Am I missing something when I go to the companies here all of them except SAP are USA companies? So this research is just pointing out that Canada spends all it's software money in the USA?

I'm in public sector IT and yes, Microsoft Canada is considered a Canadian company. And yes, it's dumb as hell.

As a response to the tariffs we were told to use Canadian companies, and lo and behold, all of our big name software companies were magically Canadian.

Mostly because it's easier to get a Canadian visa and pay less. I can't tell you how many times I've seen this in hiring panels.