Sensato Investors

Companies in the Sensato Investors portfolio as of December 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Melco Crown Entertainment (MPEL) 3.47 951800 29.04
Fibria Celulose S.A. (FBR) 3.43 1.86M 14.70
Vishay Intertechnology (VSH) 3.26 1.25M 20.75
Las Vegas Sands (LVS) 3.14 360700 69.49
STMicroelectronics N.V. (STM) 3.09 1.13M 21.84
Unilever (UL) 2.87 412968 55.34
Garmin Ltd. 2.75 368399 59.57
51job (JOBS) 2.72 356065 60.85
BHP Billiton (BBL) 2.63 519689 40.30
Agilent Technologies Inc C ommon 2.60 310218 66.97
Vaneck Vectors Semiconductor Etf semiconductor 2.59 211300 97.81
Estee Lauder Companies (EL) 2.52 158100 127.24
Royal Dutch Shell (RDS.B) 2.49 290690 68.29
Southern Copper Corporation (SCCO) 2.46 413046 47.45
Yirendai 2.45 443681 43.97
Amphenol Corporation (APH) 2.43 220494 87.80
Lam Research Corporation (LRCX) 2.42 104800 184.07
Applied Materials (AMAT) 2.40 374100 51.12
KLA-Tencor Corporation (KLAC) 2.35 178100 105.07
Hp 2.31 878093 21.01
Boeing Company (BA) 2.29 61900 294.91
Bruker Corporation (BRKR) 2.27 527658 34.32
Texas Instruments Incorporated (TXN) 2.25 171600 104.44
Hewlett Packard Enterprise 2.16 1.20M 14.36
Waters Corporation (WAT) 2.11 87200 193.19
3M Company (MMM) 2.08 70500 235.38
Kulicke and Soffa Industries (KLIC) 1.95 638860 24.34
TOTAL S.A. (TOT) 1.92 277731 55.28
Maxim Integrated Products (MXIM) 1.89 288686 52.28
AVX Corporation (AVX) 1.78 821831 17.30
China Petroleum & Chemical (SNP) 1.65 179088 73.37
Tarena International Inc- 1.60 850416 14.99
PerkinElmer (PKI) 1.56 169859 73.12
SK Tele (SKM) 1.44 411501 27.91
Mettler-Toledo International (MTD) 1.35 17369 619.49
Pfizer (PFE) 1.18 258800 36.22
Visa (V) 0.92 64300 114.01
NetEase (NTES) 0.90 20900 345.07
China Yuchai Intl Ltd 0.90 297791 24.00
Elbit Systems Ltd 0.85 50904 133.29
Mercer International (MERC) 0.81 450028 14.30
iShares S&P; NA Tec. Semi. Idx. Fd. (SOXX) 0.78 36800 169.81
National Instruments (NATI) 0.72 137900 41.63
Autohome Inc- 0.71 87216 64.67
Alibaba Group Holding Ltd Spon 0.69 31700 172.43
Microchip Technology (MCHP) 0.66 59780 87.87
CNOOC (CEO) 0.64 35777 143.56
Te Connectivity Ltd for 0.62 52000 95.04
Cohu (COHU) 0.53 192180 21.95
Benchmark Electronics (BHE) 0.53 145747 29.10
Acushnet Holdings Corp Com Added 0.53 199418 21.08
Electronic Arts (ERTS) 0.45 34437 105.06
Powershares Etf Trust dyn semct port 0.42 67022 50.48
Sykes Enterprises, Incorporated (SYKE) 0.41 104321 31.45
China Distance Education Holdings (DL) 0.39 339763 9.27
Novartis AG (NVS) 0.38 36300 83.97
WNS (WNS) 0.35 69500 40.13
Orion Engineered Carbons 0.33 102600 25.60
Net 1 UEPS Technologies (UEPS) 0.31 208312 11.89
Visteon Corporation (VC) 0.30 19400 125.15
Phoenix New Media Ltd sponsored ads 0.27 336522 6.49
LG Display (LPL) 0.24 136757 13.76
China Mobile (CHL) 0.23 36300 50.55
Syntel (SYNT) 0.15 50583 22.99
Myriad Genetics (MYGN) 0.15 35900 34.35
DSP (DSPG) 0.15 92780 12.50
Vishay Precision (VPG) 0.14 45892 25.15
iShares MSCI Thailand Index Fund (THD) 0.12 10695 92.47
Cheetah Mobile 0.12 81784 12.08
Daqo New Energy Corp- 0.09 12437 59.42
Kadant (KAI) 0.08 6134 100.42
MKS Instruments (MKSI) 0.06 5400 94.44
Harmony Gold Mining (HMY) 0.05 214276 1.87
Fanhua Inc -ads american depository receipt 0.05 16700 21.62
Prudential Public Limited Company (PUK) 0.04 6600 50.76
ON Semiconductor (ONNN) 0.03 12500 20.96
BHP Billiton (BHP) 0.03 4831 45.95
United Microelectronics (UMC) 0.01 20800 2.40