61 is the total number of securities Caldwell Investment Management Ltd. has owned. The longest Caldwell Investment Management Ltd. has owned a single stock is 8 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CBOE | CBOE GLOBAL MKTS INC | 8 | 8 | 9.96% | 13.32% | 16.60% | Q4 2021 | Q3 2023 | 8 |
| BAC | BK OF AMERICA INC | 8 | 8 | 7.59% | 10.90% | 13.07% | Q4 2021 | Q3 2023 | 8 |
| ICE | INTERCONTINENTAL EXCHA... | 8 | 8 | 8.49% | 10.53% | 11.78% | Q4 2021 | Q3 2023 | 8 |
| KKR | KKR & CO INC | 8 | 8 | 8.46% | 10.20% | 11.90% | Q4 2021 | Q3 2023 | 8 |
| GIB | CGI INC | 8 | 8 | 1.24% | 6.26% | 10.81% | Q4 2021 | Q3 2023 | 8 |
| TRICON RESIDENTIAL INC | 8 | 8 | 0.63% | 4.08% | 11.35% | Q4 2021 | Q3 2023 | 8 | |
| UNH | UNITEDHEALTH GROUP INC | 8 | 8 | 0.97% | 2.61% | 3.79% | Q4 2021 | Q3 2023 | 8 |
| DGX | QUEST DIAGNOSTICS INC | 8 | 8 | 1.18% | 1.69% | 2.14% | Q4 2021 | Q3 2023 | 8 |
| DOX | AMDOCS LTD | 8 | 8 | 0.92% | 1.40% | 2.00% | Q4 2021 | Q3 2023 | 8 |
| V | VISA INC | 8 | 8 | 0.90% | 1.24% | 1.64% | Q4 2021 | Q3 2023 | 8 |
| AQN | ALGONQUIN PWR UTILS CORP | 8 | 8 | 0.59% | 1.04% | 1.78% | Q4 2021 | Q3 2023 | 8 |
| STN | STANTEC INC | 4 | 3 | 1.41% | 5.76% | 10.91% | Q4 2021 | Q3 2023 | 7 |
| JPM | JPMORGAN CHASE & CO | 7 | 7 | 1.24% | 1.43% | 1.62% | Q1 2022 | Q3 2023 | 7 |
| AVGO | BROADCOM INC | 4 | 3 | 0.41% | 1.31% | 2.42% | Q4 2021 | Q3 2023 | 7 |
| SPGI | S&P GLOBAL INC | 7 | 7 | 0.86% | 1.21% | 1.87% | Q4 2021 | Q2 2023 | 7 |
| AMZN | AMAZON COM INC | 6 | 6 | 0.46% | 1.08% | 1.81% | Q2 2022 | Q3 2023 | 6 |
| ANSS | ANYS CORP | 5 | 1 | 0.64% | 1.06% | 1.45% | Q4 2021 | Q3 2023 | 6 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 5 | 5 | 1.07% | 1.35% | 1.72% | Q4 2021 | Q4 2022 | 5 |
| APH | AMPHENOL CORP CL A | 4 | 1 | 0.76% | 1.31% | 2.46% | Q4 2021 | Q1 2023 | 5 |
| DVN | DEVON ENERGY CORP | 5 | 5 | 0.78% | 1.17% | 1.44% | Q4 2021 | Q4 2022 | 5 |
| NTR | NUTRIEN LTD | 4 | 4 | 5.01% | 6.52% | 7.51% | Q4 2021 | Q3 2022 | 4 |
| CVE | CENOVUS ENERGY INC | 4 | 4 | 3.13% | 5.45% | 8.23% | Q1 2022 | Q4 2022 | 4 |
| BAH | BOOZ ALLEN HAMILTON | 4 | 4 | 0.83% | 1.65% | 2.17% | Q1 2022 | Q4 2022 | 4 |
| COST | COSTCO WHSL CORP | 3 | 1 | 0.96% | 1.51% | 2.07% | Q3 2022 | Q3 2023 | 4 |
| EOG | EOG RESOURSES INC | 4 | 4 | 0.75% | 1.27% | 2.40% | Q1 2022 | Q4 2022 | 4 |
| QSR | RESTAURANT BRANDS INC | 3 | 3 | 5.06% | 6.77% | 8.13% | Q4 2022 | Q2 2023 | 3 |
| FDX | FEDEX CORP | 3 | 3 | 2.00% | 2.14% | 2.40% | Q1 2023 | Q3 2023 | 3 |
| MA | MASTERCARD INCORPORATED | 3 | 3 | 1.74% | 1.91% | 2.14% | Q1 2023 | Q3 2023 | 3 |
| TFII | TFI INTL INC | 3 | 3 | 1.44% | 1.55% | 1.75% | Q4 2021 | Q2 2022 | 3 |
| MCK | MCKESSON CORP | 2 | 1 | 1.05% | 1.42% | 1.80% | Q3 2022 | Q3 2023 | 3 |
| BBU | BROOKFIELD BUSINESS PA... | 3 | 3 | 1.10% | 1.32% | 1.63% | Q4 2021 | Q2 2022 | 3 |
| TTEK | TETRA TECH INC | 2 | 1 | 0.51% | 0.86% | 1.23% | Q4 2021 | Q2 2023 | 3 |
| CCJ | CAMECO CORPORATION | 2 | 2 | 5.84% | 6.56% | 7.28% | Q2 2023 | Q3 2023 | 2 |
| ATS CORP CDA | 2 | 2 | 6.28% | 6.36% | 6.45% | Q2 2023 | Q3 2023 | 2 | |
| NUVEI CORP | 2 | 2 | 2.59% | 2.77% | 2.96% | Q4 2021 | Q1 2022 | 2 | |
| ESAB CORP | 2 | 2 | 1.18% | 1.72% | 2.27% | Q2 2023 | Q3 2023 | 2 | |
| BR | BROADRIDGE FINL SOLUTI... | 2 | 2 | 0.83% | 1.61% | 2.40% | Q4 2021 | Q1 2022 | 2 |
| LNG | CHENIERE ENERGY INC | 2 | 2 | 1.36% | 1.54% | 1.72% | Q3 2022 | Q4 2022 | 2 |
| BERY | BERRY GLOBAL GROUP INC | 2 | 2 | 0.69% | 1.18% | 1.66% | Q4 2021 | Q1 2022 | 2 |
| CME | CME GROUP INC | 2 | 2 | 0.74% | 0.98% | 1.21% | Q1 2022 | Q2 2022 | 2 |
| CSCO | CISCO SYS INC | 2 | 2 | 0.70% | 0.74% | 0.78% | Q4 2021 | Q1 2022 | 2 |
| ZTS | ZOETIS INC | 2 | 2 | 0.45% | 0.51% | 0.57% | Q4 2021 | Q1 2022 | 2 |
| CDW | CDW CORP | 2 | 2 | 0.45% | 0.48% | 0.50% | Q4 2021 | Q1 2022 | 2 |
| GFL | GFL ENVIRONMENTAL INC | 1 | 1 | 5.34% | 5.34% | 5.34% | Q2 2023 | Q2 2023 | 1 |
| TAC | TRANSALTA CORP | 1 | 1 | 4.95% | 4.95% | 4.95% | Q2 2023 | Q2 2023 | 1 |
| AGI | ALAMOS GOLD INC | 1 | 1 | 4.42% | 4.42% | 4.42% | Q1 2023 | Q1 2023 | 1 |
| TRP | TC ENERGY CORP | 1 | 1 | 2.76% | 2.76% | 2.76% | Q3 2022 | Q3 2022 | 1 |
| COP | CONOCOPHILLIPS | 1 | 1 | 1.85% | 1.85% | 1.85% | Q3 2023 | Q3 2023 | 1 |
| STKL | SUNOPTA INC | 1 | 1 | 1.59% | 1.59% | 1.59% | Q4 2022 | Q4 2022 | 1 |
| JACOBS SOLUTIONS INC | 1 | 1 | 1.45% | 1.45% | 1.45% | Q3 2023 | Q3 2023 | 1 | |
| ENTG | ENTEGRIS INC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q2 2023 | Q2 2023 | 1 |
| BMI | BADGER METER INC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q2 2023 | Q2 2023 | 1 |
| EVR | EVERCORE INC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q4 2021 | Q4 2021 | 1 |
| IBP | INSTALLED BUILDING PRO... | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2021 | Q4 2021 | 1 |
| NSP | INSPERITY INC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2021 | Q4 2021 | 1 |
| MPC | MARATHON PETROLEUM CORP | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2023 | Q3 2023 | 1 |
| BABA | ALIBABA GROUP HOLDINGS... | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2023 | Q3 2023 | 1 |
| IPGP | IPG PHOTONICS CORP | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2021 | Q4 2021 | 1 |
| BROOKFIELD BUSINESS CORP | 1 | 1 | 0.67% | 0.67% | 0.67% | Q2 2022 | Q2 2022 | 1 | |
| VRSK | VERISK ANALYTICS INC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2021 | Q4 2021 | 1 |
| BTCY | BIOTRICITY INC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
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The securities at the top of the list , including CBOE GLOBAL MKTS INC, BK OF AMERICA INC, and INTERCONTINENTAL EXCHANGE IN, are the highest-conviction holdings of Caldwell Investment Management Ltd..
The conviction is calculated by counting the number of quarters a security has been reported by Caldwell Investment Management Ltd.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Caldwell Investment Management Ltd. owns currently or has owned in the past.