H2O AM LLP

data from 31/12/2020

Capitalization

$ 41.039 M -32.91 %

Average holding period

5 ans

Performance

$ 101.731 M 37.20 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in H2O AM LLP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2020/12/31 GM GENERAL MTRS CO 11.27% 4.627 M $ 111119 2018/12/31 1.779 M $ 40.73 %
2020/12/31 F FORD MTR CO DEL 7.63% 3.132 M $ 356337 2018/12/31 833.769 K $ 31.98 %
2020/12/31 EMR EMERSON ELEC CO 5.96% 2.447 M $ 30442 2018/12/31 559.440 K $ 22.57 %
2020/12/31 PFE PFIZER INC 5.61% 2.302 M $ 62540 2018/12/31 193.431 K $ 5.80 %
2020/12/31 ORCL ORACLE CORP 5.53% 2.269 M $ 35070 2018/12/31 289.973 K $ 8.36 %
2020/12/31 PLUG PLUG POWER INC 3.44% 1.412 M $ 41626 2019/09/30 853.332 K $ 152.65 %
2020/12/31 TWTR TWITTER INC 3.16% 1.296 M $ 23942 2018/12/31 583.014 K $ 21.69 %
2020/12/31 T AT&T INC 3.04% 1.246 M $ 55831 2018/12/31 10.908 K $ 0.88 %
2020/12/31 GS GOLDMAN SACHS GROUP INC 2.58% 1.060 M $ 4020 2018/12/31 632.795 K $ 31.20 %
2020/12/31 MS MORGAN STANLEY 2.33% 957.000 K $ 13970 2018/12/31 641.118 K $ 41.74 %
2020/12/31 ENS ENERSYS 2.25% 922.000 K $ 11099 2019/09/30 184.680 K $ 23.74 %
2020/12/31 CIEN CIENA CORP 2.21% 906.000 K $ 17151 2018/12/31 225.707 K $ 33.14 %
2020/12/31 GE GENERAL ELECTRIC CO 2.01% 826.000 K $ 76410 2018/12/31 190.676 K $ 45.73 %
2020/12/31 LEN LENNAR CORP 2.00% 820.000 K $ 10758 2018/12/31 -65.470 K $ -6.67 %
2020/12/31 DHI D R HORTON INC 1.76% 722.000 K $ 10471 2018/12/31 -81.164 K $ -8.87 %
2020/12/31 PALO ALTO NETWORKS INC 1.53% 629.000 K $ 443000 2019/09/30 124.040 K $ 24.66 %
2020/12/31 PINDUODUO INC 1.46% 601.000 K $ 486000 2020/12/31 0.000 $ 0.00 %
2020/12/31 TDOC TELADOC HEALTH INC 1.37% 563.000 K $ 2815 2020/12/31 0.000 $ 0.00 %
2020/12/31 CTSH COGNIZANT TECHNOLOGY SOLUTIO 1.34% 551.000 K $ 6718 2020/12/31 0.000 $ 0.00 %
2020/12/31 WHR WHIRLPOOL CORP 1.25% 511.000 K $ 2827 2018/12/31 -7.666 K $ -1.85 %
2020/12/31 CMC COMMERCIAL METALS CO 1.14% 468.000 K $ 22781 2020/12/31 0.000 $ 0.00 %
2020/12/31 NVR NVR INC 1.12% 461.000 K $ 113 2019/09/30 -400.000 $ -0.08 %
2020/12/31 PHM PULTE GROUP INC 1.06% 435.000 K $ 10097 2018/12/31 -34.578 K $ -6.85 %
2020/12/31 BMY BRISTOL-MYERS SQUIBB CO 1.00% 410.000 K $ 6602 2019/12/31 11.487 K $ 2.89 %
2020/12/31 CRM SALESFORCE COM INC 0.95% 391.000 K $ 2259 2018/12/31 -50.641 K $ -11.46 %
2020/12/31 FORTIVE CORP 0.95% 390.000 K $ 378000 2020/03/31 7.560 K $ 1.99 %
2020/12/31 EXACT SCIENCES CORP 0.93% 380.000 K $ 290000 2020/06/30 63.799 K $ 20.25 %
2020/12/31 AKAMAI TECHNOLOGIES INC 0.91% 374.000 K $ 302000 2020/03/31 -18.120 K $ -4.62 %
2020/12/31 TWITTER INC 0.89% 367.000 K $ 302000 2020/03/31 33.219 K $ 9.89 %
2020/12/31 AKAMAI TECHNOLOGIES INC 0.82% 336.000 K $ 301000 2020/09/30 -12.039 K $ -3.45 %
2020/12/31 BLDP BALLARD PWR SYS INC NEW 0.82% 335.000 K $ 11245 2020/06/30 93.333 K $ 41.30 %
2020/12/31 LUMENTUM HLDGS INC 0.78% 319.000 K $ 261000 2020/12/31 0.000 $ 0.00 %
2020/12/31 RL RALPH LAUREN CORP 0.77% 318.000 K $ 3073 2020/03/31 167.510 K $ 52.51 %
2020/12/31 LIBERTY MEDIA CORP DEL 0.77% 317.000 K $ 247000 2020/03/31 41.989 K $ 15.38 %
2020/12/31 IQIYI INC 0.74% 305.000 K $ 321000 2020/06/30 -3.999 K $ -1.29 %
2020/12/31 PRICELINE GRP INC 0.71% 290.000 K $ 247000 2020/03/31 24.699 K $ 9.32 %
2020/12/31 IPG INTERPUBLIC GROUP COS INC 0.68% 280.000 K $ 11888 2020/03/31 81.432 K $ 41.13 %
2020/12/31 MET METLIFE INC 0.68% 277.000 K $ 5908 2018/12/31 57.780 K $ 26.26 %
2020/12/31 AMERICAN AIRLS GROUP INC 0.67% 276.000 K $ 213000 2020/09/30 70.899 K $ 34.42 %
2020/12/31 PROOFPOINT INC 0.66% 271.000 K $ 242000 2020/09/30 30.039 K $ 12.46 %
2020/12/31 CAH CARDINAL HEALTH INC 0.63% 260.000 K $ 4849 2020/03/31 32.051 K $ 14.06 %
2020/12/31 INSULET CORP 0.63% 260.000 K $ 200000 2020/12/31 0.000 $ 0.00 %
2020/12/31 EXACT SCIENCES CORP 0.63% 258.000 K $ 185000 2020/03/31 38.849 K $ 17.82 %
2020/12/31 VOYA VOYA FINANCIAL INC 0.62% 255.000 K $ 4332 2018/12/31 47.132 K $ 22.66 %
2020/12/31 TOL TOLL BROTHERS INC 0.59% 243.000 K $ 5589 2018/12/31 -35.380 K $ -10.66 %
2020/12/31 SHOPIFY INC 0.57% 234.000 K $ 199000 2020/12/31 0.000 $ 0.00 %
2020/12/31 ZYNGA INC 0.55% 227.000 K $ 170000 2020/06/30 11.900 K $ 5.51 %
2020/12/31 LULU LULULEMON ATHLETICA INC 0.54% 221.000 K $ 634 2020/03/31 11.830 K $ 5.66 %
2020/12/31 ILLUMINA INC 0.53% 219.000 K $ 196000 2020/06/30 11.760 K $ 5.65 %
2020/12/31 PCAR PACCAR INC 0.52% 214.000 K $ 2484 2020/03/31 3.489 K $ 1.18 %
2020/12/31 TWITTER INC 0.51% 211.000 K $ 206000 2020/12/31 0.000 $ 0.00 %
2020/12/31 M MACYS INC 0.48% 197.000 K $ 17468 2019/03/31 82.539 K $ 97.11 %
2020/12/31 IQIYI INC 0.46% 189.000 K $ 188000 2020/03/31 -15.040 K $ -7.37 %
2020/12/31 SYNAPTICS INC 0.44% 179.000 K $ 130000 2020/03/31 16.899 K $ 10.43 %
2020/12/31 FIREEYE INC 0.43% 177.000 K $ 147000 2020/03/31 0.000 $ 0.00 %
2020/12/31 LIVE NATION ENTERTAINMENT IN 0.43% 177.000 K $ 136000 2020/03/31 25.839 K $ 17.11 %
2020/12/31 NUVASIVE INC 0.40% 163.000 K $ 161000 2020/03/31 -3.220 K $ -1.94 %
2020/12/31 NRG ENERGY INC 0.39% 161.000 K $ 141000 2020/03/31 12.689 K $ 8.57 %
2020/12/31 WEN WENDYS CO 0.39% 158.000 K $ 7220 2018/12/31 -2.743 K $ -1.70 %
2020/12/31 PURE STORAGE INC 0.38% 155.000 K $ 139000 2020/03/31 0.000 $ 0.00 %
2020/12/31 JAZZ INVESTMENTS I LTD 0.36% 149.000 K $ 139000 2019/06/30 0.000 $ 0.00 %
2020/12/31 ABBV ABBVIE INC 0.36% 148.000 K $ 1383 2020/03/31 50.464 K $ 22.33 %
2020/12/31 VTRS VIATRIS INC 0.35% 145.000 K $ 7760 2020/12/31 0.000 $ 0.00 %
2020/12/31 HERBALIFE LTD 0.33% 137.000 K $ 134000 2020/03/31 0.000 $ 0.00 %
2020/12/31 LIBERTY MEDIA CORP DEL 0.33% 134.000 K $ 111000 2020/03/31 0.000 $ 0.00 %
2020/12/31 HXL HEXCEL CORP NEW 0.31% 127.000 K $ 2618 2018/12/31 85.158 K $ 44.35 %
2020/12/31 MDC M D C HLDGS INC 0.29% 119.000 K $ 2450 2019/03/31 4.095 K $ 3.20 %
2020/12/31 MTH MERITAGE HOMES CORP 0.24% 100.000 K $ 1212 2019/03/31 -37.370 K $ -24.91 %
2020/12/31 TPH TRI POINTE GROUP INC 0.24% 97.000 K $ 5618 2018/12/31 -6.497 K $ -4.92 %
2020/12/31 KHC KRAFT HEINZ CO 0.23% 94.000 K $ 2712 2020/03/31 12.773 K $ 15.77 %
2020/12/31 BRISTOL-MYERS SQUIBB CO 0.22% 89.000 K $ 55431 2019/12/31 -34.921 K $ -28.16 %
2020/12/31 KBH KB HOME 0.19% 79.000 K $ 2352 2018/12/31 -15.394 K $ -12.72 %
2020/12/31 CREE CREE INC 0.17% 71.000 K $ 667 2018/12/31 113.832 K $ 66.18 %
2020/12/31 HPE HEWLETT PACKARD ENTERPRISE C 0.16% 66.000 K $ 5564 2020/03/31 13.798 K $ 26.54 %
2020/12/31 CMS CMS ENERGY CORP 0.14% 59.000 K $ 962 2020/12/31 0.000 $ 0.00 %
2020/12/31 IP INTERNATIONAL PAPER CO 0.14% 59.000 K $ 1178 2020/03/31 10.810 K $ 22.52 %
2020/12/31 IBM INTERNATIONAL BUSINESS MACHS 0.14% 56.000 K $ 445 2020/03/31 1.875 K $ 3.47 %
2020/12/31 BK BANK NEW YORK MELLON CORP 0.13% 55.000 K $ 1296 2020/06/30 14.336 K $ 23.50 %
2020/12/31 LNT ALLIANT ENERGY CORP 0.12% 51.000 K $ 989 2020/12/31 0.000 $ 0.00 %
2020/12/31 AYI ACUITY BRANDS INC 0.12% 48.000 K $ 400 2019/09/30 13.118 K $ 18.48 %
2020/12/31 ITRI ITRON INC 0.12% 48.000 K $ 501 2019/09/30 31.644 K $ 57.53 %
2020/12/31 DISH DISH NETWORK CORPORATION 0.10% 40.000 K $ 1245 2019/12/31 4.120 K $ 11.45 %
2020/12/31 HOG HARLEY DAVIDSON INC 0.09% 38.000 K $ 1044 2020/03/31 19.468 K $ 49.92 %
2020/12/31 BWA BORGWARNER INC 0.07% 27.000 K $ 700 2020/06/30 -132.000 $ -0.27 %
2020/12/31 IRM IRON MTN INC NEW 0.04% 15.000 K $ 507 2020/03/31 1.363 K $ 9.74 %
2020/12/31 CNP CENTERPOINT ENERGY INC 0.03% 13.000 K $ 583 2020/03/31 1.335 K $ 12.14 %
2020/12/31 NWL NEWELL BRANDS INC 0.03% 13.000 K $ 602 2020/03/31 2.450 K $ 24.50 %
2020/12/31 PPL PPL CORP 0.01% 4.000 K $ 133 2020/03/31 131.000 $ 3.29 %
2020/12/31 TMHC TAYLOR MORRISON HOME CORP 0.00% 1.000 K $ 52 2018/12/31 716.000 $ 4.22 %
2020/12/31 VIPS VIPSHOP HOLDINGS LIMITED 0.00% 0.000 $ 20000 2020/12/31 0.000 $ 0.00 %
2020/12/31 AWR AMER STATES WTR CO 0.00% 0.000 $ 6000 2020/12/31 0.000 $ 0.00 %
2020/12/31 TMUS T-MOBILE US INC 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2020/12/31 ZNGA ZYNGA INC 0.00% 0.000 $ 30000 2020/12/31 0.000 $ 0.00 %
2020/12/31 TSN TYSON FOODS INC 0.00% 0.000 $ 7000 2020/12/31 0.000 $ 0.00 %
2020/12/31 FCEL FUELCELL ENERGY INC 0.00% 0.000 $ 0 2019/12/31 55.000 $ 100.00 %
2020/12/31 WAB WABTEC 0.00% 0.000 $ 1 2019/09/30 22.000 $ 100.00 %
2020/12/31 TSLA TESLA INC 0.00% 0.000 $ 1150 2019/09/30 0.000 $ 0.00 %
2020/12/31 SBS COMPANHIA DE SANEAMENTO BASI 0.00% 0.000 $ 40000 2020/12/31 0.000 $ 0.00 %
2020/12/31 ON SEMICONDUCTOR CORP 0.00% 0.000 $ 0 2020/03/31 0.000 $ 0.00 %
2020/12/31 AMWL AMERICAN WELL CORP 0.00% 0.000 $ 22500 2020/12/31 0.000 $ 0.00 %