Inc
1,175$114.0M0.05%
168
SONYPOSCO Holdings Inc
1,319$112.0M0.04%
169
SIMOBanco Bilbao Vizcaya Argentaria SA
2,036$110.0M0.04%
170
WITUnited Microelectronics Corp
5,806$109.2M0.04%
171
LUiShares Bitcoin Trust ETF
44,600$105.7M0.04%
172
JHXIndustrial Select Sector SPDR Fund
3,252$102.6M0.04%
173
PBRAlibaba Group Holding Ltd
7,862$101.1M0.04%
174
UGRCia Siderurgica Nacional SA
38,200$100.5M0.04%
175
UMCCommunication Services Select Sector SPDR Fund
15,447$100.3M0.04%
176
WOPWoodside Energy Group Ltd
5,806$90.6M0.04%
177
WOPEcopetrol SA
5,806$90.6M0.04%
178
TIMBCia Cervecerias Unidas SA
6,634$78.0M0.03%
179
PKXAmazon.com Inc
1,295$56.2M0.02%
180
XLREArcelorMittal SA
1,030$41.9M0.02%
181
SONYBancolombia SA
1,319$27.9M0.01%
182
LIEBRF SA
298$25.4M0.01%
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