CAISSE DE DEPOT ET PLACEMENT DU QUEBEC Q1 2023 Filing

Filed May 12, 2023

Portfolio Value

$35.1B

Holdings

541

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (541 positions)

#StockSharesValue% PortfolioType
1
GIB/ACGI Inc
18,948,365$1.8B5.19%
2
CNRCompagnie des chemins de fer nationaux du Canada
12,333,700$1.5B4.14%
3
MSFTMicrosoft Corp
4,601,723$1.3B3.78%
4
AAPLApple Inc
7,650,409$1.3B3.59%
5
XLVHealth Care Select Sector SPDR Fund
5,617,000$727.2M2.07%
6
PFEPfizer Inc
16,341,217$666.7M1.90%
7
CSCOCisco Systems Inc
12,199,319$637.7M1.82%
8
MAMastercard Inc
1,707,609$620.6M1.77%
9
MRKMerck & Co Inc
5,734,082$610.0M1.74%
10
BCEBCE Inc
12,532,900$560.6M1.60%
11
CAECAE Inc
24,604,237$555.6M1.58%
12
GOOGLAlphabet Inc
5,228,932$542.4M1.54%
13
BMOBanque de Montreal
5,446,509$484.5M1.38%
14
NVDANVIDIA Corp
1,588,215$441.2M1.26%
15
XLFFinancial Select Sector SPDR Fund
13,646,000$438.7M1.25%
16
METAMeta Platforms Inc
1,993,243$422.4M1.20%
17
JNJJohnson & Johnson
2,533,042$392.6M1.12%
18
BMYBristol-Myers Squibb Co
5,544,841$384.3M1.09%
19
LSPDLightspeed Commerce Inc
24,286,219$368.8M1.05%
20
HDHome Depot Inc, The
1,221,422$360.5M1.03%
21
XLFIConsumer Staples Select Sector SPDR Fund
4,688,100$350.2M1.00%
22
WMWaste Management Inc
2,115,228$345.1M0.98%
23
TAT&T Inc
17,079,362$328.8M0.94%
24
AMZNAmazon.com Inc
3,157,648$326.2M0.93%
25
VRTXVertex Pharmaceuticals Inc
1,013,223$319.2M0.91%
26
GOOGAlphabet Inc
2,932,467$305.0M0.87%
27
NEMNewmont Corp
5,651,542$277.0M0.79%
28
ORCLOracle Corp
2,852,628$265.1M0.75%
29
RYBanque Royale du Canada
2,750,474$262.7M0.75%
30
GILDGilead Sciences Inc
3,130,699$259.8M0.74%
31
BRK/BBerkshire Hathaway Inc
815,716$251.9M0.72%
32
WMTWalmart Inc
1,673,622$246.8M0.70%
33
AZOAutoZone Inc
90,689$222.9M0.63%
34
MDLZMondelez International Inc
3,163,944$220.6M0.63%
35
GDXVanEck Gold Miners ETF/USA
6,783,254$219.4M0.62%
36
COSTCostco Wholesale Corp
414,621$206.0M0.59%
37
AVGOBroadcom Inc
313,466$201.1M0.57%
38
DDominion Energy Inc
3,490,452$195.2M0.56%
39
CVSCVS Health Corp
2,620,906$194.8M0.55%
40
MRSHMarsh & McLennan Cos Inc
1,165,979$194.2M0.55%
41
ESEversource Energy
2,481,337$194.2M0.55%
42
TRVCCitigroup Inc
4,102,418$192.4M0.55%
43
EMBiShares JP Morgan USD Emerging Markets Bond ETF
2,212,200$191.0M0.54%
44
INTCIntel Corp
5,753,251$188.0M0.54%
45
ACNAccenture PLC
640,567$183.1M0.52%
46
CMSCMS Energy Corp
2,836,889$174.1M0.50%
47
LLYEli Lilly & Co
504,454$173.2M0.49%
48
ICEIntercontinental Exchange Inc
1,659,574$173.1M0.49%
49
MUMicron Technology Inc
2,849,855$172.0M0.49%
50
PEPPepsiCo Inc
911,118$166.1M0.47%
51
DGDollar General Corp
786,381$165.5M0.47%
52
DHRDanaher Corp
648,943$163.6M0.47%
53
XLUUtilities Select Sector SPDR Fund
2,414,000$163.4M0.47%
54
TSLATesla Inc
775,131$160.8M0.46%
55
WECWEC Energy Group Inc
1,674,205$158.7M0.45%
56
UNPUnion Pacific Corp
775,842$156.1M0.44%
57
ENBEnbridge Inc
4,092,281$155.8M0.44%
58
UNHUnitedHealth Group Inc
308,983$146.0M0.42%
59
FISVFiserv Inc
1,277,058$144.3M0.41%
60
REGNRegeneron Pharmaceuticals Inc
165,152$135.7M0.39%
61
CP.TOChemin de fer Canadien Pacifique Limitee
1,744,557$134.2M0.38%
62
ADBEAdobe Inc
344,022$132.6M0.38%
63
QCOMQualcomm Inc
1,001,980$127.8M0.36%
64
BNBrookfield Corp
3,890,500$126.6M0.36%
65
AEEAmeren Corp
1,430,295$123.6M0.35%
66
JPMJPMorgan Chase & Co
936,145$122.0M0.35%
67
AMATApplied Materials Inc
955,022$117.3M0.33%
68
MRNAModerna Inc
743,739$114.2M0.33%
69
VEAVanguard FTSE Developed Markets ETF
2,505,000$113.2M0.32%
70
CSLCarlisle Cos Inc
494,682$111.8M0.32%
71
KOCoca-Cola Co/The
1,784,748$110.7M0.32%
72
LNGCheniere Energy Inc
699,149$110.2M0.31%
73
VWOVanguard FTSE Emerging Markets ETF
2,690,000$108.7M0.31%
74
TMOThermo Fisher Scientific Inc
187,526$108.1M0.31%
75
ULTAUlta Beauty Inc
198,061$108.1M0.31%
76
CRMsalesforce.com inc
531,841$106.3M0.30%
77
CLColgate-Palmolive Co
1,399,923$105.2M0.30%
78
DLTRDollar Tree Inc
719,470$103.3M0.29%
79
FNVFranco-Nevada Corp
683,051$99.5M0.28%
80
CBRECBRE Group Inc
1,349,098$98.2M0.28%
81
TDBanque Toronto-Dominion, La
1,637,343$97.9M0.28%
82
TRPTC Energy Corp
2,483,639$96.5M0.27%
83
AEMMines Agnico-Eagle Limitee
1,878,688$95.6M0.27%
84
EWZiShares MSCI Brazil ETF
3,474,206$95.1M0.27%
85
NKENIKE Inc
770,815$94.5M0.27%
86
EAElectronic Arts Inc
767,945$92.5M0.26%
87
HALHalliburton Co
2,914,264$92.2M0.26%
88
CPRTCopart Inc
1,217,877$91.6M0.26%
89
CNCCentene Corp
1,421,728$89.9M0.26%
90
SOSouthern Company, The
1,286,900$89.5M0.26%
91
LULULululemon Athletica Inc
241,950$88.1M0.25%
92
DPZDomino's Pizza Inc
266,592$87.9M0.25%
93
NEENextEra Energy Inc
1,128,900$87.0M0.25%
94
BACVerizon Communications Inc
2,220,918$86.4M0.25%
95
AZURE POWER GLOBAL LIMITED
34,258,963$85.3M0.24%
96
ZVIAZevia PBC
22,022,092$84.8M0.24%
97
NFLXNetflix Inc
245,116$84.7M0.24%
98
SLBSchlumberger Ltd
1,684,066$82.7M0.24%
99
DHIDR Horton Inc
840,175$82.1M0.23%
100
TTELUS Corporation
4,122,259$81.7M0.23%
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