Kraken Robotics Inc

• MI Mawer Investment Management Mawer Quarterly ↗ Mawer trimmed King Slide, ASPEED Technology, Sandisk, KLA Corp, and Shopify as valuations and AI-related risk became less attractive, while adding to Topicus.com. The portfolios retained energy, real-asset, and financial exposure as higher yields and commodity prices broadened market leadership, and shifted balanced portfolios toward shorter-duration fixed income and cash late in August. Third Quarter 2026 2059 $25BBN $97BKXIAY $15T +3

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