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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 Q4 2023 · Filed November 14, 2023 · Accession 0001734493-23-000007

Total Value
$927.1M
Positions
110
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (110)

#IssuerTicker / CUSIPSharesValue% of Filing
1SUNCOR ENERGY INC NEWSU801,400$37.4M4.04%
2TORONTO DOMINION BK ONTTORO407,700$33.4M3.60%
3CANADIAN PACIFIC KANSAS CITYCP311,300$31.4M3.39%
4TC ENERGY CORPTRPRF664,270$31.0M3.35%
5CANADIAN NAT RES LTD136385101341,500$30.0M3.24%
6ROYAL BK CDA780087102250,390$29.7M3.21%
7VISA INCV106,000$24.4M2.63%
8SHELL PLCRYDAF352,000$22.7M2.44%
9WALMART INCWMT138,400$22.1M2.39%
10AT&T INCT-PC1,468,700$22.1M2.38%
11TELUS CORPORATIONTU916,500$20.3M2.19%
12ELECTRONIC ARTS INCEA162,400$19.6M2.11%
13ROSS STORES INCROST171,300$19.3M2.09%
14PROLOGIS INC.PLDGP155,452$19.0M2.05%
15UNION PAC CORPUNP90,800$18.5M1.99%
16BROOKFIELD ASSET MANAGMT LTD113004105406,775$18.4M1.99%
17MICROSOFT CORPMSFT58,160$18.4M1.98%
18ALPHABET INCGOOG137,100$17.9M1.94%
19CANADIAN NATL RY CO136375102117,800$17.3M1.87%
20CROWN HLDGS INCCCK190,000$16.8M1.81%
21HYATT HOTELS CORPH152,500$16.2M1.74%
22NXP SEMICONDUCTORS N VNXPI80,300$16.1M1.73%
23DEERE & CODE38,800$14.6M1.58%
24GILEAD SCIENCES INCGILD191,000$14.3M1.54%
25TAIWAN SEMICONDUCTOR MFG LTD874039100121,000$14.2M1.53%
26UNITEDHEALTH GROUP INCUNH27,900$14.1M1.52%
27CHENIERE ENERGY INCLNG75,600$12.5M1.35%
28WESCO INTL INC95082P10586,800$12.5M1.35%
29CUBESMARTCUBE317,313$12.3M1.32%
30S&P GLOBAL INCSPGI31,300$11.4M1.23%
31BOSTON SCIENTIFIC CORPBSX215,000$11.4M1.22%
32AIR PRODS & CHEMS INCAIIR40,000$11.3M1.22%
33ADOBE INCADBE20,000$10.2M1.10%
34GALLAGHER ARTHUR J & CO36357610941,100$9.4M1.01%
35THERMO FISHER SCIENTIFIC INCTMO18,500$9.4M1.01%
36INTERNATIONAL FLAVORS&FRAGRA459506101136,600$9.3M1.00%
37SEAGATE TECHNOLOGY HLDNGS PLSE136,900$9.0M0.97%
38SUN CMNTYS INC86667410471,784$9.0M0.97%
39ABBVIE INCABBV60,000$8.9M0.96%
40CGI INCGIB66,800$8.9M0.96%
41GRANITE REAL ESTATE INVT TR387437114117,400$8.5M0.91%
42MAGNA INTL INC559222401115,500$8.4M0.91%
43STANTEC INCSTN86,100$7.6M0.82%
44BARINGS BDC INCBBDC614,000$7.4M0.80%
45KKR REAL ESTATE FIN TR INCKKRT453,000$7.3M0.78%
46BLACKROCK INCBLK10,400$6.7M0.73%
47COSTCO WHSL CORP NEW22160K10511,000$6.2M0.67%
48BIOGEN INCBIIB22,000$5.7M0.61%
49LOWES COS INC54866110726,000$5.4M0.58%
50TECK RESOURCES LTDTCKRF82,800$4.8M0.52%
51CAMDEN PPTY TR13313110250,000$4.7M0.51%
52INFOSYS LTDINFY202,000$4.7M0.50%
53WASTE MGMT INC DEL94106L10929,500$4.5M0.49%
54CONSTELLATION ENERGY CORPCEG40,000$4.4M0.47%
55COCA COLA CONS INCCOKE5,060$4.4M0.47%
56XYLEM INCXYL47,000$4.3M0.46%
57NUVEI CORPORATIONNU206,900$4.2M0.45%
58AMERICAN WTR WKS CO INC NEW03042010334,000$4.2M0.45%
59PATTERSON COS INC703395103103,800$4.2M0.45%
60BROOKFIELD RENEWABLE PARTNERG16258108180,000$3.9M0.42%
61JABIL INCJBL22,500$3.9M0.42%
62ENPHASE ENERGY INCENPH31,000$3.7M0.40%
63HANNON ARMSTRONG SUST INFR C41068X100175,000$3.7M0.40%
64SILGAN HLDGS INCSLGN62,900$3.7M0.40%
65ORMAT TECHNOLOGIES INCORA47,000$3.3M0.35%
66ITRON INCITRI54,000$3.3M0.35%
67DIGITAL RLTY TR INC25386810319,784$3.2M0.35%
68NEXTERA ENERGY PARTNERS LPNEE-PW103,000$3.1M0.33%
69SANMINA CORPORATIONSANM39,100$2.9M0.31%
70CARLISLE COS INC14233910011,000$2.9M0.31%
71SUNRUN INCRUN220,000$2.8M0.30%
72EQUINIX INCEQIX2,782$2.7M0.29%
73EDGEWELL PERS CARE CO28035Q10254,200$2.7M0.29%
74BENCHMARK ELECTRS INC08160H10181,600$2.7M0.29%
75BLOOM ENERGY CORPBE200,000$2.7M0.29%
76FLUENCE ENERGY INCFLNC115,000$2.6M0.29%
77NETFLIX INCNFLX7,000$2.6M0.29%
78EXTRA SPACE STORAGE INCEXR15,560$2.6M0.28%
79BRINKS COBCO25,600$2.5M0.27%
80ARRAY TECHNOLOGIES INCARRY110,000$2.4M0.26%
81VICI PPTYS INC92565210961,185$2.4M0.26%
82EQUITY RESIDENTIALEQR30,028$2.4M0.26%
83AMERESCO INCAMRC58,000$2.2M0.24%
84STEM INCSTEM490,000$2.1M0.22%
85VENTAS INCVTR36,200$2.1M0.22%
86KITE RLTY GROUP TR49803T30070,764$2.0M0.22%
87AVALONBAY CMNTYS INCAWX8,800$2.0M0.22%
88INVITATION HOMES INCINVH46,973$2.0M0.22%
89WELLTOWER INCWELL17,995$2.0M0.21%
90AMERICAN TOWER CORP NEW03027X1008,896$2.0M0.21%
91AGREE RLTY CORP00849210025,500$1.9M0.21%
92CHARGEPOINT HOLDINGS INCCHPT380,000$1.9M0.20%
93IONIS PHARMACEUTICALS INCIONS30,000$1.8M0.20%
94REXFORD INDL RLTY INC76169C10027,411$1.8M0.20%
95AMERICOLD REALTY TRUST INCCOLD44,099$1.8M0.20%
96ESSENTIAL PPTYS RLTY TR INC29670E10761,661$1.8M0.19%
97CARTERS INCCRI19,100$1.8M0.19%
98PLUG POWER INCPLUG215,000$1.6M0.18%
99RESIDEO TECHNOLOGIES INCREZI73,600$1.6M0.17%
100BALLARD PWR SYS INC NEWBALL425,000$1.6M0.17%
101HELMERICH & PAYNE INCHP25,900$1.5M0.16%
102PERRIGO CO PLCPRGO34,000$1.5M0.16%
103PRECISION DRILLING CORPPDS16,000$1.5M0.16%
104MOBILEYE GLOBAL INCMBLY35,000$1.5M0.16%
105ALEXANDRIA REAL ESTATE EQ IN01527110910,162$1.4M0.15%
106HEALTHCARE RLTY TR42226K10566,155$1.4M0.15%
107NABORS INDUSTRIES LTDNBRWF8,200$1.4M0.15%
108PIMCO DYNAMIC INCOME OPRNTS69355M10754,000$867,3350.09%
109TPI COMPOSITES INCTPICQ280,000$742,0000.08%
110BEAM GLOBALBEEM80,000$590,4000.06%