Td Banknorth Inc

• MI Mawer Investment Management Mawer Quarterly ↗ Mawer Investment Management added selectively to AI-infrastructure beneficiaries, then trimmed positions whose prices had outrun fundamentals, including SK Hynix and Amphenol. It exited Wolters Kluwer and Kone, added to Shopify on weakness, and redeployed Canadian bank proceeds toward Onex, Intact Financial and other diversified financial and infrastructure businesses. Second Quarter 2026 2059 $25B402340 $78BAAON $5.2B +13

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