Northwest & Ethical Investments L.P.

Position in AOS — Smith A O Corp

CIK 2033536 TORONTO, A6

Position in AOS

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$16,921,918

-$938,185 QoQ

Shares Held

256,626

-3.9% QoQ

Ownership

0.189%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Northwest & Ethical Investments L.P. holds $40,948,288 across 13 Specialty Industrial Machinery names.

#	Ticker	Company	Shares	Value (USD)
1	XYL	Xylem Inc.	149,084	$17,623,219
2	ETN	Eaton Corp plc	36,478	$15,544,005
3	GEV	GE Vernova Inc.	1,212	$1,423,930
4	ITW	Illinois Tool Works Inc	4,270	$1,154,906
5	EMR	Emerson Electric Co	7,640	$1,093,666
6	GGG	Graco Inc	12,775	$965,917
7	IR	Ingersoll Rand Inc.	11,033	$904,595
8	ROK	Rockwell Automation, Inc	1,739	$860,944

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$16,921,918	256,626	-3.9%	Shares	Sole	2026-05-14
2025-12-31	$17,860,103	267,047	-7.8%	Shares	Sole	2026-02-17
2025-09-30	$21,262,766	289,644	+45.2%	Shares	Sole	2025-11-12
2025-06-30	$13,076,493	199,428	-1.9%	Shares	Sole	2025-08-13
2025-03-31	$13,292,720	203,377	+788.9%	Shares	Sole	2025-05-13
2023-12-31	$1,886,144	22,879	0.0%	Shares	Sole	2025-07-09
2023-09-30	$1,512,988	22,879	+1.8%	Shares	Sole	2025-07-09
2023-06-30	$1,635,803	22,476	+1.8%	Shares	Sole	2025-07-09
2023-03-31	$1,526,347	22,073	0.0%	Shares	Sole	2025-07-09
2022-12-31	$1,263,458	22,073	+29.3%	Shares	Sole	2025-07-09
2022-09-30	$829,552	17,076	-2.7%	Shares	Sole	2025-07-09
2022-06-30	$959,305	17,544	+60.2%	Shares	Sole	2025-07-09
2022-03-31	$699,467	10,948	-19.9%	Shares	Sole	2025-07-09
2021-12-31	$1,173,054	13,664	—	Shares	Sole	2025-07-09
No filing history on record for this holder in this stock.