Canadian Natural Resources LTD

• BC Barometer Capital Management 3report ↗ Barometer's Pools cut AI-infrastructure exposure, exiting Caterpillar, GE Vernova, Howmet and Lam Research as momentum reversed, while adding Canadian integrated oil producers and rotating toward enterprise software and drug developers benefiting from AI adoption. The Global Macro Pool paired commodity exposure with shorts in long-duration bonds and moved net short North American equities as yields rose. third quarter 2026 AAPL $4.8TCAT $286BCNQ $116B +8

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