Stock Taper 
H2O AM LLP
Latest 13F filing data - Q4 2020
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Wendy's Company | WEN | 7.22K | $158K |
 Viatris Inc. | VTRS | 7.76K | $145K |
 Jumia Technologies AG | JMIA | 10K | $0 |
 PulteGroup, Inc. | PHM | 10.1K | $435K |
 D.R. Horton, Inc. | DHI | 10.47K | $722K |
 Lennar Corporation | LEN | 10.76K | $820K |
 EnerSys | ENS | 11.1K | $922K |
 Ballard Power Systems Inc. | BLDP | 11.24K | $335K |
 Morgan Stanley | MS | 13.97K | $957K |
 Ciena Corporation | CIEN | 17.15K | $906K |
 Macy's, Inc. | M | 17.47K | $197K |
 Vipshop Holdings Limited | VIPS | 20K | $0 |
 American Well Corporation | AMWL | 22.5K | $0 |
 Commercial Metals Company | CMC | 22.78K | $468K |
 Emerson Electric Co. | EMR | 30.44K | $2.45M |
 Oracle Corporation | ORCL | 35.07K | $2.27M |
 Companhia de Saneamento Básico do Estado de São Paulo - SABESP | SBS | 40K | $0 |
 Plug Power Inc. | PLUG | 41.63K | $1.41M |
 AT&T Inc. | T | 55.83K | $1.25M |
 Pfizer Inc. | PFE | 62.54K | $2.3M |