BAROMETER CAPITAL MANAGEMENT INC. Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$268.5B

Holdings

146

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (146 positions)

#StockSharesValue% PortfolioType
101
ELP1Cia Paranaense de Energia - Copel
35,600$250.9M0.09%
102
D0ADada Nexus Ltd
134,900$249.6M0.09%
103
BCSBarclays PLC
15,765$242.2M0.09%
104
SIDCia Siderurgica Nacional SA
144,459$241.2M0.09%
105
VIPSVipshop Holdings Ltd
15,400$232.7M0.09%
106
YMMFull Truck Alliance Co Ltd
18,017$228.1M0.08%
107
RHCRH PLC
2,550$224.3M0.08%
108
AIAiShares Asia 50 ETF
3,100$224.3M0.08%
109
MNSOMINISO Group Holding Ltd
11,800$213.8M0.08%
110
TMETencent Music Entertainment Group
14,600$207.8M0.08%
111
SSLSasol Ltd
48,921$206.9M0.08%
112
IBITiShares Bitcoin Trust ETF
4,400$206.0M0.08%
113
IHIiShares U.S. Medical Devices ETF
3,400$204.6M0.08%
114
ASXASE Technology Holding Co Ltd
23,300$204.1M0.08%
115
TEVATeva Pharmaceutical Industries Ltd
12,900$198.3M0.07%
116
SANBanco Santander SA
29,693$195.6M0.07%
117
DQDaqo New Energy Corp
10,500$190.2M0.07%
118
LULufax Holding Ltd
60,800$180.6M0.07%
119
PDDPDD Holdings Inc
1,500$177.5M0.07%
120
HBC2HSBC Holdings PLC
3,080$175.3M0.07%
121
CRTOCriteo SA
4,868$172.4M0.06%
122
EDGGold Fields Ltd
7,646$168.9M0.06%
123
KBIAKB Financial Group Inc
3,043$164.7M0.06%
124
CIBEURBancolombia SA
4,114$164.0M0.06%
125
ASNDAscendis Pharma A/S
1,004$156.5M0.06%
126
DAVAEndava PLC
8,000$156.1M0.06%
127
P5YBRF SA
43,076$148.2M0.06%
128
IHGInterContinental Hotels Group PLC
1,348$146.1M0.05%
129
TLVGrupo Televisa SAB
82,700$144.7M0.05%
130
CCUCia Cervecerias Unidas SA
9,543$143.1M0.05%
131
EUADSelect STOXX Europe Aerospace & Defense ETF
4,200$140.8M0.05%
132
CSANCosan SA
26,500$138.3M0.05%
133
GSKGSK PLC
3,323$128.7M0.05%
134
KEPKorea Electric Power Corp
17,015$126.1M0.05%
135
MTArcelorMittal SA
4,269$123.2M0.05%
136
ARGTGlobal X MSCI Argentina ETF
1,500$121.2M0.05%
137
ZTOZTO Express Cayman Inc
6,114$118.9M0.04%
138
BPBP PLC
3,450$116.6M0.04%
139
PHIPLDT Inc
5,224$114.2M0.04%
140
G7AGrupo Aeroportuario del Centro Norte SAB de CV
1,450$114.0M0.04%
141
EEni SpA
3,653$113.0M0.04%
142
UMCUnited Microelectronics Corp
15,447$110.4M0.04%
143
PBRPetroleo Brasileiro SA
7,862$110.2M0.04%
144
ASMLASML Holding NV
162$107.0M0.04%
145
EQNREquinor ASA
3,871$102.4M0.04%
146
SIMOSilicon Motion Technology Corp
2,036$102.0M0.04%
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