Canada Important Natural Resource Companies
Scope and Method
This note uses S&P/TSX Capped Composite index ETF fact sheets as a practical proxy for “percentage on TSX”. Because weights change frequently, treat all percentages as snapshot values.
TSX Natural Resource Weight (Sector Level)
(Using BMO ZCN factsheet, data as of Sep 30, 2025)
| Sector | Weight on TSX proxy |
|---|---|
| Materials | 16.95% |
| Energy | 15.72% |
| Total natural resource exposure (Energy + Materials) | 32.67% |
Important Canadian Natural Resource Companies
With published TSX-proxy weights in source snapshots
| Company | Ticker | Segment | TSX weight (snapshot) | Source |
|---|---|---|---|---|
| Enbridge | ENB | Energy infrastructure | 3.55% | ZCN factsheet (Sep 30, 2025) |
| Agnico Eagle Mines | AEM | Gold mining (Materials) | 2.73% | ZCN factsheet (Sep 30, 2025) |
| Enbridge | ENB | Energy infrastructure | 3.54% | XIC factsheet (recent snapshot) |
| Agnico Eagle Mines | AEM | Gold mining (Materials) | 2.44% | XIC factsheet (recent snapshot) |
Other important names to track (weight not fixed in this note)
- Canadian Natural Resources (CNQ)
- Suncor Energy (SU)
- Cenovus Energy (CVE)
- Imperial Oil (IMO)
- Canadian Utilities / TC Energy (infrastructure exposure)
- Nutrien (NTR)
- Barrick Mining (ABX)
- Teck Resources (TECK)
How to use this note
- Use sector share (Energy + Materials) to judge TSX cycle sensitivity.
- Track monthly weight changes for ENB/AEM and other major names.
- Separate commodity-price risk (oil/metals) from company-specific execution risk.
References
- BMO ZCN factsheet (sector allocation + top holdings, Sep 30, 2025):
- BlackRock XIC factsheet (top holdings snapshot):
- XIC fund page (benchmark reference):