Connective Capital Management as of March 31, 2013
Portfolio Holdings for Connective Capital Management
Connective Capital Management holds 39 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 2000 Index (IWM) | 15.1 | $18M | 193k | 94.43 | |
| iShares Russell Microcap Index (IWC) | 7.7 | $9.2M | 157k | 58.67 | |
| iShares MSCI Japan Index | 6.5 | $7.8M | 721k | 10.80 | |
| 5.8 | $6.9M | 8.7k | 794.06 | ||
| Taiwan Semiconductor Mfg (TSM) | 4.9 | $5.9M | 342k | 17.19 | |
| Yahoo! | 4.2 | $5.0M | 213k | 23.53 | |
| Monsanto Company | 3.7 | $4.4M | 42k | 105.67 | |
| CF Industries Holdings (CF) | 3.5 | $4.2M | 22k | 190.27 | |
| Archer Daniels Midland Company (ADM) | 2.9 | $3.5M | 103k | 33.73 | |
| Oracle Corporation (ORCL) | 2.7 | $3.2M | 100k | 32.33 | |
| IAC/InterActive | 2.5 | $3.0M | 68k | 44.68 | |
| InnerWorkings | 2.5 | $2.9M | 195k | 15.13 | |
| National-Oilwell Var | 2.2 | $2.7M | 38k | 70.77 | |
| Marathon Petroleum Corp (MPC) | 2.2 | $2.7M | 30k | 89.61 | |
| Mosaic (MOS) | 2.2 | $2.7M | 45k | 59.60 | |
| Valero Energy Corporation (VLO) | 2.2 | $2.6M | 57k | 45.53 | |
| Hollysys Automation Technolo (HOLI) | 2.1 | $2.6M | 213k | 12.20 | |
| Potash Corp. Of Saskatchewan I | 2.1 | $2.6M | 65k | 39.29 | |
| Tesoro Corporation | 2.0 | $2.5M | 42k | 58.52 | |
| Andersons (ANDE) | 2.0 | $2.4M | 46k | 53.56 | |
| Hollyfrontier Corp | 2.0 | $2.4M | 46k | 51.48 | |
| 51job | 1.9 | $2.3M | 39k | 59.39 | |
| Renewable Energy | 1.7 | $2.0M | 267k | 7.69 | |
| Oceaneering International (OII) | 1.7 | $2.0M | 30k | 66.33 | |
| Western Refining | 1.4 | $1.7M | 49k | 35.39 | |
| Green Plains Renewable Energy (GPRE) | 1.4 | $1.7M | 150k | 11.45 | |
| Ansys (ANSS) | 1.4 | $1.6M | 20k | 81.42 | |
| AeroVironment (AVAV) | 1.4 | $1.6M | 90k | 18.13 | |
| Pandora Media | 1.3 | $1.6M | 110k | 14.18 | |
| Seadrill | 1.1 | $1.4M | 37k | 37.14 | |
| Spreadtrum Communications | 0.9 | $1.1M | 56k | 20.50 | |
| Himax Technologies (HIMX) | 0.8 | $1.0M | 189k | 5.44 | |
| Pacific Ethanol | 0.8 | $990k | 2.9M | 0.34 | |
| Audience | 0.8 | $943k | 62k | 15.25 | |
| Uni-Pixel | 0.7 | $815k | 27k | 30.68 | |
| Mellanox Technologies | 0.7 | $797k | 14k | 55.51 | |
| Netqin Mobile | 0.6 | $699k | 78k | 8.98 | |
| Glu Mobile | 0.4 | $465k | 155k | 3.00 | |
| U S GEOTHERMAL INC COM Stk | 0.1 | $98k | 279k | 0.35 |
