Watchlist

17 shown · 5 holdings · 17 core · 29 research

Core

AMAT

Core

Applied Materials

—

$404

—

Semicap

+0.11%

—

$398

ASML

Core

ASML Holding

EUV monopoly

—

$1,418

—

Semicap

-1.79%

—

$1,461

Core

Bloom Energy

—

$238

—

Convex optionality

+3.40%

—

$143

BEPC.TO

Core

Brookfield Renewable Corporation

—

C$56.09

—

Ballast

+2.52%

—

BN.TO

Core

Brookfield Corporation

monitor

—

C$62.18

—

Ballast

-1.61%

—

C$75.12

CCO.TO

Core

Cameco

wait for uranium pullback

—

C$169

—

Ballast

-1.97%

—

C$175

COHR

Core

Coherent

—

$338

—

Optics

-3.65%

—

$275

ENB.TO

Core

Enbridge

—

C$71.91

—

Ballast

+1.48%

—

EQT

Core

EQT

—

$58.93

—

Power

+0.36%

—

HPS.A.TO

Core

Hammond Power Solutions

wait for $180–200

—

C$266

—

Ballast

-1.12%

—

C$240

IREN

Core

IREN

—

$52.02

—

Convex optionality

+7.50%

—

$62.50

LRCX

Core

Lam Research

Leading etch/dep semicap

—

$259

—

Semicap

-2.63%

—

$261

MRVL

Core

Marvell Technology

—

$166

—

Silicon

+5.24%

—

$123

NBIS

Core

Nebius Group

AI infrastructure compute play with broadening analyst coverage; awaiting pullback to support for entry

—

$157

—

Convex optionality

+0.60%

—

$163

TSEM

Core

Tower Semiconductor

Tower Semi

—

$201

—

Convex optionality

-2.34%

—

$162

TSM

Core

Taiwan Semiconductor Manufacturing

TSMC ADR

—

$383

—

Semicap

-1.23%

—

$387

VFV.TO

Core

Vanguard S&P 500 Index ETF

—

C$173

—

Ballast

-0.19%

-3.18%

—

Market data updated 07:05 p.m.