Canadian Materials ROE over 20

Fastenal

Market Cap: US$53.3b

Engages in the wholesale distribution of industrial and construction supplies in the United States, Canada, Mexico, and internationally.

Target

Market Cap: US$52.4b

Operates as a general merchandise retailer in the United States.

Ferguson Enterprises

Market Cap: US$51.1b

Operates as a distributor serving the water and air specialized professional in the United States and Canada.

Autodesk

Market Cap: US$48.9b

Provides 3D design, engineering, and entertainment technology solutions worldwide.

Cheniere Energy

Market Cap: US$47.5b

An energy infrastructure company, primarily engages in the liquefied natural gas (LNG) related businesses in the United States.

Comfort Systems USA

Market Cap: US$47.1b

Provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States.

Delta Air Lines

Market Cap: US$44.8b

Provides scheduled air transportation for passengers and cargo in the United States and internationally.

Rockwell Automation

Market Cap: US$44.3b

Provides industrial automation and digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

Carnival Corporation &

Market Cap: US$43.9b

A cruise company, provides leisure travel services in North America, Australia, Europe, and internationally.

Alnylam Pharmaceuticals

Market Cap: US$41.7b

Alnylam Pharmaceuticals, Inc. discovers, develops, manufactures, and commercializes therapeutics based on ribonucleic acid interference in the United States, Europe, and internationally.

Old Dominion Freight Line

Market Cap: US$40.4b

Operates as a less-than-truckload motor carrier in the United States and North America.

Lumentum Holdings

Market Cap: US$40.2b

Manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Hartford Insurance Group

Market Cap: US$39.1b

Provides insurance and financial services to individual and business customers in the United States, the United Kingdom, and internationally.

eBay

Market Cap: US$37.2b

Operates marketplace platforms that connect buyers and sellers in the United States, the United Kingdom, China, Germany, and internationally.

PayPal Holdings

Market Cap: US$37.1b

Operates a technology platform that enables digital payments for merchants and consumers worldwide.

ResMed

Market Cap: US$36.8b

Develops, manufactures, distributes, and markets medical devices and cloud-based software applications to diagnose, treat, and manage respiratory disorders in the United States and internationally.

GE HealthCare Technologies

Market Cap: US$36.6b

Engages in the development, manufacture, and marketing of products, services, and complementary digital solutions used in the diagnosis, treatment, and monitoring of patients in the United States, Canada, and internationally.

EMCOR Group

Market Cap: US$35.8b

Provides electrical and mechanical construction and facilities, building, and industrial services in the United States and the United Kingdom.

United Airlines Holdings

Market Cap: US$35.3b

Through its subsidiaries, provides air transportation services in the United States, Canada, Atlantic, the Pacific, and Latin America.

Charter Communications

Market Cap: US$34.0b

Operates as a broadband connectivity company in the United States.

Paychex

Market Cap: US$33.9b

Provides human capital management solutions (HCM) for payroll, employee benefits, human resources (HR), and insurance services for small to medium-sized businesses in the United States, Europe, and India.

Waters

Market Cap: US$31.7b

Provides analytical workflow solutions in Asia, the Americas, and Europe.

Restaurant Brands International

Market Cap: US$31.3b

Operates as a quick-service restaurant company in Canada, the United States, and internationally.

Ulta Beauty

Market Cap: US$30.3b

Operates as a specialty beauty retailer in the United States, Mexico, and Kuwait.

Texas Pacific Land

Market Cap: US$29.8b

Engages in the land and resource management, and water services and operations businesses.

Tractor Supply

Market Cap: US$29.1b

Operates as a rural lifestyle retailer in the United States.

Cboe Global Markets

Market Cap: US$28.8b

Through its subsidiaries, operates as an options exchange in the United States and internationally.

IQVIA Holdings

Market Cap: US$28.3b

Provides clinical research services, commercial insights, and healthcare intelligence to the life sciences and healthcare industries in the Americas, Europe, Africa, and the Asia-Pacific.

Rollins

Market Cap: US$27.9b

Through its subsidiaries, provides pest and wildlife control services and protection to residential and commercial customers in the United States and internationally.

Hubbell

Market Cap: US$27.9b

Manufactures and sells electrical and utility solutions in the United States and internationally.

Willis Towers Watson

Market Cap: US$27.4b

Operates as an advisory, broking, and solutions company worldwide.

DexCom

Market Cap: US$26.9b

A medical device company, focuses on the design, development, and commercialization of continuous glucose monitoring (CGM) systems for the management of diabetes and metabolic health in the United States and internationally.

General Mills

Market Cap: US$25.8b

Manufactures and markets branded consumer foods in the United States and internationally.

Dollar Tree

Market Cap: US$25.1b

Operates retail discount stores under the Dollar Tree and Dollar Tree Canada brands in the United States and Canada.

TechnipFMC

Market Cap: US$24.8b

Engages in the energy projects, technologies, systems, and services businesses in Europe, Central Asia, North America, Latin America, the Asia Pacific, Africa, the Middle East, and internationally.

Synchrony Financial

Market Cap: US$24.8b

Operates as a consumer financial services company in the United States.