NICOLA WEALTH MANAGEMENT LTD. Diversified Active

CIK: 0001734493 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 9, 2023

Total Value ($000): $986,285 (100.0% shares, 0.0% debt)

Holdings (116)

BNS BANK NOVA SCOTIA HALIFAX 7.4%
Value ($000) $73,383 Shares 1,500,000 Est. Cost $48.72 Unrealized -14.8%
WMT WALMART INC 2.8%
Value ($000) $27,280 Shares 192,400 Est. Cost $41.93 Unrealized +8.9%
RY ROYAL BK CDA SUSTAINABL 2.6%
Value ($000) $25,903 Shares 276,090 Est. Cost $79.45 Unrealized +18.8%
SHEL SHELL PLC 2.6%
Value ($000) $25,833 Shares 453,600 Est. Cost $53.97 Unrealized
SU SUNCOR ENERGY INC NEW 2.6%
Value ($000) $25,713 Shares 812,300 Est. Cost $21.31 Unrealized +36.6%
V VISA INC 2.6%
Value ($000) $25,658 Shares 123,500 Est. Cost $169.25 Unrealized +16.4%
ROST ROSS STORES INC 2.2%
Value ($000) $22,018 Shares 189,700 Est. Cost $90.88 Unrealized +8.4%
T AT&T INC 2.2%
Value ($000) $21,939 Shares 1,191,700 Est. Cost $15.69 Unrealized -3.7%
BLACKROCK INC 2.2%
Value ($000) $21,897 Shares 30,900 Est. Cost $694.43 Unrealized
TRP TC ENERGY CORP 2.2%
Value ($000) $21,669 Shares 544,670 Est. Cost $40.08 Unrealized -8.2%
MSFT MICROSOFT CORP 2.2%
Value ($000) $21,622 Shares 90,160 Est. Cost $164.12 Unrealized +42.6%
EA ELECTRONIC ARTS INC 2.2%
Value ($000) $21,394 Shares 175,100 Est. Cost $125.01 Unrealized -1.2%
DE DEERE & CO 2.1%
Value ($000) $20,452 Shares 47,700 Est. Cost $241.94 Unrealized +60.7%
BSX BOSTON SCIENTIFIC CORP 2.0%
Value ($000) $19,822 Shares 428,400 Est. Cost $36.63 Unrealized +18.2%
TD TORONTO DOMINION BK ONT 2.0%
Value ($000) $19,578 Shares 303,000 Est. Cost $54.09 Unrealized +19.4%
CCK CROWN HLDGS INC 2.0%
Value ($000) $19,237 Shares 234,000 Est. Cost $93.46 Unrealized -17.7%
CNQ CANADIAN NAT RES LTD 1.8%
Value ($000) $18,137 Shares 327,300 Est. Cost $11.17 Unrealized +124.7%
CANADIAN PAC RY LTD 1.8%
Value ($000) $17,744 Shares 238,500 Est. Cost $116.26 Unrealized
PFE PFIZER INC 1.8%
Value ($000) $17,391 Shares 339,400 Est. Cost $31.52 Unrealized +27.5%
UNH UNITEDHEALTH GROUP INC 1.7%
Value ($000) $17,178 Shares 32,400 Est. Cost $284.93 Unrealized +75.6%
UNP UNION PAC CORP 1.7%
Value ($000) $16,938 Shares 81,800 Est. Cost $173.93 Unrealized +9.3%
GOOGL ALPHABET INC 1.7%
Value ($000) $16,508 Shares 187,100 Est. Cost $109.29 Unrealized -13.7%
BAC BANK AMERICA CORP 1.5%
Value ($000) $15,126 Shares 456,700 Est. Cost $38.71 Unrealized -18.1%
RCI ROGERS COMMUNICATIONS INC 1.5%
Value ($000) $15,081 Shares 322,900 Est. Cost $47.90 Unrealized -11.1%
CNI CANADIAN NATL RY CO 1.5%
Value ($000) $15,031 Shares 126,800 Est. Cost $73.59 Unrealized +52.5%
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $14,510 Shares 108,200 Est. Cost $105.66 Unrealized +11.3%
APD AIR PRODS & CHEMS INC 1.4%
Value ($000) $13,563 Shares 44,000 Est. Cost $247.27 Unrealized +4.9%
AEM AGNICO EAGLE MINES LTD 1.3%
Value ($000) $12,347 Shares 238,100 Est. Cost $45.50 Unrealized -3.7%
ADBE ADOBE SYSTEMS INCORPORATED 1.2%
Value ($000) $11,678 Shares 34,700 Est. Cost $460.50 Unrealized -30.5%
LOW LOWES COS INC 1.2%
Value ($000) $11,476 Shares 57,600 Est. Cost $133.51 Unrealized +40.9%
H HYATT HOTELS CORP 1.1%
Value ($000) $11,080 Shares 122,500 Est. Cost $88.26 Unrealized +2.8%
SPGI S&P GLOBAL INC 1.1%
Value ($000) $10,484 Shares 31,300 Est. Cost $334.53 Unrealized -4.0%
NXPI NXP SEMICONDUCTORS N V 1.0%
Value ($000) $10,319 Shares 65,300 Est. Cost $176.81 Unrealized -15.5%
TMO THERMO FISHER SCIENTIFIC INC 1.0%
Value ($000) $10,188 Shares 18,500 Est. Cost $348.53 Unrealized +50.6%
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $9,952 Shares 21,800 Est. Cost $349.88 Unrealized +34.0%
LNG CHENIERE ENERGY INC 1.0%
Value ($000) $9,837 Shares 65,600 Est. Cost $124.27 Unrealized +34.7%
FCX FREEPORT-MCMORAN INC 1.0%
Value ($000) $9,492 Shares 249,800 Est. Cost $35.60 Unrealized -5.9%
AAPL APPLE INC 0.9%
Value ($000) $9,095 Shares 70,000 Est. Cost $116.73 Unrealized +20.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.9%
Value ($000) $8,997 Shares 121,000 Est. Cost $68.71 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.9%
Value ($000) $8,506 Shares 114,000 Est. Cost $77.07 Unrealized 0.0%
NFLX NETFLIX INC 0.8%
Value ($000) $8,109 Shares 27,500 Est. Cost $22.17 Unrealized +26.5%
BIP BROOKFIELD INFRAST PARTNERS 0.8%
Value ($000) $7,686 Shares 248,650 Est. Cost $48.13 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.8%
Value ($000) $7,571 Shares 143,900 Est. Cost $74.97 Unrealized -35.9%
AMZN AMAZON COM INC 0.8%
Value ($000) $7,552 Shares 89,900 Est. Cost $122.15 Unrealized -19.1%
WCC WESCO INTL INC 0.7%
Value ($000) $6,736 Shares 53,800 Est. Cost $121.91 Unrealized +0.4%
TU TELUS CORPORATION 0.6%
Value ($000) $6,066 Shares 315,000 Est. Cost $21.93 Unrealized -5.8%
NOC NORTHROP GRUMMAN CORP 0.6%
Value ($000) $6,056 Shares 11,100 Est. Cost $347.39 Unrealized +42.5%
EVOQUA WATER TECHNOLOGIES CO 0.6%
Value ($000) $5,940 Shares 150,000 Est. Cost $24.48 Unrealized
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $5,936 Shares 71,000 Est. Cost $62.41 Unrealized +18.3%
XIFR NEXTERA ENERGY PARTNERS LP 0.6%
Value ($000) $5,888 Shares 84,000 Est. Cost $64.75 Unrealized +15.6%
AJG GALLAGHER ARTHUR J & CO 0.6%
Value ($000) $5,675 Shares 30,100 Est. Cost $174.80 Unrealized +3.9%
AWK AMERICAN WTR WKS CO INC NEW 0.6%
Value ($000) $5,640 Shares 37,000 Est. Cost $134.19 Unrealized +0.5%
BN BROOKFIELD CORP 0.6%
Value ($000) $5,482 Shares 174,700 Est. Cost $21.90 Unrealized 0.0%
RUN SUNRUN INC 0.5%
Value ($000) $5,284 Shares 220,000 Est. Cost $46.54 Unrealized -42.7%
HASI HANNON ARMSTRONG SUST INFR C 0.5%
Value ($000) $5,216 Shares 180,000 Est. Cost $33.81 Unrealized -28.8%
BEP BROOKFIELD RENEWABLE PARTNER 0.5%
Value ($000) $5,062 Shares 200,000 Est. Cost $41.21 Unrealized
BBDC BARINGS BDC INC 0.5%
Value ($000) $4,995 Shares 614,000 Est. Cost $6.29 Unrealized -4.8%
XYL XYLEM INC 0.5%
Value ($000) $4,976 Shares 45,000 Est. Cost $78.87 Unrealized +28.1%
BAM BROOKFIELD ASSET MANAGMT LTD 0.5%
Value ($000) $4,943 Shares 172,984 Est. Cost $27.10 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.5%
Value ($000) $4,942 Shares 31,500 Est. Cost $110.23 Unrealized +39.0%
TELUS INTL CDA INC 0.5%
Value ($000) $4,900 Shares 248,737 Est. Cost $29.08 Unrealized
MGA MAGNA INTL INC 0.5%
Value ($000) $4,894 Shares 87,300 Est. Cost $51.49 Unrealized -2.8%
ENVIVA INC 0.5%
Value ($000) $4,873 Shares 92,000 Est. Cost $74.13 Unrealized
ITRI ITRON INC 0.5%
Value ($000) $4,761 Shares 94,000 Est. Cost $71.26 Unrealized -30.7%
ORA ORMAT TECHNOLOGIES INC 0.5%
Value ($000) $4,756 Shares 55,000 Est. Cost $72.22 Unrealized +21.9%
PLD PROLOGIS INC. 0.5%
Value ($000) $4,743 Shares 42,148 Est. Cost $122.32 Unrealized -18.1%
ENPH ENPHASE ENERGY INC 0.4%
Value ($000) $4,239 Shares 16,000 Est. Cost $157.13 Unrealized +85.2%
AMRC AMERESCO INC 0.4%
Value ($000) $4,228 Shares 74,000 Est. Cost $40.24 Unrealized +51.4%
PLUG PLUG POWER INC 0.4%
Value ($000) $4,206 Shares 340,000 Est. Cost $22.63 Unrealized -29.7%
WCN WASTE CONNECTIONS INC 0.4%
Value ($000) $3,915 Shares 29,600 Est. Cost $126.09 Unrealized +5.7%
TPICQ TPI COMPOSITES INC 0.4%
Value ($000) $3,853 Shares 380,000 Est. Cost $23.24 Unrealized -55.2%
CDNS CADENCE DESIGN SYSTEM INC 0.4%
Value ($000) $3,582 Shares 22,300 Est. Cost $154.08 Unrealized +3.7%
EQIX EQUINIX INC 0.4%
Value ($000) $3,457 Shares 5,287 Est. Cost $636.67 Unrealized -9.1%
CHARGEPOINT HOLDINGS INC 0.3%
Value ($000) $3,193 Shares 335,000 Est. Cost $20.77 Unrealized
BE BLOOM ENERGY CORP 0.3%
Value ($000) $3,059 Shares 160,000 Est. Cost $19.35 Unrealized +1.5%
PSA PUBLIC STORAGE 0.3%
Value ($000) $2,961 Shares 10,588 Est. Cost $280.57 Unrealized -8.6%
ARRY ARRAY TECHNOLOGIES INC 0.3%
Value ($000) $2,900 Shares 150,000 Est. Cost $26.08 Unrealized -27.2%
NUVEI CORPORATION 0.3%
Value ($000) $2,835 Shares 111,800 Est. Cost $52.87 Unrealized
SUI SUN CMNTYS INC 0.3%
Value ($000) $2,771 Shares 19,416 Est. Cost $155.96 Unrealized
FLNC FLUENCE ENERGY INC 0.3%
Value ($000) $2,744 Shares 160,000 Est. Cost $17.49 Unrealized -9.9%
REXR REXFORD INDL RLTY INC 0.3%
Value ($000) $2,597 Shares 47,619 Est. Cost $57.27 Unrealized
STEM INC 0.2%
Value ($000) $2,459 Shares 275,000 Est. Cost $18.38 Unrealized
WELL WELLTOWER INC 0.2%
Value ($000) $2,449 Shares 37,435 Est. Cost $75.82 Unrealized -21.4%
CEG CONSTELLATION ENERGY CORP 0.2%
Value ($000) $2,414 Shares 28,000 Est. Cost $74.61 Unrealized +17.6%
BLDP BALLARD PWR SYS INC NEW 0.2%
Value ($000) $2,392 Shares 500,000 Est. Cost $15.63 Unrealized -63.7%
GBDC GOLUB CAP BDC INC 0.2%
Value ($000) $2,220 Shares 169,000 Est. Cost $9.84 Unrealized -6.0%
SLGN SILGAN HOLDINGS INC 0.2%
Value ($000) $2,170 Shares 30,900 Est. Cost $45.27 Unrealized +8.2%
COKE COCA COLA CONS INC 0.2%
Value ($000) $2,123 Shares 3,060 Est. Cost $47.39 Unrealized -3.2%
SANM SANMINA CORPORATION 0.2%
Value ($000) $2,103 Shares 27,100 Est. Cost $47.62 Unrealized +24.3%
INVH INVITATION HOMES INC 0.2%
Value ($000) $2,091 Shares 70,689 Est. Cost $32.04 Unrealized -11.7%
JBL JABIL INC 0.2%
Value ($000) $2,078 Shares 22,500 Est. Cost $59.65 Unrealized +9.9%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.2%
Value ($000) $2,076 Shares 14,274 Est. Cost $138.52 Unrealized -11.0%
UDR UDR INC 0.2%
Value ($000) $2,074 Shares 53,655 Est. Cost $41.63 Unrealized -16.6%
DOC HEALTHPEAK PROPERTIES INC 0.2%
Value ($000) $1,944 Shares 77,700 Est. Cost $21.03 Unrealized -4.3%
CRI CARTERS INC 0.2%
Value ($000) $1,930 Shares 19,100 Est. Cost $65.22 Unrealized -4.9%
KIM KIMCO RLTY CORP 0.2%
Value ($000) $1,902 Shares 89,960 Est. Cost $19.29 Unrealized -6.5%
HWC HANCOCK WHITNEY CORPORATION 0.2%
Value ($000) $1,901 Shares 29,000 Est. Cost $48.96 Unrealized +5.6%
PATTERSON COS INC 0.2%
Value ($000) $1,891 Shares 49,800 Est. Cost $35.92 Unrealized
BHE BENCHMARK ELECTRS INC 0.2%
Value ($000) $1,865 Shares 51,600 Est. Cost $23.87 Unrealized +8.4%
BCO BRINKS CO 0.2%
Value ($000) $1,862 Shares 25,600 Est. Cost $55.21 Unrealized +1.1%
EPRT ESSENTIAL PPTYS RLTY TR INC 0.2%
Value ($000) $1,858 Shares 79,293 Est. Cost $21.78 Unrealized
EPC EDGEWELL PERS CARE CO 0.2%
Value ($000) $1,837 Shares 35,200 Est. Cost $35.92 Unrealized +4.3%
APTIV PLC 0.2%
Value ($000) $1,769 Shares 19,000 Est. Cost $90.29 Unrealized
BEEM BEAM GLOBAL 0.2%
Value ($000) $1,747 Shares 100,000 Est. Cost $32.06 Unrealized -53.3%
HP HELMERICH & PAYNE INC 0.2%
Value ($000) $1,739 Shares 25,900 Est. Cost $45.34 Unrealized +5.0%
NBR NABORS INDUSTRIES LTD 0.2%
Value ($000) $1,720 Shares 8,200 Est. Cost $141.40 Unrealized +5.5%
PDS PRECISION DRILLING CORP 0.2%
Value ($000) $1,659 Shares 16,000 Est. Cost $67.90 Unrealized +6.2%
REZI RESIDEO TECHNOLOGIES INC 0.2%
Value ($000) $1,640 Shares 73,600 Est. Cost $20.43 Unrealized -11.2%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $1,454 Shares 6,875 Est. Cost $177.35 Unrealized +5.3%
SHOP SHOPIFY INC 0.1%
Value ($000) $1,323 Shares 38,200 Est. Cost $45.36 Unrealized -24.7%
VICI VICI PPTYS INC 0.1%
Value ($000) $1,323 Shares 40,913 Est. Cost $24.41 Unrealized +10.5%
CPT CAMDEN PPTY TR 0.1%
Value ($000) $1,318 Shares 11,800 Est. Cost $101.34 Unrealized 0.0%
DEI DOUGLAS EMMETT INC 0.1%
Value ($000) $1,158 Shares 74,010 Est. Cost $17.27 Unrealized
HST HOST HOTELS & RESORTS INC 0.1%
Value ($000) $1,080 Shares 67,429 Est. Cost $15.76 Unrealized -7.1%
RADIUS GLOBAL INFRASTRCTRE I 0.1%
Value ($000) $748 Shares 63,377 Est. Cost $14.84 Unrealized
PIMCO DYNAMIC INCOME OPRNTS 0.1%
Value ($000) $688 Shares 54,000 Est. Cost $16.98 Unrealized