Sensato Investors as of Dec. 31, 2016
Portfolio Holdings for Sensato Investors
Sensato Investors holds 101 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| STMicroelectronics (STM) | 5.3 | $31M | 2.7M | 11.35 | |
| KT Corporation (KT) | 4.7 | $28M | 1.9M | 14.09 | |
| Aercap Holdings Nv Ord Cmn (AER) | 4.5 | $26M | 629k | 41.61 | |
| Amphenol Corporation (APH) | 3.6 | $21M | 310k | 67.20 | |
| Vishay Intertechnology (VSH) | 3.4 | $20M | 1.2M | 16.20 | |
| Prudential Financial (PRU) | 3.1 | $18M | 172k | 104.06 | |
| Qualcomm (QCOM) | 3.0 | $17M | 267k | 65.20 | |
| Lam Research Corporation (LRCX) | 2.9 | $17M | 158k | 105.73 | |
| 51job | 2.6 | $15M | 455k | 33.80 | |
| PerkinElmer (RVTY) | 2.6 | $15M | 292k | 52.15 | |
| Pegasystems (PEGA) | 2.6 | $15M | 418k | 36.00 | |
| BHP Billiton | 2.5 | $15M | 464k | 31.46 | |
| China Petroleum & Chemical | 2.5 | $15M | 204k | 71.02 | |
| AVX Corporation | 2.3 | $14M | 865k | 15.63 | |
| Air Lease Corp (AL) | 2.3 | $13M | 386k | 34.33 | |
| SK Tele | 2.2 | $13M | 618k | 20.90 | |
| Smith & Nephew (SNN) | 2.1 | $12M | 414k | 30.08 | |
| Changyou | 2.1 | $12M | 587k | 21.22 | |
| PT Telekomunikasi Indonesia (TLK) | 2.0 | $12M | 393k | 29.16 | |
| Taiwan Semiconductor Mfg (TSM) | 1.8 | $10M | 353k | 28.75 | |
| Tupperware Brands Corporation (TUP) | 1.7 | $10M | 190k | 52.62 | |
| Mercer International (MERC) | 1.6 | $9.6M | 897k | 10.65 | |
| Boeing Company (BA) | 1.6 | $9.4M | 60k | 155.67 | |
| Mentor Graphics Corporation | 1.6 | $9.1M | 247k | 36.89 | |
| Kulicke and Soffa Industries (KLIC) | 1.5 | $8.7M | 546k | 15.95 | |
| Abbott Laboratories (ABT) | 1.5 | $8.6M | 225k | 38.41 | |
| China Lodging | 1.5 | $8.6M | 166k | 51.84 | |
| Prudential Public Limited Company (PUK) | 1.4 | $8.3M | 208k | 39.79 | |
| Te Connectivity Ltd for (TEL) | 1.4 | $8.2M | 119k | 69.28 | |
| Net 1 UEPS Technologies (LSAK) | 1.3 | $7.7M | 674k | 11.48 | |
| 3M Company (MMM) | 1.3 | $7.5M | 42k | 178.57 | |
| Varian Medical Systems | 1.3 | $7.5M | 83k | 89.78 | |
| Orbotech Ltd Com Stk | 1.3 | $7.5M | 224k | 33.41 | |
| Intel Corporation (INTC) | 1.2 | $7.2M | 199k | 36.27 | |
| International Flavors & Fragrances (IFF) | 1.1 | $6.4M | 55k | 117.84 | |
| Avnet (AVT) | 1.0 | $5.8M | 121k | 47.61 | |
| AstraZeneca (AZN) | 0.9 | $5.2M | 192k | 27.32 | |
| HDFC Bank (HDB) | 0.9 | $5.2M | 85k | 60.68 | |
| Trinseo S A | 0.8 | $4.8M | 81k | 59.30 | |
| SciClone Pharmaceuticals | 0.8 | $4.6M | 429k | 10.80 | |
| LG Display (LPL) | 0.8 | $4.6M | 359k | 12.85 | |
| Xilinx | 0.8 | $4.6M | 76k | 60.37 | |
| Qiagen | 0.7 | $4.2M | 148k | 28.02 | |
| Sohu | 0.7 | $4.0M | 119k | 33.89 | |
| Rudolph Technologies | 0.7 | $4.0M | 171k | 23.35 | |
| China Distance Education Holdings | 0.7 | $4.0M | 357k | 11.18 | |
| Analog Devices (ADI) | 0.7 | $4.0M | 54k | 72.63 | |
| Mead Johnson Nutrition | 0.6 | $3.6M | 51k | 70.76 | |
| Kadant (KAI) | 0.6 | $3.6M | 58k | 61.19 | |
| Maxim Integrated Products | 0.6 | $3.4M | 89k | 38.57 | |
| KongZhong Corporation | 0.6 | $3.2M | 463k | 6.94 | |
| Seagate Technology Com Stk | 0.5 | $2.6M | 68k | 38.17 | |
| Arrow Electronics (ARW) | 0.4 | $2.3M | 32k | 71.29 | |
| KB Financial (KB) | 0.4 | $2.2M | 63k | 35.28 | |
| A10 Networks (ATEN) | 0.4 | $2.2M | 267k | 8.31 | |
| Dolby Laboratories (DLB) | 0.4 | $2.1M | 46k | 45.19 | |
| DSP | 0.4 | $2.1M | 161k | 13.05 | |
| Chipmos Technologies | 0.3 | $1.8M | 127k | 14.11 | |
| Bruker Corporation (BRKR) | 0.3 | $1.7M | 81k | 21.17 | |
| Cabot Corporation (CBT) | 0.3 | $1.6M | 32k | 50.54 | |
| Cohu (COHU) | 0.3 | $1.5M | 108k | 13.90 | |
| National Instruments | 0.2 | $1.4M | 47k | 30.82 | |
| Keysight Technologies (KEYS) | 0.2 | $1.4M | 40k | 36.57 | |
| Electronic Arts (EA) | 0.2 | $1.4M | 18k | 78.76 | |
| Phoenix New Media | 0.2 | $1.3M | 420k | 3.14 | |
| Knowles (KN) | 0.2 | $1.3M | 80k | 16.71 | |
| Genpact (G) | 0.2 | $1.3M | 53k | 24.34 | |
| Tarena International Inc- | 0.2 | $1.2M | 81k | 14.99 | |
| Las Vegas Sands (LVS) | 0.2 | $1.2M | 22k | 53.39 | |
| Tata Motors | 0.2 | $1.1M | 33k | 34.39 | |
| NetGear (NTGR) | 0.2 | $1.2M | 22k | 54.37 | |
| NOVA MEASURING Instruments L (NVMI) | 0.2 | $1.2M | 89k | 13.16 | |
| Baidu (BIDU) | 0.2 | $1.0M | 6.2k | 164.35 | |
| Amkor Technology (AMKR) | 0.2 | $972k | 92k | 10.55 | |
| Autoliv (ALV) | 0.1 | $883k | 7.8k | 113.21 | |
| Sykes Enterprises, Incorporated | 0.1 | $900k | 31k | 28.86 | |
| Syntel | 0.1 | $866k | 44k | 19.80 | |
| Radware Ltd ord (RDWR) | 0.1 | $828k | 57k | 14.58 | |
| AngloGold Ashanti | 0.1 | $698k | 66k | 10.51 | |
| Applied Materials (AMAT) | 0.1 | $670k | 21k | 32.29 | |
| Celanese Corporation (CE) | 0.1 | $685k | 8.7k | 78.74 | |
| Benchmark Electronics (BHE) | 0.1 | $671k | 22k | 30.50 | |
| Ametek (AME) | 0.1 | $676k | 14k | 48.63 | |
| China Digital TV Holding | 0.1 | $705k | 483k | 1.46 | |
| AU Optronics | 0.1 | $661k | 187k | 3.54 | |
| China Yuchai Intl (CYD) | 0.1 | $631k | 46k | 13.81 | |
| Elbit Systems (ESLT) | 0.1 | $530k | 5.2k | 101.92 | |
| Teradyne (TER) | 0.1 | $536k | 21k | 25.40 | |
| Sierra Wireless | 0.1 | $523k | 33k | 15.71 | |
| Viavi Solutions Inc equities (VIAV) | 0.1 | $507k | 62k | 8.18 | |
| Quaker Chemical Corporation (KWR) | 0.1 | $474k | 3.7k | 128.04 | |
| Harmony Gold Mining (HMY) | 0.1 | $382k | 173k | 2.21 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $374k | 3.7k | 101.08 | |
| China Automotive Systems (CAAS) | 0.1 | $341k | 64k | 5.36 | |
| Global Sources | 0.1 | $320k | 36k | 8.84 | |
| ICICI Bank (IBN) | 0.1 | $294k | 39k | 7.50 | |
| Park Electrochemical | 0.0 | $260k | 14k | 18.66 | |
| Alpha & Omega Semiconductor (AOSL) | 0.0 | $238k | 11k | 21.27 | |
| Ambarella (AMBA) | 0.0 | $254k | 4.7k | 54.04 | |
| Syneron Medical Ltd ord | 0.0 | $178k | 21k | 8.40 | |
| Gold Fields (GFI) | 0.0 | $145k | 48k | 3.00 |
