Diff de portefeuille
Connor, Clark & Lunn Investment Management Ltd.
Q1 2026 ⇄ Q2 2026
+150Ajouté
−150Supprimé
200Redimensionné
28Inchangé
Ajouté (Q2 2026)
Supprimé (était détenu dans Q1 2026)
Positions redimensionnées
| Titre | Q1 2026 actions | Q2 2026 actions | Variation |
|---|---|---|---|
| PHM PULTE GROUP INC | 2.07K | 88.06K | +4156.4% |
| OKE ONEOK INC NEW | 19.22K | 438.94K | +2183.8% |
| ABEV AMBEV SA | 22.03K | 460.36K | +1989.6% |
| ATOM ATOMERA INC | 21.09K | 352.20K | +1570.2% |
| RDDT REDDIT INC | 5.65K | 85.04K | +1404.9% |
| BMM BLUE MOON METALS INC | 274.03K | 3.88M | +1314.3% |
| APH AMPHENOL CORP | 7.06K | 87.64K | +1141.0% |
| IR INGERSOLL RAND INC | 2.76K | 33.27K | +1104.5% |
| CLSK CLEANSPARK INC | 181.16K | 2.18M | +1103.5% |
| VZLA VIZSLA SILVER CORP | 238.80K | 2.83M | +1084.6% |
| CME CME GROUP INC | 1.61K | 18.64K | +1056.5% |
| LPLA LPL FINL HLDGS INC | 1.24K | 14.29K | +1048.6% |
| MUSA MURPHY USA INC | 997 | 11.09K | +1012.5% |
| AMN AMN HEALTHCARE SVCS INC | 18.58K | 186.80K | +905.4% |
| NCLH NORWEGIAN CRUISE LINE… | 13.27K | 106.82K | +704.9% |
| NMRK NEWMARK GROUP INC | 27.95K | 224.80K | +704.3% |
| LKQ LKQ CORP | 7.95K | 61.90K | +678.9% |
| BOOT BOOT BARN HLDGS INC | 2.93K | 21.52K | +634.3% |
| ZIM ZIM INTEGRATED SHIPPING… | 8.86K | 62.73K | +607.7% |
| FANG DIAMONDBACK ENERGY INC | 46.66K | 305.96K | +555.8% |
| TENB TENABLE HLDGS INC | 91.89K | 550.27K | +498.9% |
| BJ BJS WHSL CLUB HLDGS INC | 13.03K | 77.54K | +495.1% |
| ERO ERO COPPER CORP | 125.60K | 745.51K | +493.6% |
| S SENTINELONE INC | 12.47K | 71.21K | +471.1% |
| SILC SILICOM LTD | 12.42K | 69.02K | +455.7% |
| GPC GENUINE PARTS CO | 29.55K | 154.39K | +422.4% |
| ASO ACADEMY SPORTS &… | 33.13K | 168.70K | +409.2% |
| PTEN PATTERSON-UTI ENERGY INC | 63.59K | 320.19K | +403.5% |
| RMD RESMED INC | 29.26K | 142.30K | +386.3% |
| INSM INSMED INC | 46.23K | 212.68K | +360.0% |
| TRNO TERRENO RLTY CORP | 6.72K | 30.09K | +347.6% |
| ANET ARISTA NETWORKS INC | 44.25K | 192.34K | +334.7% |
| MX MAGNACHIP SEMICONDUCTOR… | 96.72K | 412.85K | +326.8% |
| FNV FRANCO NEV CORP | 149.47K | 632.47K | +323.2% |
| DD DUPONT DE NEMOURS INC | 23.57K | 97.90K | +315.4% |
| CVLT COMMVAULT SYS INC | 16.49K | 68.36K | +314.7% |
| CSCO CISCO SYS INC | 71.12K | 293.98K | +313.4% |
| TFII TFI INTERNATIONAL INC | 230.13K | 950.31K | +312.9% |
| XP XP INC | 84.47K | 348.65K | +312.7% |
| PUMP PROPETRO HLDG CORP | 161.97K | 655.94K | +305.0% |
| EFX EQUIFAX INC | 5.87K | 23.76K | +304.5% |
| CVGI COMMERCIAL VEH GROUP INC | 28.84K | 112.54K | +290.2% |
| RF REGIONS FINANCIAL CORP… | 60.88K | 235.23K | +286.4% |
| MRTN MARTEN TRANS LTD | 33.04K | 125.45K | +279.7% |
| WAFD WAFD INC | 7.82K | 29.45K | +276.6% |
| KD KYNDRYL HLDGS INC | 118.67K | 446.67K | +276.4% |
| PCOR PROCORE TECHNOLOGIES INC | 4.28K | 16.01K | +274.3% |
| ONB OLD NATL BANCORP IND | 10.99K | 40.56K | +269.0% |
| MAA MID-AMER APT CMNTYS INC | 2.76K | 9.71K | +252.3% |
| ADT ADT INC DEL | 178.57K | 614.36K | +244.0% |
| ALHC ALIGNMENT HEALTHCARE INC | 46.93K | 152.55K | +225.1% |
| LTC LTC PPTYS INC | 9.61K | 31.04K | +223.1% |
| FLO FLOWERS FOODS INC | 327.59K | 1.06M | +223.0% |
| BHE BENCHMARK ELECTRS INC | 3.91K | 12.54K | +220.7% |
| KVHI KVH INDS INC | 13.27K | 42.38K | +219.3% |
| INTU INTUIT | 6.36K | 20.27K | +218.6% |
| AIP ARTERIS INC | 48.00K | 151.91K | +216.5% |
| SPXC SPX TECHNOLOGIES INC | 6.65K | 20.99K | +215.7% |
| MO ALTRIA GROUP INC | 59.75K | 183.91K | +207.8% |
| HLNE HAMILTON LANE INC | 4.06K | 12.42K | +205.6% |
| AU ANGLOGOLD ASHANTI PLC | 74.70K | 218.76K | +192.9% |
| BCE BCE INC | 945.99K | 2.65M | +180.2% |
| CRSR CORSAIR GAMING INC | 100.86K | 282.48K | +180.1% |
| SHW SHERWIN WILLIAMS CO | 24.35K | 68.19K | +180.1% |
| CAVA CAVA GROUP INC | 31.13K | 87.07K | +179.7% |
| GSM FERROGLOBE PLC | 105.86K | 292.54K | +176.3% |
| MBLY MOBILEYE GLOBAL INC | 639.48K | 1.75M | +173.8% |
| BANF BANCFIRST CORP | 5.11K | 13.79K | +169.6% |
| CGNX COGNEX CORP | 39.76K | 105.97K | +166.5% |
| GSIT GSI TECHNOLOGY INC | 116.35K | 308.52K | +165.2% |
| BHP BHP BILLITON LIMITED | 98.99K | 261.51K | +164.2% |
| SMFG SUMITOMO MITSUI FIN GRP… | 97.20K | 252.93K | +160.2% |
| CRVS CORVUS PHARMACEUTICALS… | 83.91K | 217.75K | +159.5% |
| KALU KAISER ALUMINIUM… | 5.81K | 14.99K | +157.8% |
| ALTG ALTA EQUIPMENT GROUP INC | 42.27K | 108.29K | +156.2% |
| SKY CHAMPION HOMES INC | 19.69K | 49.66K | +152.2% |
| ELAN ELANCO ANIMAL HEALTH INC | 38.41K | 95.38K | +148.3% |
| ORCL ORACLE CORP | 5.28K | 13.10K | +147.9% |
| APAM ARTISAN PARTNERS ASSET… | 111.47K | 274.87K | +146.6% |
| ELME ELME COMMUNITIES | 76.06K | 185.42K | +143.8% |
| SSB SOUTHSTATE BK CORP | 4.00K | 9.70K | +142.8% |
| UA UNDER ARMOUR INC | 297.69K | 714.55K | +140.0% |
| T AT&T INC | 90.92K | 218.12K | +139.9% |
| VICR VICOR CORP | 1.40K | 3.34K | +138.5% |
| NKE NIKE INC | 244.54K | 581.98K | +138.0% |
| CAH CARDINAL HEALTH INC | 1.50K | 3.55K | +137.6% |
| HQY HEALTHEQUITY INC | 8.62K | 20.33K | +136.0% |
| DKS DICKS SPORTING GOODS INC | 35.01K | 81.34K | +132.3% |
| IX ORIX CORP | 70.44K | 162.56K | +130.8% |
| KKR KKR & CO INC | 26.12K | 60.17K | +130.4% |
| VICI VICI PPTYS INC | 87.74K | 200.40K | +128.4% |
| EXR EXTRA SPACE STORAGE INC | 34.76K | 78.34K | +125.4% |
| WT WISDOMTREE INC | 218.27K | 487.77K | +123.5% |
| KLRS KALARIS THERAPEUTICS INC | 13.65K | 30.01K | +119.8% |
| EXPE EXPEDIA GROUP INC | 37.42K | 81.57K | +118.0% |
| LILA LIBERTY LATIN AMERICA… | 82.53K | 179.83K | +117.9% |
| ACLS AXCELIS TECHNOLOGIES INC | 15.68K | 34.04K | +117.1% |
| UGP ULTRAPAR PARTICIPACOES… | 270.26K | 586.33K | +116.9% |
| DIN DINE BRANDS GLOBAL INC | 9.36K | 20.07K | +114.5% |
| GBCI GLACIER BANCORP INC NEW | 30.95K | 66.30K | +114.2% |
| ASX ASE TECHNOLOGY HLDG CO… | 566.01K | 1.20M | +111.9% |
| CF CF INDUSTRIES HOLD | 42.39K | 89.73K | +111.7% |
| OSG OCTAVE SPECIALTY GROUP… | 144.30K | 302.91K | +109.9% |
| CARR CARRIER GLOBAL… | 93.00K | 193.33K | +107.9% |
| BURL BURLINGTON STORES INC | 6.15K | 12.74K | +107.2% |
| TG TREDEGAR CORP | 47.51K | 98.40K | +107.1% |
| HTZ HERTZ GLOBAL HLDGS INC | 540.16K | 1.11M | +105.3% |
| DPZ DOMINOS PIZZA INC | 37.66K | 77.31K | +105.3% |
| E ENI SPA | 81.51K | 166.48K | +104.2% |
| CRUS CIRRUS LOGIC INC | 22.56K | 45.95K | +103.7% |
| TEX TEREX CORP NEW | 33.65K | 68.53K | +103.6% |
| NVO NOVO-NORDISK A S | 46.92K | 95.47K | +103.5% |
| BKH BLACK HILLS CORP | 281.44K | 3 | -100.0% |
| GH GUARDANT HEALTH INC | 254.79K | 3 | -100.0% |
| UMC UNITED MICROELECTRONICS… | 710.08K | 9 | -100.0% |
| KEX KIRBY CORP | 155.00K | 2 | -100.0% |
| SSL SASOL LTD | 1.88M | 26 | -100.0% |
| CC CHEMOURS CO | 777.73K | 11 | -100.0% |
| CAG CONAGRA BRANDS INC | 1.15M | 18 | -100.0% |
| CPT CAMDEN PPTY TR | 91.36K | 2 | -100.0% |
Comparaison brute du nombre d'actions entre les deux trimestres sélectionnés (tel que déclaré ; les divisions intervenues entre trimestres éloignés ne sont pas ajustées ici — les onglets de variation trimestrielle sur la page du gestionnaire sont ajustés pour les divisions). Positions en actions ordinaires avec tickers mappés uniquement.
Provenance: Les deux instantanés proviennent des tableaux d'information 13F analysés du gérant (dernières versions acceptées).
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