NICOLA WEALTH MANAGEMENT LTD. Q1 2024 Filing

Filed May 10, 2024

Portfolio Value

$1.0B

Holdings

113

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (113 positions)

#StockSharesValue% PortfolioType
1
BNSBANK NOVA SCOTIA HALIFAX
1,500,000$105.1T10185649.09%
2
TRPTC ENERGY CORP
566,596$30.8T2989213.61%
3
SUSUNCOR ENERGY INC NEW
611,722$30.6T2963483.91%
4
TDTORONTO DOMINION BK ONT
342,002$28.0T2709453.79%
5
RYROYAL BK CDA
198,935$27.2T2633848.66%
6
VVISA INC
96,000$26.8T2596362.22%
7
TAT&T INC
1,468,700$25.8T2505019.42%
8
MSFTMICROSOFT CORP
58,160$24.5T2371280.26%
9
HHYATT HOTELS CORP
152,500$24.3T2358970.36%
10
SHELSHELL PLC
357,000$23.9T2319356.76%
11
PLDPROLOGIS INC.
167,413$23.1T2239674.07%
12
EAELECTRONIC ARTS INC
162,400$21.5T2087969.20%
13
UNPUNION PAC CORP
81,800$20.1T1949531.01%
14
CNRCANADIAN NATL RY CO
108,400$19.3T1873770.63%
15
ADBEADOBE INC
38,000$19.2T1858215.92%
16
CRCCANADIAN NAT RES LTD
181,963$18.8T1822111.11%
17
GOOGLALPHABET INC
122,900$18.5T1797598.88%
18
TSMTAIWAN SEMICONDUCTOR MFG LTD
98,000$18.1T1749736.94%
19
DEDEERE & CO
43,800$18.0T1743437.74%
20
CCKCROWN HLDGS INC
221,000$17.5T1697507.40%
21
CASYCASEYS GEN STORES INC
55,000$17.5T1697341.68%
22
WCCWESCO INTL INC
101,800$17.4T1689739.54%
23
CUBECUBESMART
371,713$17.1T1656428.53%
24
TTELUS CORPORATION
781,819$16.9T1641838.64%
25
WMTWALMART INC
280,200$16.9T1633854.87%
26
BAMBROOKFIELD ASSET MANAGMT LTD
279,558$15.9T1541521.26%
27
CPCANADIAN PACIFIC KANSAS CITY
124,966$14.9T1446340.75%
28
METAMETA PLATFORMS INC
29,000$14.1T1364658.93%
29
UNHUNITEDHEALTH GROUP INC
27,900$13.8T1337554.38%
30
INFYINFOSYS LTD
559,000$13.6T1315346.75%
31
BDXBECTON DICKINSON & CO
52,000$12.9T1246970.37%
32
SUISUN CMNTYS INC
95,184$12.7T1228789.90%
33
ROSTROSS STORES INC
79,300$11.6T1127836.70%
34
GILDGILEAD SCIENCES INC
156,000$11.4T1107382.26%
35
AJGGALLAGHER ARTHUR J & CO
41,100$10.3T995902.09%
36
GIB/ACGI INC
66,800$10.0T967405.73%
37
GRT-UCADGRANITE REAL ESTATE INVT TR
127,400$9.8T954487.92%
38
AMZNAMAZON COM INC
54,000$9.7T943946.71%
39
BSXBOSTON SCIENTIFIC CORP
127,000$8.7T842939.14%
40
BIIBBIOGEN INC
39,500$8.5T825413.58%
41
NOWSERVICENOW INC
11,000$8.4T812719.92%
42
TRYBARINGS BDC INC
614,000$7.7T749375.47%
43
STNSTANTEC INC
66,494$7.5T724679.30%
44
LOWLOWES COS INC
26,000$6.6T641828.17%
45
KREFKKR REAL ESTATE FIN TR INC
453,000$6.2T598059.39%
46
COKECOCA COLA CONS INC
5,060$5.8T562055.85%
47
ABBVABBVIE INC
30,000$5.5T529415.36%
48
CEGCONSTELLATION ENERGY CORP
28,500$5.3T510539.85%
49
HDBHDFC BANK LTD
69,000$5.2T506818.63%
50
TECK/BTECK RESOURCES LTD
82,800$5.1T497493.44%
51
SLGNSILGAN HLDGS INC
77,900$5.1T496437.13%
52
WFGWEST FRASER TIMBER CO LTD
41,700$4.9T472649.01%
53
REZIRESIDEO TECHNOLOGIES INC
152,600$4.6T448991.71%
54
SANMSANMINA CORPORATION
54,100$4.6T441464.86%
55
BEPBROOKFIELD RENEWABLE PARTNER
195,800$4.6T441372.99%
56
CSLCARLISLE COS INC
11,000$4.3T417712.88%
57
CRICARTERS INC
37,100$4.3T412290.13%
58
NFLXNETFLIX INC
7,000$4.3T411991.36%
59
BHEBENCHMARK ELECTRS INC
104,600$4.3T411951.24%
60
ABALLIANCEBERNSTEIN HLDG L P
89,000$4.2T405758.83%
61
JBLJABIL INC
22,500$4.1T395524.54%
62
ITRIITRON INC
44,000$4.1T394506.02%
63
FSLRFIRST SOLAR INC
24,000$4.1T392598.85%
64
XIFRNEXTERA ENERGY PARTNERS LP
132,000$4.0T384784.08%
65
REETISHARES TR
123,300$4.0T383171.22%
66
PRGOPERRIGO CO PLC
90,000$3.9T380199.59%
67
PDCOEURPATTERSON COS INC
103,800$3.9T376652.33%
68
EPCEDGEWELL PERS CARE CO
74,200$3.9T376261.01%
69
XYLXYLEM INC
27,000$3.5T338162.97%
70
AWCAMERICAN WTR WKS CO INC NEW
28,000$3.4T331611.90%
71
FQIDIGITAL RLTY TR INC
17,352$3.4T328005.23%
72
ISIIONIS PHARMACEUTICALS INC
56,000$3.3T318584.97%
73
EQIXEQUINIX INC
2,892$3.2T313237.71%
74
EFXEQUIFAX INC
12,000$3.2T311102.02%
75
BCOBRINKS CO
25,600$3.2T310360.28%
76
HASIHANNON ARMSTRONG SUST INFR C
110,000$3.1T302744.57%
77
HNMORMAT TECHNOLOGIES INC
46,000$3.0T295063.54%
78
ENPHENPHASE ENERGY INC
25,000$3.0T293102.09%
79
ARRYARRAY TECHNOLOGIES INC
200,000$3.0T288983.45%
80
ILMNILLUMINA INC
21,000$2.9T279459.21%
81
INVHINVITATION HOMES INC
50,648$2.4T236691.40%
82
RUNSUNRUN INC
180,000$2.4T229907.56%
83
VICIVICI PPTYS INC
58,785$2.4T229818.60%
84
EXREXTRA SPACE STORAGE INC
11,760$2.3T226867.81%
85
WELLWELLTOWER INC
17,695$2.2T216985.87%
86
AVBAVALONBAY CMNTYS INC
7,750$1.9T188727.03%
87
MBLYMOBILEYE GLOBAL INC
59,000$1.9T183822.35%
88
EPRTESSENTIAL PPTYS RLTY TR INC
51,161$1.8T178997.63%
89
AMRCAMERESCO INC
72,000$1.7T168366.29%
90
AREALEXANDRIA REAL ESTATE EQ IN
9,662$1.7T163456.39%
91
EQREQUITY RESIDENTIAL
19,528$1.7T161734.99%
92
CTRECARETRUST REIT INC
50,405$1.7T161204.50%
93
FLNCFLUENCE ENERGY INC
95,000$1.6T159638.64%
94
BEBLOOM ENERGY CORP
145,000$1.6T157942.73%
95
PKPARK HOTELS & RESORTS INC
66,000$1.6T151489.25%
96
REXRREXFORD INDL RLTY INC
22,510$1.5T148590.70%
97
AHRAMERICAN HEALTHCARE REIT INC
75,000$1.5T145178.23%
98
HPHELMERICH & PAYNE INC
25,900$1.5T142960.85%
99
PDSPRECISION DRILLING CORP
16,000$1.5T141301.47%
100
ESSESSEX PPTY TR INC
4,300$1.4T138148.34%
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