NICOLA WEALTH MANAGEMENT LTD. Diversified Active

CIK: 0001734493 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 6, 2024

Total Value ($000): $1,259,370 (100.0% shares, 0.0% debt)

Holdings (104)

BNS BANK NOVA SCOTIA HALIFAX 11.7%
Value ($000) $147,380 Shares 2,000,000 Est. Cost $43.82 Unrealized +4.3%
TD TORONTO DOMINION BK ONT 3.0%
Value ($000) $37,766 Shares 441,602 Est. Cost $56.93 Unrealized +3.8%
TRP TC ENERGY CORP 2.8%
Value ($000) $35,732 Shares 555,796 Est. Cost $36.42 Unrealized +13.4%
SHOP SHOPIFY INC 2.5%
Value ($000) $32,072 Shares 296,000 Est. Cost $66.65 Unrealized +3.6%
RY ROYAL BK CDA 2.5%
Value ($000) $30,998 Shares 183,635 Est. Cost $79.45 Unrealized +44.5%
CNI CANADIAN NATL RY CO 2.4%
Value ($000) $30,486 Shares 192,500 Est. Cost $91.92 Unrealized +23.2%
T AT&T INC 2.4%
Value ($000) $30,111 Shares 1,368,700 Est. Cost $15.36 Unrealized +22.3%
SU SUNCOR ENERGY INC NEW 2.4%
Value ($000) $29,903 Shares 599,022 Est. Cost $21.31 Unrealized +74.1%
MSFT MICROSOFT CORP 2.4%
Value ($000) $29,760 Shares 69,160 Est. Cost $205.31 Unrealized +106.1%
ADBE ADOBE INC 2.1%
Value ($000) $26,148 Shares 50,500 Est. Cost $507.17 Unrealized +8.1%
V VISA INC 2.1%
Value ($000) $26,120 Shares 95,000 Est. Cost $179.09 Unrealized +49.5%
META META PLATFORMS INC 2.0%
Value ($000) $24,901 Shares 43,500 Est. Cost $459.56 Unrealized +11.4%
TU TELUS CORPORATION 1.9%
Value ($000) $24,070 Shares 1,060,819 Est. Cost $19.33 Unrealized -16.4%
CASY CASEYS GEN STORES INC 1.9%
Value ($000) $23,332 Shares 62,100 Est. Cost $298.68 Unrealized +24.3%
WMT WALMART INC 1.8%
Value ($000) $22,626 Shares 280,200 Est. Cost $49.07 Unrealized +47.7%
REET ISHARES TR 1.8%
Value ($000) $22,495 Shares 623,300 Est. Cost $34.03 Unrealized
DE DEERE & CO 1.7%
Value ($000) $22,035 Shares 52,800 Est. Cost $277.28 Unrealized +33.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.7%
Value ($000) $21,370 Shares 91,000 Est. Cost $68.71 Unrealized
UNH UNITEDHEALTH GROUP INC 1.7%
Value ($000) $21,282 Shares 36,400 Est. Cost $341.27 Unrealized +60.7%
CCK CROWN HLDGS INC 1.7%
Value ($000) $21,189 Shares 221,000 Est. Cost $91.58 Unrealized -7.4%
EA ELECTRONIC ARTS INC 1.7%
Value ($000) $21,143 Shares 147,400 Est. Cost $125.01 Unrealized +15.2%
GIB CGI INC 1.7%
Value ($000) $20,931 Shares 134,500 Est. Cost $101.94 Unrealized +6.6%
UNP UNION PAC CORP 1.7%
Value ($000) $20,902 Shares 84,800 Est. Cost $178.83 Unrealized +31.2%
PLD PROLOGIS INC. 1.6%
Value ($000) $20,698 Shares 157,418 Est. Cost $113.80 Unrealized +3.7%
GOOGL ALPHABET INC 1.6%
Value ($000) $20,383 Shares 122,900 Est. Cost $117.54 Unrealized +41.8%
H HYATT HOTELS CORP 1.6%
Value ($000) $19,558 Shares 128,500 Est. Cost $92.47 Unrealized +58.7%
CUBE CUBESMART 1.5%
Value ($000) $19,056 Shares 354,000 Est. Cost $45.33 Unrealized
AVGO BROADCOM INC 1.5%
Value ($000) $18,803 Shares 109,000 Est. Cost $158.01 Unrealized 0.0%
WCC WESCO INTL INC 1.4%
Value ($000) $18,192 Shares 108,300 Est. Cost $134.75 Unrealized +18.9%
BAM BROOKFIELD ASSET MANAGMT LTD 1.4%
Value ($000) $17,159 Shares 268,358 Est. Cost $28.66 Unrealized +39.9%
SHEL SHELL PLC 1.4%
Value ($000) $17,147 Shares 260,000 Est. Cost $54.61 Unrealized
INFY INFOSYS LTD 1.3%
Value ($000) $16,833 Shares 559,000 Est. Cost $23.87 Unrealized
ATS ATS CORPORATION 1.2%
Value ($000) $14,954 Shares 381,100 Est. Cost $28.91 Unrealized 0.0%
SUI SUN CMNTYS INC 1.2%
Value ($000) $14,764 Shares 106,184 Est. Cost $139.75 Unrealized
EFX EQUIFAX INC 1.1%
Value ($000) $13,811 Shares 47,000 Est. Cost $226.62 Unrealized +23.2%
GILD GILEAD SCIENCES INC 1.0%
Value ($000) $13,079 Shares 156,000 Est. Cost $70.68 Unrealized +3.4%
BDX BECTON DICKINSON & CO 1.0%
Value ($000) $12,537 Shares 52,000 Est. Cost $234.59 Unrealized -3.0%
NOW SERVICENOW INC 1.0%
Value ($000) $12,521 Shares 14,000 Est. Cost $150.48 Unrealized +9.3%
AMZN AMAZON COM INC 1.0%
Value ($000) $12,298 Shares 66,000 Est. Cost $169.98 Unrealized +7.3%
NFLX NETFLIX INC 1.0%
Value ($000) $12,058 Shares 17,000 Est. Cost $45.87 Unrealized +45.8%
ROST ROSS STORES INC 0.9%
Value ($000) $11,935 Shares 79,300 Est. Cost $90.88 Unrealized +59.9%
HDB HDFC BANK LTD 0.9%
Value ($000) $11,336 Shares 134,000 Est. Cost $81.73 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.8%
Value ($000) $10,580 Shares 37,600 Est. Cost $178.76 Unrealized +55.9%
GRANITE REAL ESTATE INVT TR 0.8%
Value ($000) $10,400 Shares 127,400 Est. Cost $64.58 Unrealized
COKE COCA COLA CONS INC 0.7%
Value ($000) $9,007 Shares 5,060 Est. Cost $52.30 Unrealized +131.6%
BSX BOSTON SCIENTIFIC CORP 0.7%
Value ($000) $8,573 Shares 102,300 Est. Cost $36.63 Unrealized +115.2%
BBDC BARINGS BDC INC 0.6%
Value ($000) $8,136 Shares 614,000 Est. Cost $6.29 Unrealized +33.2%
AB ALLIANCEBERNSTEIN HLDG L P 0.6%
Value ($000) $7,313 Shares 155,000 Est. Cost $43.54 Unrealized
LOW LOWES COS INC 0.6%
Value ($000) $7,042 Shares 26,000 Est. Cost $133.51 Unrealized +76.9%
SLGN SILGAN HLDGS INC 0.5%
Value ($000) $6,879 Shares 96,900 Est. Cost $47.15 Unrealized +3.2%
BCO BRINKS CO 0.5%
Value ($000) $6,505 Shares 41,600 Est. Cost $74.06 Unrealized +40.7%
LW LAMB WESTON HLDGS INC 0.5%
Value ($000) $6,474 Shares 100,000 Est. Cost $63.91 Unrealized 0.0%
JBL JABIL INC 0.5%
Value ($000) $6,400 Shares 39,500 Est. Cost $84.85 Unrealized +27.7%
BHE BENCHMARK ELECTRS INC 0.5%
Value ($000) $6,269 Shares 104,600 Est. Cost $23.93 Unrealized +70.2%
CRI CARTERS INC 0.5%
Value ($000) $6,247 Shares 71,100 Est. Cost $62.13 Unrealized -3.3%
SANM SANMINA CORPORATION 0.4%
Value ($000) $5,655 Shares 61,100 Est. Cost $53.32 Unrealized +29.4%
PRGO PERRIGO CO PLC 0.4%
Value ($000) $5,639 Shares 159,000 Est. Cost $30.12 Unrealized -8.6%
REZI RESIDEO TECHNOLOGIES INC 0.4%
Value ($000) $5,599 Shares 205,600 Est. Cost $18.71 Unrealized +6.0%
EPC EDGEWELL PERS CARE CO 0.4%
Value ($000) $5,415 Shares 110,200 Est. Cost $36.76 Unrealized +1.7%
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $5,404 Shares 11,000 Est. Cost $398.28 Unrealized +16.9%
PATTERSON COS INC 0.4%
Value ($000) $5,221 Shares 176,800 Est. Cost $36.29 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.4%
Value ($000) $4,713 Shares 87,000 Est. Cost $43.98 Unrealized +5.8%
DLR DIGITAL RLTY TR INC 0.4%
Value ($000) $4,541 Shares 20,752 Est. Cost $105.80 Unrealized +38.8%
PSA PUBLIC STORAGE OPER CO 0.3%
Value ($000) $4,207 Shares 8,550 Est. Cost $265.10 Unrealized +15.6%
BEP BROOKFIELD RENEWABLE PARTNER 0.3%
Value ($000) $4,062 Shares 144,000 Est. Cost $37.61 Unrealized
CEG CONSTELLATION ENERGY CORP 0.3%
Value ($000) $4,030 Shares 15,500 Est. Cost $79.87 Unrealized +146.8%
EQIX EQUINIX INC 0.3%
Value ($000) $3,962 Shares 3,301 Est. Cost $667.47 Unrealized +19.1%
FSLR FIRST SOLAR INC 0.3%
Value ($000) $3,866 Shares 15,500 Est. Cost $162.54 Unrealized +38.5%
ITRI ITRON INC 0.3%
Value ($000) $3,845 Shares 36,000 Est. Cost $71.26 Unrealized +42.0%
WELL WELLTOWER INC 0.3%
Value ($000) $3,427 Shares 19,795 Est. Cost $82.04 Unrealized +38.8%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $3,423 Shares 40,500 Est. Cost $67.97 Unrealized +10.1%
ORA ORMAT TECHNOLOGIES INC 0.3%
Value ($000) $3,385 Shares 44,000 Est. Cost $72.09 Unrealized +2.0%
HASI HA SUSTAINABLE INFRA CAP INC 0.3%
Value ($000) $3,275 Shares 95,000 Est. Cost $32.07 Unrealized -7.8%
AVB AVALONBAY CMNTYS INC 0.2%
Value ($000) $2,878 Shares 9,450 Est. Cost $172.92 Unrealized +18.7%
XYL XYLEM INC 0.2%
Value ($000) $2,836 Shares 21,000 Est. Cost $87.20 Unrealized +50.9%
PWR QUANTA SVCS INC 0.2%
Value ($000) $2,683 Shares 9,000 Est. Cost $244.89 Unrealized +7.8%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $2,604 Shares 8,281 Est. Cost $183.20 Unrealized +15.1%
VICI VICI PPTYS INC 0.2%
Value ($000) $2,477 Shares 54,985 Est. Cost $26.73 Unrealized +9.1%
PDS PRECISION DRILLING CORP 0.2%
Value ($000) $2,332 Shares 28,000 Est. Cost $68.95 Unrealized +0.3%
ADC AGREE RLTY CORP 0.2%
Value ($000) $2,282 Shares 22,400 Est. Cost $74.29 Unrealized
ENPH ENPHASE ENERGY INC 0.2%
Value ($000) $2,260 Shares 20,000 Est. Cost $155.11 Unrealized -28.0%
TTEK TETRA TECH INC NEW 0.2%
Value ($000) $2,240 Shares 47,500 Est. Cost $43.91 Unrealized +1.3%
INVH INVITATION HOMES INC 0.2%
Value ($000) $2,210 Shares 46,348 Est. Cost $31.77 Unrealized +6.6%
KIM KIMCO RLTY CORP 0.2%
Value ($000) $2,195 Shares 69,909 Est. Cost $17.18 Unrealized +20.4%
CCJ CAMECO CORP 0.2%
Value ($000) $2,174 Shares 45,500 Est. Cost $44.79 Unrealized -3.0%
SNDA SONIDA SENIOR LIVING INC 0.2%
Value ($000) $2,107 Shares 58,286 Est. Cost $28.94 Unrealized -1.0%
NBR NABORS INDUSTRIES LTD 0.2%
Value ($000) $2,022 Shares 23,200 Est. Cost $98.18 Unrealized -21.4%
AMRC AMERESCO INC 0.2%
Value ($000) $2,011 Shares 53,000 Est. Cost $36.76 Unrealized -15.9%
AHR AMERICAN HEALTHCARE REIT INC 0.2%
Value ($000) $1,941 Shares 55,000 Est. Cost $19.97 Unrealized
REXR REXFORD INDL RLTY INC 0.2%
Value ($000) $1,926 Shares 28,310 Est. Cost $61.25 Unrealized
NXT NEXTRACKER INC 0.2%
Value ($000) $1,911 Shares 51,000 Est. Cost $47.84 Unrealized -12.9%
EPRT ESSENTIAL PPTYS RLTY TR INC 0.2%
Value ($000) $1,896 Shares 41,061 Est. Cost $28.88 Unrealized
BE BLOOM ENERGY CORP 0.1%
Value ($000) $1,848 Shares 175,000 Est. Cost $17.11 Unrealized -30.7%
RUN SUNRUN INC 0.1%
Value ($000) $1,842 Shares 102,000 Est. Cost $30.79 Unrealized -42.3%
FLNC FLUENCE ENERGY INC 0.1%
Value ($000) $1,840 Shares 81,000 Est. Cost $17.94 Unrealized +0.8%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $1,828 Shares 12,500 Est. Cost $134.31 Unrealized +2.2%
CBRE CBRE GROUP INC 0.1%
Value ($000) $1,687 Shares 10,024 Est. Cost $91.56 Unrealized +19.1%
EQR EQUITY RESIDENTIAL 0.1%
Value ($000) $1,594 Shares 15,828 Est. Cost $55.43 Unrealized +22.8%
LXP INDUSTRIAL TRUST 0.1%
Value ($000) $1,365 Shares 100,431 Est. Cost $12.30 Unrealized
CTRE CARETRUST REIT INC 0.1%
Value ($000) $1,265 Shares 30,305 Est. Cost $34.18 Unrealized
KRG KITE RLTY GROUP TR 0.1%
Value ($000) $1,227 Shares 34,167 Est. Cost $25.84 Unrealized
HP HELMERICH & PAYNE INC 0.1%
Value ($000) $1,065 Shares 25,900 Est. Cost $45.34 Unrealized -23.8%
LINE LINEAGE INC 0.1%
Value ($000) $890 Shares 8,400 Est. Cost $105.99 Unrealized
PK PARK HOTELS & RESORTS INC 0.0%
Value ($000) $564 Shares 29,578 Est. Cost $22.01 Unrealized