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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 Q2 2023 · Filed May 10, 2023 · Accession 0001734493-23-000004

Total Value
$1.01B
Positions
110
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (110)

#IssuerTicker / CUSIPSharesValue% of Filing
1BANK NOVA SCOTIA HALIFAX0641491071,500,000$75.5M7.45%
2TC ENERGY CORPTRPRF1,588,370$61.7M6.09%
3WALMART INCWMT192,400$28.4M2.80%
4VISA INCV123,500$27.8M2.75%
5ROYAL BK CDA SUSTAINABL780087102276,090$26.4M2.60%
6MICROSOFT CORPMSFT90,160$26.0M2.56%
7SUNCOR ENERGY INC NEWSU812,300$25.2M2.49%
8SHELL PLCRYDAF427,600$24.6M2.43%
9AT&T INCT-PC1,191,700$22.9M2.26%
10ELECTRONIC ARTS INCEA175,100$21.1M2.08%
11PROLOGIS INC.PLDGP163,748$20.4M2.02%
12ROSS STORES INCROST189,700$20.1M1.99%
13DEERE & CODE47,700$19.7M1.94%
14ALPHABET INCGOOG187,100$19.4M1.91%
15CANADIAN PAC RY LTD13645T100252,100$19.4M1.91%
16CROWN HLDGS INCCCK234,000$19.4M1.91%
17CANADIAN NAT RES LTD136385101346,100$19.1M1.89%
18BLACKROCK INCBLK27,700$18.5M1.83%
19TORONTO DOMINION BK ONTTORO303,000$18.1M1.79%
20UNION PAC CORPUNP81,800$16.5M1.62%
21HYATT HOTELS CORPH142,500$15.9M1.57%
22UNITEDHEALTH GROUP INCUNH32,400$15.3M1.51%
23CANADIAN NATL RY CO136375102126,800$14.9M1.48%
24TELUS CORPORATIONTU703,000$13.9M1.38%
25CUBESMARTCUBE290,100$13.4M1.32%
26PFIZER INCPFE319,400$13.0M1.29%
27ADOBE SYSTEMS INCORPORATEDADBE33,700$13.0M1.28%
28AIR PRODS & CHEMS INCAIIR44,000$12.6M1.25%
29NXP SEMICONDUCTORS N VNXPI65,300$12.2M1.20%
30CHENIERE ENERGY INCLNG75,600$11.9M1.18%
31BOSTON SCIENTIFIC CORPBSX235,000$11.8M1.16%
32TAIWAN SEMICONDUCTOR MFG LTD874039100121,000$11.3M1.11%
33SUN CMNTYS INC86667410479,016$11.1M1.10%
34FREEPORT-MCMORAN INCFCX265,800$10.9M1.07%
35COSTCO WHSL CORP NEW22160K10521,800$10.8M1.07%
36S&P GLOBAL INCSPGI31,300$10.8M1.06%
37THERMO FISHER SCIENTIFIC INCTMO18,500$10.7M1.05%
38WESCO INTL INC95082P10568,800$10.6M1.05%
39GALLAGHER ARTHUR J & CO36357610950,100$9.6M0.95%
40BROOKFIELD ASSET MANAGMT LTD113004105291,475$9.5M0.94%
41SEAGATE TECHNOLOGY HLDNGS PLSE143,900$9.5M0.94%
42AMAZON COM INCAMZN89,900$9.3M0.92%
43BANK AMERICA CORP060505104300,900$8.6M0.85%
44BROOKFIELD INFRAST PARTNERSG16252101248,650$8.4M0.83%
45MAGNA INTL INC559222401131,500$7.0M0.69%
46NUVEI CORPORATIONNU151,600$6.6M0.65%
47TELUS INTL CDA INCTU326,137$6.6M0.65%
48CAMDEN PPTY TR13313110262,200$6.5M0.64%
49STANTEC INCSTN106,600$6.2M0.61%
50LOWES COS INC54866110730,000$6.0M0.59%
51NETFLIX INCNFLX17,000$5.9M0.58%
52WASTE MGMT INC DEL94106L10931,500$5.1M0.51%
53AMERICAN WTR WKS CO INC NEW03042010335,000$5.1M0.51%
54BROOKFIELD RENEWABLE PARTNERG16258108160,000$5.0M0.50%
55NEXTERA ENERGY INCNEE-PW65,000$5.0M0.49%
56BARINGS BDC INCBBDC614,000$4.9M0.48%
57SUNRUN INCRUN235,000$4.7M0.47%
58NEXTERA ENERGY PARTNERS LPNEE-PW75,000$4.6M0.45%
59ORMAT TECHNOLOGIES INCORA52,000$4.4M0.43%
60HANNON ARMSTRONG SUST INFR C41068X100150,000$4.3M0.42%
61KKR REAL ESTATE FIN TR INCKKRT355,000$4.0M0.40%
62AMERESCO INCAMRC80,000$3.9M0.39%
63ENPHASE ENERGY INCENPH18,500$3.9M0.38%
64TPI COMPOSITES INCTPICQ290,000$3.8M0.37%
65JABIL INCJBL31,500$3.8M0.37%
66EQUINIX INCEQIX5,087$3.7M0.36%
67ITRON INCITRI65,000$3.6M0.36%
68EVOQUA WATER TECHNOLOGIES CO30057T10572,000$3.6M0.35%
69CONSTELLATION ENERGY CORPCEG45,000$3.5M0.35%
70ENVIVA INC29415B103120,000$3.5M0.34%
71XYLEM INCXYL33,000$3.5M0.34%
72WELLTOWER INCWELL47,735$3.4M0.34%
73PLUG POWER INCPLUG285,000$3.3M0.33%
74SILGAN HLDGS INCSLGN44,900$3.3M0.32%
75SANMINA CORPORATIONSANM39,100$3.2M0.32%
76CHARGEPOINT HOLDINGS INCCHPT300,000$3.1M0.31%
77ARRAY TECHNOLOGIES INCARRY130,000$2.8M0.28%
78STEM INCSTEM500,000$2.8M0.28%
79BALLARD PWR SYS INC NEWBALL500,000$2.8M0.27%
80REXFORD INDL RLTY INC76169C10044,919$2.7M0.26%
81BENCHMARK ELECTRS INC08160H10181,600$2.6M0.26%
82BLOOM ENERGY CORPBE130,000$2.6M0.26%
83FLUENCE ENERGY INCFLNC125,000$2.5M0.25%
84UDR INCUDR58,155$2.4M0.24%
85BRINKS COBCO25,600$2.3M0.23%
86GOLUB CAP BDC INC38173M102169,000$2.3M0.23%
87EXTRA SPACE STORAGE INCEXR13,800$2.2M0.22%
88COCA COLA CONS INCCOKE3,060$2.2M0.22%
89EDGEWELL PERS CARE CO28035Q10235,200$2.0M0.20%
90ESSENTIAL PPTYS RLTY TR INC29670E10780,693$2.0M0.20%
91EQUITY RESIDENTIALEQR33,200$2.0M0.20%
92DIGITAL RLTY TR INC25386810319,000$1.9M0.18%
93CARTERS INCCRI19,100$1.9M0.18%
94RESIDEO TECHNOLOGIES INCREZI73,600$1.8M0.18%
95PATTERSON COS INC70339510349,800$1.8M0.18%
96AMERICAN TOWER CORP NEW03027X1008,100$1.7M0.16%
97BEAM GLOBALBEEM100,000$1.6M0.16%
98AGREE RLTY CORP00849210022,300$1.5M0.15%
99NABORS INDUSTRIES LTDNBRWF8,200$1.4M0.13%
100HELMERICH & PAYNE INCHP25,900$1.3M0.12%
101INVITATION HOMES INCINVH39,889$1.2M0.12%
102PRECISION DRILLING CORPPDS16,000$1.1M0.11%
103KITE RLTY GROUP TR49803T30051,800$1.1M0.11%
104ALEXANDRIA REAL ESTATE EQ IN0152711098,474$1.1M0.11%
105ISHARES TR46435U44020,000$941,8120.09%
106PIMCO DYNAMIC INCOME OPRNTS69355M10754,000$669,9470.07%
107VICI PPTYS INC92565210919,813$646,6350.06%
108APTIV PLCAPTV5,000$560,9500.06%
109HAMILTON LANE INCHLNE3,000$222,0550.02%
110KKR & CO INCKKRT4,000$210,1890.02%