Here’s a clean, data‑driven breakdown of which TTCS components are contributing the most to the index’s uptrend, using the freshest available component and weight information from the search results.
📊 1. TTCS Is Driven by a Few Heavyweights
The S&P/TSX Capped Consumer Staples Index is extremely top‑heavy. Based on the iShares XST ETF (which directly tracks TTCS), the top weights are:
| Company | Weight in TTCS | Impact on Index |
|---|---|---|
| Loblaw (L) | 25.46% | #1 driver — any move in L heavily influences TTCS |
| Alimentation Couche‑Tard (ATD) | 25.36% | #2 driver — nearly equal influence to Loblaw |
| Metro (MRU) | 14.89% | #3 driver — meaningful but smaller |
| George Weston (WN) | 12.75% | #4 driver — solid contributor |
| Saputo (SAP) | 8.56% | Moderate contributor |
| Remaining 8 companies | ~13% combined | Minimal impact |
Together, L + ATD + MRU + WN = ~78% of the entire index.
So the uptrend is overwhelmingly driven by four stocks.
📈 2. Which Stocks Are Actually Rising?
From the TradingView component snapshot:
- Loblaw (L): Slight daily pullback in the snapshot, but long‑term trend remains strong.
- Alimentation Couche‑Tard (ATD): Also showed a small daily dip, but its multi‑year trend is one of the strongest in the TSX.
- Metro (MRU): Typically stable, defensive, and steadily rising.
- George Weston (WN): Historically strong performer tied to Loblaw.
- Saputo (SAP): More volatile, but improving after prior weakness.
Even if one of these names dips on a given day, the multi‑month trend for the group is upward — and because they dominate the index, TTCS rises with them.
🧩 3. Contribution Summary
Here’s the real impact hierarchy:
Major Drivers (≈80% of index movement)
- Loblaw (L) — largest weight, steady long‑term uptrend
- Alimentation Couche‑Tard (ATD) — strong multi‑year compounder
- Metro (MRU) — stable, defensive, consistent
- George Weston (WN) — benefits from Loblaw’s strength
Secondary Driver
- Saputo (SAP) — smaller but still meaningful
Minimal Contributors
Everything else in TTCS combined contributes less than any one of the top two stocks.
🎯 Bottom Line
The TTCS uptrend is almost entirely explained by:
- Loblaw (L)
- Alimentation Couche‑Tard (ATD)
- Metro (MRU)
- George Weston (WN)
These four names account for nearly 80% of the index and have been in sustained long‑term uptrends, pulling TTCS upward with them.
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