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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 Q3 2023 · Filed August 10, 2023 · Accession 0001734493-23-000006

Total Value
$1.02B
Positions
103
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (103)

#IssuerTicker / CUSIPSharesValue% of Filing
1BANK NOVA SCOTIA HALIFAX0641491072,500,000$125.2M12.29%
2WALMART INCWMT183,400$28.8M2.83%
3VISA INCV113,500$27.0M2.65%
4CANADIAN PACIFIC KANSAS CITYCP315,500$25.5M2.50%
5TC ENERGY CORPTRPRF604,370$24.4M2.40%
6ROYAL BK CDA780087102253,790$24.3M2.38%
7SUNCOR ENERGY INC NEWSU812,300$23.8M2.34%
8ELECTRONIC ARTS INCEA175,100$22.7M2.23%
9TORONTO DOMINION BK ONTTORO363,600$22.5M2.22%
10ALPHABET INCGOOG187,100$22.4M2.20%
11AT&T INCT-PC1,342,700$21.4M2.10%
12SHELL PLCRYDAF350,000$21.1M2.08%
13MICROSOFT CORPMSFT60,160$20.5M2.01%
14CROWN HLDGS INCCCK234,000$20.3M2.00%
15ROSS STORES INCROST177,700$19.9M1.96%
16CANADIAN NAT RES LTD136385101346,100$19.5M1.91%
17BLACKROCK INCBLK27,700$19.1M1.88%
18PROLOGIS INC.PLDGP148,352$18.2M1.79%
19DEERE & CODE42,700$17.3M1.70%
20UNION PAC CORPUNP81,800$16.7M1.64%
21ADOBE SYSTEMS INCORPORATEDADBE33,700$16.5M1.62%
22NXP SEMICONDUCTORS N VNXPI80,300$16.4M1.61%
23HYATT HOTELS CORPH142,500$16.3M1.60%
24WESCO INTL INC95082P10586,800$15.5M1.53%
25TELUS CORPORATIONTU778,700$15.2M1.49%
26UNITEDHEALTH GROUP INCUNH30,400$14.6M1.44%
27CANADIAN NATL RY CO136375102117,800$14.3M1.40%
28AIR PRODS & CHEMS INCAIIR44,000$13.2M1.29%
29BOSTON SCIENTIFIC CORPBSX235,000$12.7M1.25%
30S&P GLOBAL INCSPGI31,300$12.5M1.23%
31TAIWAN SEMICONDUCTOR MFG LTD874039100121,000$12.2M1.20%
32CUBESMARTCUBE269,660$12.0M1.18%
33COSTCO WHSL CORP NEW22160K10521,800$11.7M1.15%
34PFIZER INCPFE319,400$11.7M1.15%
35CHENIERE ENERGY INCLNG75,600$11.5M1.13%
36BROOKFIELD ASSET MANAGMT LTD113004105345,375$11.3M1.11%
37GALLAGHER ARTHUR J & CO36357610950,100$11.0M1.08%
38FREEPORT-MCMORAN INCFCX265,800$10.6M1.04%
39SUN CMNTYS INC86667410474,684$9.7M0.96%
40THERMO FISHER SCIENTIFIC INCTMO18,500$9.7M0.95%
41SEAGATE TECHNOLOGY HLDNGS PLSE143,900$8.9M0.87%
42MAGNA INTL INC559222401131,500$7.4M0.73%
43CAMDEN PPTY TR13313110266,268$7.2M0.71%
44STANTEC INCSTN106,600$7.0M0.68%
45LOWES COS INC54866110730,000$6.8M0.67%
46AMAZON COM INCAMZN50,000$6.5M0.64%
47NUVEI CORPORATIONNU209,700$6.2M0.61%
48TELUS INTL CDA INCTU391,037$5.9M0.58%
49XYLEM INCXYL51,000$5.7M0.56%
50KKR REAL ESTATE FIN TR INCKKRT453,000$5.5M0.54%
51WASTE MGMT INC DEL94106L10931,500$5.5M0.54%
52NEXTERA ENERGY PARTNERS LPNEE-PW90,000$5.3M0.52%
53AMERICAN WTR WKS CO INC NEW03042010336,000$5.1M0.50%
54BROOKFIELD RENEWABLE PARTNERG16258108170,000$5.0M0.49%
55SUNRUN INCRUN270,000$4.8M0.47%
56BARINGS BDC INCBBDC614,000$4.8M0.47%
57GRANITE REAL ESTATE INVT TR38743711477,400$4.6M0.45%
58CONSTELLATION ENERGY CORPCEG50,000$4.6M0.45%
59PATTERSON COS INC703395103103,800$4.6M0.45%
60JABIL INCJBL31,500$4.5M0.44%
61COCA COLA CONS INCCOKE5,060$4.3M0.42%
62HANNON ARMSTRONG SUST INFR C41068X100165,000$4.1M0.41%
63ITRON INCITRI57,000$4.1M0.40%
64ENPHASE ENERGY INCENPH24,000$4.0M0.39%
65SILGAN HLDGS INCSLGN62,900$3.9M0.38%
66AMERESCO INCAMRC80,000$3.9M0.38%
67ORMAT TECHNOLOGIES INCORA47,000$3.8M0.37%
68EQUINIX INCEQIX4,627$3.6M0.36%
69CHARGEPOINT HOLDINGS INCCHPT380,000$3.3M0.33%
70WELLTOWER INCWELL40,695$3.3M0.32%
71STEM INCSTEM550,000$3.1M0.31%
72SANMINA CORPORATIONSANM39,100$3.1M0.31%
73NETFLIX INCNFLX7,000$3.1M0.30%
74BLOOM ENERGY CORPBE185,000$3.0M0.30%
75EDGEWELL PERS CARE CO28035Q10254,200$3.0M0.29%
76FLUENCE ENERGY INCFLNC110,000$2.9M0.29%
77BENCHMARK ELECTRS INC08160H10181,600$2.8M0.27%
78EQUITY RESIDENTIALEQR40,628$2.7M0.26%
79ARRAY TECHNOLOGIES INCARRY115,000$2.6M0.26%
80PLUG POWER INCPLUG250,000$2.6M0.26%
81TPI COMPOSITES INCTPICQ250,000$2.6M0.25%
82BRINKS COBCO25,600$2.3M0.23%
83DIGITAL RLTY TR INC25386810320,184$2.3M0.23%
84GOLUB CAP BDC INC38173M102169,000$2.3M0.22%
85BALLARD PWR SYS INC NEWBALL485,000$2.1M0.21%
86CARTERS INCCRI19,100$1.8M0.18%
87REXFORD INDL RLTY INC76169C10034,711$1.8M0.18%
88EXTRA SPACE STORAGE INCEXR11,860$1.8M0.17%
89RESIDEO TECHNOLOGIES INCREZI73,600$1.7M0.17%
90AGREE RLTY CORP00849210025,900$1.7M0.17%
91ESSENTIAL PPTYS RLTY TR INC29670E10768,761$1.6M0.16%
92AMERICAN TOWER CORP NEW03027X1008,196$1.6M0.16%
93INVITATION HOMES INCINVH41,273$1.4M0.14%
94KITE RLTY GROUP TR49803T30060,164$1.3M0.13%
95UDR INCUDR29,691$1.3M0.13%
96VICI PPTYS INC92565210940,285$1.3M0.12%
97HELMERICH & PAYNE INCHP25,900$1.2M0.12%
98BEAM GLOBALBEEM100,000$1.0M0.10%
99PRECISION DRILLING CORPPDS16,000$1.0M0.10%
100NABORS INDUSTRIES LTDNBRWF8,200$1.0M0.10%
101PIMCO DYNAMIC INCOME OPRNTS69355M10754,000$705,2400.07%
102ALEXANDRIA REAL ESTATE EQ IN0152711095,762$653,9290.06%
103AMERICOLD REALTY TRUST INCCOLD16,099$519,9980.05%