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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

NICOLA WEALTH MANAGEMENT LTD.

Quarter ended Q1 2023 · Filed February 9, 2023 · Accession 0001734493-23-000002

Total Value
$986.3M
Positions
116
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (116)

#IssuerTicker / CUSIPSharesValue% of Filing
1BANK NOVA SCOTIA HALIFAX0641491071,500,000$73.4M7.44%
2WALMART INCWMT192,400$27.3M2.77%
3ROYAL BK CDA SUSTAINABL780087102276,090$25.9M2.63%
4SHELL PLCRYDAF453,600$25.8M2.62%
5SUNCOR ENERGY INC NEWSU812,300$25.7M2.61%
6VISA INCV123,500$25.7M2.60%
7ROSS STORES INCROST189,700$22.0M2.23%
8AT&T INCT-PC1,191,700$21.9M2.22%
9BLACKROCK INCBLK30,900$21.9M2.22%
10TC ENERGY CORPTRPRF544,670$21.7M2.20%
11MICROSOFT CORPMSFT90,160$21.6M2.19%
12ELECTRONIC ARTS INCEA175,100$21.4M2.17%
13DEERE & CODE47,700$20.5M2.07%
14BOSTON SCIENTIFIC CORPBSX428,400$19.8M2.01%
15TORONTO DOMINION BK ONTTORO303,000$19.6M1.98%
16CROWN HLDGS INCCCK234,000$19.2M1.95%
17CANADIAN NAT RES LTD136385101327,300$18.1M1.84%
18CANADIAN PAC RY LTD13645T100238,500$17.7M1.80%
19PFIZER INCPFE339,400$17.4M1.76%
20UNITEDHEALTH GROUP INCUNH32,400$17.2M1.74%
21UNION PAC CORPUNP81,800$16.9M1.72%
22ALPHABET INCGOOG187,100$16.5M1.67%
23BANK AMERICA CORP060505104456,700$15.1M1.53%
24ROGERS COMMUNICATIONS INCRCIAF322,900$15.1M1.53%
25CANADIAN NATL RY CO136375102126,800$15.0M1.52%
26JPMORGAN CHASE & COVYLD108,200$14.5M1.47%
27AIR PRODS & CHEMS INCAIIR44,000$13.6M1.38%
28AGNICO EAGLE MINES LTDAEM238,100$12.3M1.25%
29ADOBE SYSTEMS INCORPORATEDADBE34,700$11.7M1.18%
30LOWES COS INC54866110757,600$11.5M1.16%
31HYATT HOTELS CORPH122,500$11.1M1.12%
32S&P GLOBAL INCSPGI31,300$10.5M1.06%
33NXP SEMICONDUCTORS N VNXPI65,300$10.3M1.05%
34THERMO FISHER SCIENTIFIC INCTMO18,500$10.2M1.03%
35COSTCO WHSL CORP NEW22160K10521,800$10.0M1.01%
36CHENIERE ENERGY INCLNG65,600$9.8M1.00%
37FREEPORT-MCMORAN INCFCX249,800$9.5M0.96%
38APPLE INCAAPL70,000$9.1M0.92%
39TAIWAN SEMICONDUCTOR MFG LTD874039100121,000$9.0M0.91%
40EDWARDS LIFESCIENCES CORPEW114,000$8.5M0.86%
41NETFLIX INCNFLX27,500$8.1M0.82%
42BROOKFIELD INFRAST PARTNERSG16252101248,650$7.7M0.78%
43SEAGATE TECHNOLOGY HLDNGS PLSE143,900$7.6M0.77%
44AMAZON COM INCAMZN89,900$7.6M0.77%
45WESCO INTL INC95082P10553,800$6.7M0.68%
46TELUS CORPORATIONTU315,000$6.1M0.62%
47NORTHROP GRUMMAN CORPNOC11,100$6.1M0.61%
48EVOQUA WATER TECHNOLOGIES CO30057T105150,000$5.9M0.60%
49NEXTERA ENERGY INCNEE-PW71,000$5.9M0.60%
50NEXTERA ENERGY PARTNERS LPNEE-PW84,000$5.9M0.60%
51GALLAGHER ARTHUR J & CO36357610930,100$5.7M0.58%
52AMERICAN WTR WKS CO INC NEW03042010337,000$5.6M0.57%
53BROOKFIELD CORP11271J107174,700$5.5M0.56%
54SUNRUN INCRUN220,000$5.3M0.54%
55HANNON ARMSTRONG SUST INFR C41068X100180,000$5.2M0.53%
56BROOKFIELD RENEWABLE PARTNERG16258108200,000$5.1M0.51%
57BARINGS BDC INCBBDC614,000$5.0M0.51%
58XYLEM INCXYL45,000$5.0M0.50%
59BROOKFIELD ASSET MANAGMT LTD113004105172,984$4.9M0.50%
60WASTE MGMT INC DEL94106L10931,500$4.9M0.50%
61TELUS INTL CDA INCTU248,737$4.9M0.50%
62MAGNA INTL INC55922240187,300$4.9M0.50%
63ENVIVA INC29415B10392,000$4.9M0.49%
64ITRON INCITRI94,000$4.8M0.48%
65ORMAT TECHNOLOGIES INCORA55,000$4.8M0.48%
66PROLOGIS INC.PLDGP42,148$4.7M0.48%
67ENPHASE ENERGY INCENPH16,000$4.2M0.43%
68AMERESCO INCAMRC74,000$4.2M0.43%
69PLUG POWER INCPLUG340,000$4.2M0.43%
70WASTE CONNECTIONS INCWCN29,600$3.9M0.40%
71TPI COMPOSITES INCTPICQ380,000$3.9M0.39%
72CADENCE DESIGN SYSTEM INCCDNS22,300$3.6M0.36%
73EQUINIX INCEQIX5,287$3.5M0.35%
74CHARGEPOINT HOLDINGS INCCHPT335,000$3.2M0.32%
75BLOOM ENERGY CORPBE160,000$3.1M0.31%
76PUBLIC STORAGEPSA-PS10,588$3.0M0.30%
77ARRAY TECHNOLOGIES INCARRY150,000$2.9M0.29%
78NUVEI CORPORATIONNU111,800$2.8M0.29%
79SUN CMNTYS INC86667410419,416$2.8M0.28%
80FLUENCE ENERGY INCFLNC160,000$2.7M0.28%
81REXFORD INDL RLTY INC76169C10047,619$2.6M0.26%
82STEM INCSTEM275,000$2.5M0.25%
83WELLTOWER INCWELL37,435$2.4M0.25%
84CONSTELLATION ENERGY CORPCEG28,000$2.4M0.24%
85BALLARD PWR SYS INC NEWBALL500,000$2.4M0.24%
86GOLUB CAP BDC INC38173M102169,000$2.2M0.23%
87SILGAN HOLDINGS INCSLGN30,900$2.2M0.22%
88COCA COLA CONS INCCOKE3,060$2.1M0.22%
89SANMINA CORPORATIONSANM27,100$2.1M0.21%
90INVITATION HOMES INCINVH70,689$2.1M0.21%
91JABIL INCJBL22,500$2.1M0.21%
92ALEXANDRIA REAL ESTATE EQ IN01527110914,274$2.1M0.21%
93UDR INCUDR53,655$2.1M0.21%
94HEALTHPEAK PROPERTIES INCDOC77,700$1.9M0.20%
95CARTERS INCCRI19,100$1.9M0.20%
96KIMCO RLTY CORP49446R10989,960$1.9M0.19%
97HANCOCK WHITNEY CORPORATIONHWCPZ29,000$1.9M0.19%
98PATTERSON COS INC70339510349,800$1.9M0.19%
99BENCHMARK ELECTRS INC08160H10151,600$1.9M0.19%
100BRINKS COBCO25,600$1.9M0.19%
101ESSENTIAL PPTYS RLTY TR INC29670E10779,293$1.9M0.19%
102EDGEWELL PERS CARE CO28035Q10235,200$1.8M0.19%
103APTIV PLCAPTV19,000$1.8M0.18%
104BEAM GLOBALBEEM100,000$1.7M0.18%
105HELMERICH & PAYNE INCHP25,900$1.7M0.18%
106NABORS INDUSTRIES LTDNBRWF8,200$1.7M0.17%
107PRECISION DRILLING CORPPDS16,000$1.7M0.17%
108RESIDEO TECHNOLOGIES INCREZI73,600$1.6M0.17%
109AMERICAN TOWER CORP NEW03027X1006,875$1.5M0.15%
110SHOPIFY INCSHOP38,200$1.3M0.13%
111VICI PPTYS INC92565210940,913$1.3M0.13%
112CAMDEN PPTY TR13313110211,800$1.3M0.13%
113DOUGLAS EMMETT INCDEI74,010$1.2M0.12%
114HOST HOTELS & RESORTS INCHST67,429$1.1M0.11%
115RADIUS GLOBAL INFRASTRCTRE I75048110363,377$747,7620.08%
116PIMCO DYNAMIC INCOME OPRNTS69355M10754,000$688,3340.07%