Sensato Investors as of Dec. 31, 2017
Portfolio Holdings for Sensato Investors
Sensato Investors holds 78 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Melco Crown Entertainment (MLCO) | 3.5 | $28M | 952k | 29.04 | |
| Fibria Celulose | 3.4 | $27M | 1.9M | 14.70 | |
| Vishay Intertechnology (VSH) | 3.3 | $26M | 1.3M | 20.75 | |
| Las Vegas Sands (LVS) | 3.1 | $25M | 361k | 69.49 | |
| STMicroelectronics (STM) | 3.1 | $25M | 1.1M | 21.84 | |
| Unilever (UL) | 2.9 | $23M | 413k | 55.34 | |
| Garmin (GRMN) | 2.8 | $22M | 368k | 59.57 | |
| 51job | 2.7 | $22M | 356k | 60.85 | |
| BHP Billiton | 2.6 | $21M | 520k | 40.30 | |
| Agilent Technologies Inc C ommon (A) | 2.6 | $21M | 310k | 66.97 | |
| Vaneck Vectors Semiconductor Etf semiconductor (SMH) | 2.6 | $21M | 211k | 97.81 | |
| Estee Lauder Companies (EL) | 2.5 | $20M | 158k | 127.24 | |
| Royal Dutch Shell | 2.5 | $20M | 291k | 68.29 | |
| Southern Copper Corporation (SCCO) | 2.5 | $20M | 413k | 47.45 | |
| Yirendai (YRD) | 2.5 | $20M | 444k | 43.97 | |
| Amphenol Corporation (APH) | 2.4 | $19M | 221k | 87.80 | |
| Lam Research Corporation | 2.4 | $19M | 105k | 184.07 | |
| Applied Materials (AMAT) | 2.4 | $19M | 374k | 51.12 | |
| KLA-Tencor Corporation (KLAC) | 2.4 | $19M | 178k | 105.07 | |
| Hp (HPQ) | 2.3 | $18M | 878k | 21.01 | |
| Boeing Company (BA) | 2.3 | $18M | 62k | 294.91 | |
| Bruker Corporation (BRKR) | 2.3 | $18M | 528k | 34.32 | |
| Texas Instruments Incorporated (TXN) | 2.2 | $18M | 172k | 104.44 | |
| Hewlett Packard Enterprise (HPE) | 2.2 | $17M | 1.2M | 14.36 | |
| Waters Corporation (WAT) | 2.1 | $17M | 87k | 193.19 | |
| 3M Company (MMM) | 2.1 | $17M | 71k | 235.38 | |
| Kulicke and Soffa Industries (KLIC) | 1.9 | $16M | 639k | 24.34 | |
| Total (TTE) | 1.9 | $15M | 278k | 55.28 | |
| Maxim Integrated Products | 1.9 | $15M | 289k | 52.28 | |
| AVX Corporation | 1.8 | $14M | 822k | 17.30 | |
| China Petroleum & Chemical | 1.6 | $13M | 179k | 73.37 | |
| Tarena International Inc- | 1.6 | $13M | 850k | 14.99 | |
| PerkinElmer (RVTY) | 1.6 | $12M | 170k | 73.12 | |
| SK Tele | 1.4 | $12M | 412k | 27.91 | |
| Mettler-Toledo International (MTD) | 1.4 | $11M | 17k | 619.49 | |
| Pfizer (PFE) | 1.2 | $9.4M | 259k | 36.22 | |
| Visa (V) | 0.9 | $7.3M | 64k | 114.01 | |
| NetEase (NTES) | 0.9 | $7.2M | 21k | 345.07 | |
| China Yuchai Intl (CYD) | 0.9 | $7.1M | 298k | 24.00 | |
| Elbit Systems (ESLT) | 0.8 | $6.8M | 51k | 133.29 | |
| Mercer International (MERC) | 0.8 | $6.4M | 450k | 14.30 | |
| iShares S&P NA Tec. Semi. Idx (SOXX) | 0.8 | $6.2M | 37k | 169.81 | |
| National Instruments | 0.7 | $5.7M | 138k | 41.63 | |
| Autohome Inc- (ATHM) | 0.7 | $5.6M | 87k | 64.67 | |
| Alibaba Group Holding (BABA) | 0.7 | $5.5M | 32k | 172.43 | |
| Microchip Technology (MCHP) | 0.7 | $5.3M | 60k | 87.87 | |
| Cnooc | 0.6 | $5.1M | 36k | 143.56 | |
| Te Connectivity Ltd for | 0.6 | $4.9M | 52k | 95.04 | |
| Cohu (COHU) | 0.5 | $4.2M | 192k | 21.95 | |
| Benchmark Electronics (BHE) | 0.5 | $4.2M | 146k | 29.10 | |
| Acushnet Holdings Corp (GOLF) | 0.5 | $4.2M | 199k | 21.08 | |
| Electronic Arts (EA) | 0.5 | $3.6M | 34k | 105.06 | |
| Powershares Etf Trust dyn semct port | 0.4 | $3.4M | 67k | 50.48 | |
| Sykes Enterprises, Incorporated | 0.4 | $3.3M | 104k | 31.45 | |
| China Distance Education Holdings | 0.4 | $3.1M | 340k | 9.27 | |
| Novartis (NVS) | 0.4 | $3.0M | 36k | 83.97 | |
| WNS | 0.3 | $2.8M | 70k | 40.13 | |
| Orion Engineered Carbons (OEC) | 0.3 | $2.6M | 103k | 25.60 | |
| Net 1 UEPS Technologies (LSAK) | 0.3 | $2.5M | 208k | 11.89 | |
| Visteon Corporation (VC) | 0.3 | $2.4M | 19k | 125.15 | |
| Phoenix New Media | 0.3 | $2.2M | 337k | 6.49 | |
| LG Display (LPL) | 0.2 | $1.9M | 137k | 13.76 | |
| China Mobile | 0.2 | $1.8M | 36k | 50.55 | |
| Syntel | 0.1 | $1.2M | 51k | 22.99 | |
| Myriad Genetics (MYGN) | 0.1 | $1.2M | 36k | 34.35 | |
| DSP | 0.1 | $1.2M | 93k | 12.50 | |
| Vishay Precision (VPG) | 0.1 | $1.2M | 46k | 25.15 | |
| iShares MSCI Thailand Index Fund (THD) | 0.1 | $989k | 11k | 92.47 | |
| Cheetah Mobile | 0.1 | $988k | 82k | 12.08 | |
| Daqo New Energy Corp- (DQ) | 0.1 | $739k | 12k | 59.42 | |
| Kadant (KAI) | 0.1 | $616k | 6.1k | 100.42 | |
| MKS Instruments (MKSI) | 0.1 | $510k | 5.4k | 94.44 | |
| Harmony Gold Mining (HMY) | 0.1 | $401k | 214k | 1.87 | |
| Fanhua Inc -ads american depository receipt | 0.1 | $361k | 17k | 21.62 | |
| Prudential Public Limited Company (PUK) | 0.0 | $335k | 6.6k | 50.76 | |
| ON Semiconductor (ON) | 0.0 | $262k | 13k | 20.96 | |
| BHP Billiton (BHP) | 0.0 | $222k | 4.8k | 45.95 | |
| United Microelectronics (UMC) | 0.0 | $50k | 21k | 2.40 |
