Sensato Investors

Sensato Investors as of Sept. 30, 2016

Portfolio Holdings for Sensato Investors

Sensato Investors holds 73 positions in its portfolio as reported in the September 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
STMicroelectronics (STM) 6.3 $30M 3.6M 8.15
Applied Materials (AMAT) 5.9 $28M 923k 30.15
Intel Corporation (INTC) 5.8 $27M 721k 37.75
KT Corporation (KT) 4.6 $22M 1.4M 16.05
Analog Devices (ADI) 4.2 $20M 308k 64.45
NetEase (NTES) 4.2 $20M 82k 240.78
Vishay Intertechnology (VSH) 3.6 $17M 1.2M 14.09
PerkinElmer (RVTY) 3.5 $17M 294k 56.11
Pegasystems (PEGA) 3.5 $16M 555k 29.49
51job 3.4 $16M 472k 33.38
ICICI Bank (IBN) 3.3 $16M 2.1M 7.47
China Lodging 2.8 $13M 294k 45.09
A. O. Smith Corporation (AOS) 2.7 $13M 130k 98.79
Changyou 2.7 $13M 469k 27.25
AVX Corporation 2.6 $12M 893k 13.79
PT Telekomunikasi Indonesia (TLK) 2.4 $11M 168k 66.08
Texas Instruments Incorporated (TXN) 2.2 $11M 150k 70.18
Tata Motors 2.0 $9.5M 237k 39.98
Tupperware Brands Corporation 2.0 $9.3M 142k 65.37
SciClone Pharmaceuticals 1.8 $8.5M 828k 10.25
Syntel 1.8 $8.2M 197k 41.91
Te Connectivity Ltd for 1.7 $7.8M 121k 64.38
Mercer International (MERC) 1.6 $7.6M 901k 8.47
BHP Billiton 1.6 $7.6M 249k 30.38
Sohu 1.5 $7.2M 162k 44.25
Kulicke and Soffa Industries (KLIC) 1.5 $7.0M 539k 12.93
Lam Research Corporation 1.5 $6.9M 73k 94.71
Orbotech Ltd Com Stk 1.5 $6.9M 232k 29.61
Mentor Graphics Corporation 1.4 $6.8M 258k 26.44
MKS Instruments (MKSI) 1.4 $6.4M 129k 49.73
Taiwan Semiconductor Mfg (TSM) 1.3 $6.3M 206k 30.59
International Flavors & Fragrances (IFF) 1.3 $5.9M 41k 142.96
Net 1 UEPS Technologies (LSAK) 1.2 $5.9M 688k 8.56
Xilinx 1.1 $5.0M 93k 54.34
China Distance Education Holdings 1.0 $4.5M 351k 12.92
LG Display (LPL) 0.9 $4.2M 328k 12.72
KongZhong Corporation 0.9 $4.2M 618k 6.74
Kadant (KAI) 0.7 $3.2M 61k 52.12
Rudolph Technologies 0.7 $3.1M 172k 17.74
Prudential Financial (PRU) 0.6 $2.6M 32k 81.65
Albany International (AIN) 0.4 $2.1M 49k 42.38
ChipMOS Technology Bermuda 0.4 $2.1M 105k 19.80
A10 Networks (ATEN) 0.4 $2.0M 185k 10.69
DSP 0.4 $1.7M 145k 12.01
Phoenix New Media 0.3 $1.6M 420k 3.90
Bruker Corporation (BRKR) 0.3 $1.5M 64k 22.65
Alpha & Omega Semiconductor (AOSL) 0.3 $1.4M 64k 21.71
Cohu (COHU) 0.3 $1.2M 104k 11.74
AU Optronics 0.2 $1.2M 317k 3.65
Corning Incorporated (GLW) 0.2 $1.0M 43k 23.66
NOVA MEASURING Instruments L (NVMI) 0.2 $1.1M 89k 11.82
Intersil Corporation 0.2 $913k 42k 21.92
KB Financial (KB) 0.2 $891k 26k 34.22
China Petroleum & Chemical 0.2 $798k 11k 73.89
British American Tobac (BTI) 0.2 $765k 6.0k 127.59
China Uni 0.1 $658k 54k 12.17
Agilent Technologies Inc C ommon (A) 0.1 $574k 12k 47.05
China Digital TV Holding 0.1 $560k 483k 1.16
Maxim Integrated Products 0.1 $479k 12k 39.92
InterDigital (IDCC) 0.1 $467k 5.9k 79.15
Royal Dutch Shell 0.1 $428k 8.1k 52.84
Quaker Chemical Corporation (KWR) 0.1 $438k 4.1k 105.82
China Yuchai Intl (CYD) 0.1 $422k 39k 10.85
ORIX Corporation (IX) 0.1 $363k 4.9k 74.08
Global Sources 0.1 $307k 36k 8.48
SK Tele 0.1 $287k 13k 22.60
Mitsubishi UFJ Financial (MUFG) 0.1 $269k 53k 5.05
Amkor Technology (AMKR) 0.1 $262k 27k 9.70
China Automotive Systems (CAAS) 0.1 $264k 64k 4.15
Park Electrochemical 0.1 $258k 15k 17.39
USANA Health Sciences (USNA) 0.1 $233k 1.7k 138.53
Sierra Wireless 0.0 $195k 14k 14.44
Sky mobi 0.0 $35k 17k 2.02