NICOLA WEALTH MANAGEMENT LTD. Diversified Active

CIK: 0001734493 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 10, 2023

Total Value ($000): $1,013,504 (100.0% shares, 0.0% debt)

Holdings (110)

BNS BANK NOVA SCOTIA HALIFAX 7.4%
Value ($000) $75,496 Shares 1,500,000 Est. Cost $48.72 Unrealized -9.9%
TRP TC ENERGY CORP 6.1%
Value ($000) $61,733 Shares 1,588,370 Est. Cost $36.79 Unrealized -4.7%
WMT WALMART INC 2.8%
Value ($000) $28,369 Shares 192,400 Est. Cost $41.93 Unrealized +9.2%
V VISA INC 2.7%
Value ($000) $27,844 Shares 123,500 Est. Cost $169.25 Unrealized +28.7%
RY ROYAL BK CDA SUSTAINABL 2.6%
Value ($000) $26,382 Shares 276,090 Est. Cost $79.45 Unrealized +24.7%
MSFT MICROSOFT CORP 2.6%
Value ($000) $25,993 Shares 90,160 Est. Cost $164.12 Unrealized +52.0%
SU SUNCOR ENERGY INC NEW 2.5%
Value ($000) $25,199 Shares 812,300 Est. Cost $21.31 Unrealized +36.8%
SHEL SHELL PLC 2.4%
Value ($000) $24,604 Shares 427,600 Est. Cost $53.97 Unrealized
T AT&T INC 2.3%
Value ($000) $22,940 Shares 1,191,700 Est. Cost $15.69 Unrealized +4.3%
EA ELECTRONIC ARTS INC 2.1%
Value ($000) $21,091 Shares 175,100 Est. Cost $125.01 Unrealized -7.5%
PLD PROLOGIS INC. 2.0%
Value ($000) $20,434 Shares 163,748 Est. Cost $114.61 Unrealized -2.3%
ROST ROSS STORES INC 2.0%
Value ($000) $20,133 Shares 189,700 Est. Cost $90.88 Unrealized +19.7%
DE DEERE & CO 1.9%
Value ($000) $19,694 Shares 47,700 Est. Cost $241.94 Unrealized +64.1%
GOOGL ALPHABET INC 1.9%
Value ($000) $19,408 Shares 187,100 Est. Cost $109.29 Unrealized -12.9%
CANADIAN PAC RY LTD 1.9%
Value ($000) $19,397 Shares 252,100 Est. Cost $114.14 Unrealized
CCK CROWN HLDGS INC 1.9%
Value ($000) $19,354 Shares 234,000 Est. Cost $93.46 Unrealized -12.4%
CNQ CANADIAN NAT RES LTD 1.9%
Value ($000) $19,137 Shares 346,100 Est. Cost $11.93 Unrealized +111.0%
BLACKROCK INC 1.8%
Value ($000) $18,535 Shares 27,700 Est. Cost $694.43 Unrealized
TD TORONTO DOMINION BK ONT 1.8%
Value ($000) $18,134 Shares 303,000 Est. Cost $54.09 Unrealized +19.5%
UNP UNION PAC CORP 1.6%
Value ($000) $16,463 Shares 81,800 Est. Cost $173.93 Unrealized +8.9%
H HYATT HOTELS CORP 1.6%
Value ($000) $15,930 Shares 142,500 Est. Cost $91.05 Unrealized +18.8%
UNH UNITEDHEALTH GROUP INC 1.5%
Value ($000) $15,312 Shares 32,400 Est. Cost $284.93 Unrealized +60.5%
CNI CANADIAN NATL RY CO 1.5%
Value ($000) $14,950 Shares 126,800 Est. Cost $73.59 Unrealized +51.5%
TU TELUS CORPORATION 1.4%
Value ($000) $13,945 Shares 703,000 Est. Cost $21.05 Unrealized -3.4%
CUBE CUBESMART 1.3%
Value ($000) $13,410 Shares 290,100 Est. Cost $46.22 Unrealized
PFE PFIZER INC 1.3%
Value ($000) $13,032 Shares 319,400 Est. Cost $31.52 Unrealized +15.9%
ADBE ADOBE SYSTEMS INCORPORATED 1.3%
Value ($000) $12,987 Shares 33,700 Est. Cost $460.50 Unrealized -22.8%
APD AIR PRODS & CHEMS INC 1.2%
Value ($000) $12,637 Shares 44,000 Est. Cost $247.27 Unrealized +9.3%
NXPI NXP SEMICONDUCTORS N V 1.2%
Value ($000) $12,177 Shares 65,300 Est. Cost $176.81 Unrealized -4.6%
LNG CHENIERE ENERGY INC 1.2%
Value ($000) $11,915 Shares 75,600 Est. Cost $127.80 Unrealized +18.1%
BSX BOSTON SCIENTIFIC CORP 1.2%
Value ($000) $11,757 Shares 235,000 Est. Cost $36.63 Unrealized +28.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.1%
Value ($000) $11,261 Shares 121,000 Est. Cost $68.71 Unrealized
SUI SUN CMNTYS INC 1.1%
Value ($000) $11,133 Shares 79,016 Est. Cost $144.60 Unrealized
FCX FREEPORT-MCMORAN INC 1.1%
Value ($000) $10,874 Shares 265,800 Est. Cost $35.86 Unrealized +11.5%
COST COSTCO WHSL CORP NEW 1.1%
Value ($000) $10,832 Shares 21,800 Est. Cost $349.88 Unrealized +34.7%
SPGI S&P GLOBAL INC 1.1%
Value ($000) $10,791 Shares 31,300 Est. Cost $334.53 Unrealized +2.7%
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value ($000) $10,663 Shares 18,500 Est. Cost $348.53 Unrealized +60.3%
WCC WESCO INTL INC 1.0%
Value ($000) $10,632 Shares 68,800 Est. Cost $127.11 Unrealized +14.7%
AJG GALLAGHER ARTHUR J & CO 0.9%
Value ($000) $9,585 Shares 50,100 Est. Cost $178.76 Unrealized +3.3%
BAM BROOKFIELD ASSET MANAGMT LTD 0.9%
Value ($000) $9,540 Shares 291,475 Est. Cost $28.01 Unrealized +4.8%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.9%
Value ($000) $9,515 Shares 143,900 Est. Cost $74.97 Unrealized -22.2%
AMZN AMAZON COM INC 0.9%
Value ($000) $9,286 Shares 89,900 Est. Cost $122.15 Unrealized -20.9%
BAC BANK AMERICA CORP 0.8%
Value ($000) $8,606 Shares 300,900 Est. Cost $38.71 Unrealized -21.0%
BIP BROOKFIELD INFRAST PARTNERS 0.8%
Value ($000) $8,396 Shares 248,650 Est. Cost $48.13 Unrealized
MGA MAGNA INTL INC 0.7%
Value ($000) $7,038 Shares 131,500 Est. Cost $51.63 Unrealized +0.5%
NUVEI CORPORATION 0.7%
Value ($000) $6,599 Shares 151,600 Est. Cost $50.42 Unrealized
TELUS INTL CDA INC 0.6%
Value ($000) $6,585 Shares 326,137 Est. Cost $26.97 Unrealized
CPT CAMDEN PPTY TR 0.6%
Value ($000) $6,522 Shares 62,200 Est. Cost $101.59 Unrealized +0.1%
STN STANTEC INC 0.6%
Value ($000) $6,227 Shares 106,600 Est. Cost $58.41 Unrealized
LOW LOWES COS INC 0.6%
Value ($000) $5,999 Shares 30,000 Est. Cost $133.51 Unrealized +44.0%
NFLX NETFLIX INC 0.6%
Value ($000) $5,873 Shares 17,000 Est. Cost $22.17 Unrealized +49.3%
WM WASTE MGMT INC DEL 0.5%
Value ($000) $5,140 Shares 31,500 Est. Cost $110.23 Unrealized +32.8%
AWK AMERICAN WTR WKS CO INC NEW 0.5%
Value ($000) $5,127 Shares 35,000 Est. Cost $134.19 Unrealized +3.5%
BEP BROOKFIELD RENEWABLE PARTNER 0.5%
Value ($000) $5,037 Shares 160,000 Est. Cost $41.21 Unrealized
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $5,010 Shares 65,000 Est. Cost $62.41 Unrealized +13.2%
BBDC BARINGS BDC INC 0.5%
Value ($000) $4,878 Shares 614,000 Est. Cost $6.29 Unrealized -5.1%
RUN SUNRUN INC 0.5%
Value ($000) $4,735 Shares 235,000 Est. Cost $45.06 Unrealized -48.2%
XIFR NEXTERA ENERGY PARTNERS LP 0.4%
Value ($000) $4,556 Shares 75,000 Est. Cost $64.75 Unrealized +6.2%
ORA ORMAT TECHNOLOGIES INC 0.4%
Value ($000) $4,408 Shares 52,000 Est. Cost $72.22 Unrealized +19.3%
HASI HANNON ARMSTRONG SUST INFR C 0.4%
Value ($000) $4,290 Shares 150,000 Est. Cost $33.81 Unrealized -21.7%
KREF KKR REAL ESTATE FIN TR INC 0.4%
Value ($000) $4,046 Shares 355,000 Est. Cost $11.40 Unrealized
AMRC AMERESCO INC 0.4%
Value ($000) $3,938 Shares 80,000 Est. Cost $41.20 Unrealized +28.7%
ENPH ENPHASE ENERGY INC 0.4%
Value ($000) $3,890 Shares 18,500 Est. Cost $165.16 Unrealized +31.1%
TPICQ TPI COMPOSITES INC 0.4%
Value ($000) $3,785 Shares 290,000 Est. Cost $23.24 Unrealized -45.1%
JBL JABIL INC 0.4%
Value ($000) $3,758 Shares 31,500 Est. Cost $65.45 Unrealized +22.2%
EQIX EQUINIX INC 0.4%
Value ($000) $3,670 Shares 5,087 Est. Cost $636.67 Unrealized +4.0%
ITRI ITRON INC 0.4%
Value ($000) $3,604 Shares 65,000 Est. Cost $71.26 Unrealized -22.5%
EVOQUA WATER TECHNOLOGIES CO 0.4%
Value ($000) $3,580 Shares 72,000 Est. Cost $24.48 Unrealized
CEG CONSTELLATION ENERGY CORP 0.3%
Value ($000) $3,533 Shares 45,000 Est. Cost $76.28 Unrealized +3.6%
ENVIVA INC 0.3%
Value ($000) $3,466 Shares 120,000 Est. Cost $63.58 Unrealized
XYL XYLEM INC 0.3%
Value ($000) $3,455 Shares 33,000 Est. Cost $78.87 Unrealized +27.9%
WELL WELLTOWER INC 0.3%
Value ($000) $3,424 Shares 47,735 Est. Cost $74.09 Unrealized -8.5%
PLUG PLUG POWER INC 0.3%
Value ($000) $3,340 Shares 285,000 Est. Cost $22.63 Unrealized -36.8%
SLGN SILGAN HLDGS INC 0.3%
Value ($000) $3,261 Shares 44,900 Est. Cost $47.59 Unrealized +10.7%
SANM SANMINA CORPORATION 0.3%
Value ($000) $3,227 Shares 39,100 Est. Cost $51.39 Unrealized +16.6%
CHARGEPOINT HOLDINGS INC 0.3%
Value ($000) $3,141 Shares 300,000 Est. Cost $20.77 Unrealized
ARRY ARRAY TECHNOLOGIES INC 0.3%
Value ($000) $2,844 Shares 130,000 Est. Cost $26.08 Unrealized -21.6%
STEM INC 0.3%
Value ($000) $2,835 Shares 500,000 Est. Cost $12.66 Unrealized
BLDP BALLARD PWR SYS INC NEW 0.3%
Value ($000) $2,786 Shares 500,000 Est. Cost $15.63 Unrealized -63.1%
REXR REXFORD INDL RLTY INC 0.3%
Value ($000) $2,681 Shares 44,919 Est. Cost $57.27 Unrealized
BHE BENCHMARK ELECTRS INC 0.3%
Value ($000) $2,616 Shares 81,600 Est. Cost $23.85 Unrealized -0.1%
BE BLOOM ENERGY CORP 0.3%
Value ($000) $2,591 Shares 130,000 Est. Cost $19.35 Unrealized +13.2%
FLNC FLUENCE ENERGY INC 0.2%
Value ($000) $2,531 Shares 125,000 Est. Cost $17.49 Unrealized +13.5%
UDR UDR INC 0.2%
Value ($000) $2,389 Shares 58,155 Est. Cost $41.25 Unrealized -11.0%
BCO BRINKS CO 0.2%
Value ($000) $2,314 Shares 25,600 Est. Cost $55.21 Unrealized +11.2%
GBDC GOLUB CAP BDC INC 0.2%
Value ($000) $2,293 Shares 169,000 Est. Cost $9.84 Unrealized -1.3%
EXR EXTRA SPACE STORAGE INC 0.2%
Value ($000) $2,250 Shares 13,800 Est. Cost $138.27 Unrealized 0.0%
COKE COCA COLA CONS INC 0.2%
Value ($000) $2,216 Shares 3,060 Est. Cost $47.39 Unrealized +5.2%
EPC EDGEWELL PERS CARE CO 0.2%
Value ($000) $2,021 Shares 35,200 Est. Cost $35.92 Unrealized +10.4%
EPRT ESSENTIAL PPTYS RLTY TR INC 0.2%
Value ($000) $2,006 Shares 80,693 Est. Cost $21.83 Unrealized
EQR EQUITY RESIDENTIAL 0.2%
Value ($000) $1,993 Shares 33,200 Est. Cost $54.27 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 0.2%
Value ($000) $1,869 Shares 19,000 Est. Cost $95.33 Unrealized 0.0%
CRI CARTERS INC 0.2%
Value ($000) $1,859 Shares 19,100 Est. Cost $65.22 Unrealized +2.6%
REZI RESIDEO TECHNOLOGIES INC 0.2%
Value ($000) $1,821 Shares 73,600 Est. Cost $20.43 Unrealized -11.5%
PATTERSON COS INC 0.2%
Value ($000) $1,804 Shares 49,800 Est. Cost $35.92 Unrealized
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $1,656 Shares 8,100 Est. Cost $179.20 Unrealized +5.8%
BEEM BEAM GLOBAL 0.2%
Value ($000) $1,591 Shares 100,000 Est. Cost $32.06 Unrealized -48.5%
ADC AGREE RLTY CORP 0.2%
Value ($000) $1,531 Shares 22,300 Est. Cost $68.65 Unrealized
NBR NABORS INDUSTRIES LTD 0.1%
Value ($000) $1,353 Shares 8,200 Est. Cost $141.40 Unrealized +7.1%
HP HELMERICH & PAYNE INC 0.1%
Value ($000) $1,253 Shares 25,900 Est. Cost $45.34 Unrealized -4.8%
INVH INVITATION HOMES INC 0.1%
Value ($000) $1,246 Shares 39,889 Est. Cost $32.04 Unrealized -12.1%
PDS PRECISION DRILLING CORP 0.1%
Value ($000) $1,111 Shares 16,000 Est. Cost $67.90 Unrealized -4.6%
KRG KITE RLTY GROUP TR 0.1%
Value ($000) $1,084 Shares 51,800 Est. Cost $20.93 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.1%
Value ($000) $1,065 Shares 8,474 Est. Cost $138.52 Unrealized -8.9%
BGRN ISHARES TR 0.1%
Value ($000) $942 Shares 20,000 Est. Cost $47.09 Unrealized
PIMCO DYNAMIC INCOME OPRNTS 0.1%
Value ($000) $670 Shares 54,000 Est. Cost $16.98 Unrealized
VICI VICI PPTYS INC 0.1%
Value ($000) $647 Shares 19,813 Est. Cost $24.41 Unrealized +15.1%
APTIV PLC 0.1%
Value ($000) $561 Shares 5,000 Est. Cost $90.29 Unrealized
HLNE HAMILTON LANE INC 0.0%
Value ($000) $222 Shares 3,000 Est. Cost $73.89 Unrealized 0.0%
KKR KKR & CO INC 0.0%
Value ($000) $210 Shares 4,000 Est. Cost $52.51 Unrealized 0.0%