Nexus Investment Management ULC

**Nexus Investment Management ULC** manages $734M across a diversified portfolio of 70 positions. The fund exhibits significant concentration in technology and industrials, with top holdings including GOOG ($65.0M) and JPM ($61.0M). Further notable allocations include CSCO ($49.6M), TRVC ($45.5M), and AEP ($45.3M). This structure suggests a conviction-driven approach targeting established market leaders across key sectors.

📌 Top Holdings