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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 2024 · Filed February 6, 2025 · Accession 0001734493-25-000003

Total Value
$1.06B
Positions
107
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (107)

#IssuerTicker / CUSIPSharesValue% of Filing
1TORONTO DOMINION BK ONTTORO510,002$39.0M3.70%
2SHOPIFY INCSHOP240,571$36.8M3.49%
3CANADIAN NATL RY CO136375102239,600$35.0M3.31%
4ISHARES TR46434V647978,300$33.7M3.19%
5MICROSOFT CORPMSFT69,160$29.2M2.76%
6VISA INCV82,000$25.9M2.45%
7META PLATFORMS INCMETA43,500$25.5M2.41%
8WALMART INCWMT280,200$25.3M2.40%
9BROADCOM INCAVGO109,000$25.3M2.39%
10SUNCOR ENERGY INC NEWSU483,822$24.8M2.35%
11CASEYS GEN STORES INC14752810362,100$24.6M2.33%
12ROYAL BK CDA780087102138,535$24.0M2.27%
13AT&T INCT-PC1,041,200$23.7M2.25%
14ALPHABET INCGOOG122,900$23.3M2.20%
15UNITEDHEALTH GROUP INCUNH45,400$23.0M2.17%
16DEERE & CODE51,300$21.7M2.06%
17ELECTRONIC ARTS INCEA147,400$21.6M2.04%
18TELUS CORPORATIONTU1,093,119$21.3M2.02%
19CGI INCGIB134,500$21.2M2.00%
20AMAZON COM INCAMZN93,000$20.4M1.93%
21UNION PAC CORPUNP84,800$19.3M1.83%
22ATS CORPORATIONATS427,300$18.7M1.77%
23HYATT HOTELS CORPH116,500$18.3M1.73%
24ADOBE INCADBE41,100$18.3M1.73%
25PROLOGIS INC.PLDGP162,545$18.3M1.73%
26BROOKFIELD ASSET MANAGMT LTD113004105218,658$17.0M1.61%
27CROWN HLDGS INCCCK193,000$16.0M1.51%
28TC ENERGY CORPTRPRF232,196$15.6M1.47%
29EQUIFAX INCEFX60,000$15.3M1.45%
30NETFLIX INCNFLX17,000$15.2M1.43%
31SERVICENOW INCNOW14,000$14.8M1.41%
32KLA CORPKLAC22,000$13.9M1.31%
33WESCO INTL INC95082P10575,300$13.6M1.29%
34BCE INCBCPPF387,800$12.9M1.22%
35CANADIAN PACIFIC KANSAS CITYCP121,800$12.7M1.20%
36CUBESMARTCUBE289,000$12.4M1.17%
37LULULEMON ATHLETICA INCLULU32,000$12.2M1.16%
38ROSS STORES INCROST79,300$12.0M1.14%
39BECTON DICKINSON & COBDX49,500$11.2M1.06%
40LAMB WESTON HLDGS INCLW167,300$11.2M1.06%
41GALLAGHER ARTHUR J & CO36357610937,600$10.7M1.01%
42COCA COLA CONS INCCOKE5,060$9.2M0.87%
43BOSTON SCIENTIFIC CORPBSX102,300$9.1M0.87%
44ALLIANCEBERNSTEIN HLDG L P01881G106155,000$8.3M0.78%
45SILGAN HLDGS INCSLGN105,900$7.9M0.75%
46PATTERSON COS INC703395103176,800$7.8M0.74%
47GRANITE REAL ESTATE INVT TR387437205110,500$7.7M0.73%
48RESIDEO TECHNOLOGIES INCREZI229,600$7.6M0.72%
49JABIL INCJBL33,500$6.9M0.66%
50LOWES COS INC54866110726,000$6.4M0.61%
51BENCHMARK ELECTRS INC08160H10192,600$6.0M0.57%
52SANMINA CORPORATIONSANM55,100$6.0M0.57%
53PERRIGO CO PLCPRGO159,000$5.9M0.56%
54INTUITIVE SURGICAL INCISRG11,000$5.7M0.54%
55BRINKS COBCO41,600$5.5M0.53%
56CARTERS INCCRI71,100$5.5M0.52%
57EDGEWELL PERS CARE CO28035Q102110,200$5.3M0.50%
58EQUINIX INCEQIX3,561$4.8M0.46%
59DIGITAL RLTY TR INC25386810318,352$4.7M0.44%
60IONIS PHARMACEUTICALS INCIONS87,000$4.4M0.41%
61AFFILIATED MANAGERS GROUP INMGRE16,000$4.3M0.40%
62PUBLIC STORAGE OPER COPSA-PS8,290$3.6M0.34%
63WELLTOWER INCWELL18,695$3.4M0.32%
64AVALONBAY CMNTYS INCAWX10,650$3.4M0.32%
65NEXTERA ENERGY INCNEE-PW46,000$3.3M0.31%
66ITRON INCITRI30,000$3.3M0.31%
67CONSTELLATION ENERGY CORPCEG14,000$3.1M0.30%
68BROOKFIELD RENEWABLE PARTNERG16258108135,000$3.1M0.29%
69DUN & BRADSTREET HLDGS INC26484T106160,000$2.9M0.27%
70FOOT LOCKER INC34484910491,000$2.8M0.27%
71INVITATION HOMES INCINVH60,048$2.8M0.26%
72HA SUSTAINABLE INFRA CAP INC41068X100100,000$2.7M0.25%
73ORMAT TECHNOLOGIES INCORA38,500$2.6M0.25%
74EQUITY RESIDENTIALEQR25,198$2.6M0.25%
75TETRA TECH INC NEWTTEK65,000$2.6M0.25%
76QUANTA SVCS INC74762E1028,000$2.5M0.24%
77FIRST SOLAR INCFSLR14,000$2.5M0.23%
78PRECISION DRILLING CORPPDS28,000$2.5M0.23%
79BLOOM ENERGY CORPBE110,000$2.4M0.23%
80REGENCY CTRS CORP75884910322,500$2.4M0.23%
81XYLEM INCXYL20,000$2.3M0.22%
82AGREE RLTY CORP00849210021,346$2.2M0.20%
83ENPHASE ENERGY INCENPH31,000$2.1M0.20%
84VICI PPTYS INC92565210950,085$2.1M0.20%
85AMERICAN TOWER CORP NEW03027X1007,481$2.0M0.19%
86SONIDA SENIOR LIVING INCSNDA58,286$1.9M0.18%
87NABORS INDUSTRIES LTDNBRWF23,200$1.9M0.18%
88CAMECO CORPCCJ36,000$1.9M0.18%
89ESSENTIAL PPTYS RLTY TR INC29670E10739,417$1.8M0.17%
90NEXTRACKER INCNXT48,000$1.8M0.17%
91CBRE GROUP INCCBRE8,624$1.6M0.15%
92SUNSTONE HOTEL INVS INC NEW86789210191,924$1.6M0.15%
93AMERICAN WTR WKS CO INC NEW03042010312,500$1.6M0.15%
94RYMAN HOSPITALITY PPTYS INC78377T10710,305$1.5M0.15%
95SUN CMNTYS INC8666741048,684$1.5M0.15%
96SUNRUN INCRUN158,000$1.5M0.14%
97AMERESCO INCAMRC55,000$1.3M0.12%
98REXFORD INDL RLTY INC76169C10022,010$1.2M0.12%
99HELMERICH & PAYNE INCHP25,900$1.2M0.11%
100FLUENCE ENERGY INCFLNC75,000$1.2M0.11%
101MACERICH COMAC39,884$1.1M0.11%
102LXP INDUSTRIAL TRUSTLXP-PC83,031$969,3480.09%
103CARETRUST REIT INCCTRE24,505$953,0270.09%
104KIMCO RLTY CORP49446R10917,509$589,8170.06%
105TAIWAN SEMICONDUCTOR MFG LTD87403910067,000$00.00%
106INFOSYS LTDINFY559,000$00.00%
107HDFC BANK LTDHDB163,000$00.00%