AGF Investments America as of June 30, 2022
Portfolio Holdings for AGF Investments America
AGF Investments America holds 27 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Danaher Corporation (DHR) | 9.5 | $24M | 95k | 253.52 | |
| Thermo Fisher Scientific (TMO) | 8.7 | $22M | 41k | 543.28 | |
| Tetra Tech (TTEK) | 7.4 | $19M | 137k | 136.55 | |
| Amphenol Corporation (APH) | 5.6 | $14M | 222k | 64.38 | |
| Albemarle Corporation (ALB) | 5.6 | $14M | 68k | 208.97 | |
| Valmont Industries (VMI) | 5.0 | $13M | 56k | 224.64 | |
| Analog Devices (ADI) | 5.0 | $13M | 86k | 146.09 | |
| Trimble Navigation (TRMB) | 4.8 | $12M | 210k | 58.23 | |
| Stantec (STN) | 4.1 | $10M | 235k | 43.81 | |
| Cummins (CMI) | 4.0 | $10M | 52k | 193.54 | |
| American Water Works (AWK) | 3.7 | $9.4M | 63k | 148.77 | |
| Xylem (XYL) | 3.7 | $9.3M | 119k | 78.18 | |
| Ecolab (ECL) | 3.5 | $8.9M | 58k | 153.77 | |
| Trex Company (TREX) | 3.5 | $8.8M | 162k | 54.42 | |
| Garmin (GRMN) | 3.3 | $8.5M | 86k | 98.25 | |
| Delphi Automotive Inc international (APTV) | 3.2 | $8.2M | 92k | 89.07 | |
| Brookfield Renewable Partners Ltd Part (BEP) | 2.6 | $6.7M | 193k | 34.75 | |
| Advanced Drain Sys Inc Del (WMS) | 2.5 | $6.4M | 71k | 90.06 | |
| 4068594 Enphase Energy (ENPH) | 2.2 | $5.6M | 29k | 195.24 | |
| Ansys (ANSS) | 2.2 | $5.5M | 23k | 239.30 | |
| Ball Corporation (BALL) | 2.2 | $5.5M | 80k | 68.77 | |
| Quanta Services (PWR) | 2.0 | $5.1M | 40k | 125.35 | |
| Hannon Armstrong Sustainable Infrastructure Capital Inc. REIT Reit (HASI) | 2.0 | $5.0M | 133k | 37.86 | |
| Brookfield Renewable Corp (BEPC) | 1.6 | $4.1M | 116k | 35.62 | |
| Wolfspeed (WOLF) | 1.5 | $3.7M | 58k | 63.46 | |
| Plug Power (PLUG) | 0.4 | $1.0M | 63k | 16.57 | |
| Allbirds Cl A Ord (BIRD) | 0.3 | $757k | 193k | 3.93 |
