Sensato Investors

Sensato Investors as of Dec. 31, 2017

Portfolio Holdings for Sensato Investors

Companies in the Sensato Investors portfolio as of the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Melco Crown Entertainment (MLCO) 3.47 $27.64M 951.80k 29.04
Fibria Celulose 3.43 $27.37M 1.86M 14.70
Vishay Intertechnology (VSH) 3.26 $26.03M 1.25M 20.75
Las Vegas Sands (LVS) 3.14 $25.07M 360.70k 69.49
STMicroelectronics (STM) 3.09 $24.63M 1.13M 21.84
Unilever (UL) 2.87 $22.85M 412.97k 55.34
Garmin (GRMN) 2.75 $21.95M 368.40k 59.57
51job (JOBS) 2.72 $21.67M 356.06k 60.85
BHP Billiton (BBL) 2.63 $20.94M 519.69k 40.30
Agilent Technologies Inc C ommon (A) 2.60 $20.78M 310.22k 66.97
Vaneck Vectors Semiconductor Etf semiconductor (SMH) 2.59 $20.67M 211.30k 97.81
Estee Lauder Companies (EL) 2.52 $20.12M 158.10k 127.24
Royal Dutch Shell (RDS.B) 2.49 $19.85M 290.69k 68.29
Southern Copper Corporation (SCCO) 2.46 $19.60M 413.05k 47.45
Yirendai (YRD) 2.45 $19.51M 443.68k 43.97
Amphenol Corporation (APH) 2.43 $19.36M 220.49k 87.80
Lam Research Corporation (LRCX) 2.42 $19.29M 104.80k 184.07
Applied Materials (AMAT) 2.40 $19.12M 374.10k 51.12
KLA-Tencor Corporation (KLAC) 2.35 $18.71M 178.10k 105.07
Hp (HPQ) 2.31 $18.45M 878.09k 21.01
Boeing Company (BA) 2.29 $18.25M 61.90k 294.91
Bruker Corporation (BRKR) 2.27 $18.11M 527.66k 34.32
Texas Instruments Incorporated (TXN) 2.25 $17.92M 171.60k 104.44
Hewlett Packard Enterprise (HPE) 2.16 $17.23M 1.20M 14.36
Waters Corporation (WAT) 2.11 $16.85M 87.20k 193.19
3M Company (MMM) 2.08 $16.59M 70.50k 235.38
Kulicke and Soffa Industries (KLIC) 1.95 $15.55M 638.86k 24.34
Total (TOT) 1.92 $15.35M 277.73k 55.28
Maxim Integrated Products (MXIM) 1.89 $15.09M 288.69k 52.28
AVX Corporation 1.78 $14.22M 821.83k 17.30
China Petroleum & Chemical (SNP) 1.65 $13.14M 179.09k 73.37
Tarena International Inc- (TEDU) 1.60 $12.75M 850.42k 14.99
PerkinElmer (PKI) 1.56 $12.42M 169.86k 73.12
SK Tele (SKM) 1.44 $11.48M 411.50k 27.91
Mettler-Toledo International (MTD) 1.35 $10.76M 17.37k 619.49
Pfizer (PFE) 1.18 $9.37M 258.80k 36.22
Visa (V) 0.92 $7.33M 64.30k 114.01
NetEase (NTES) 0.90 $7.21M 20.90k 345.07
China Yuchai Intl (CYD) 0.90 $7.15M 297.79k 24.00
Elbit Systems (ESLT) 0.85 $6.78M 50.90k 133.29
Mercer International (MERC) 0.81 $6.44M 450.03k 14.30
iShares S&P NA Tec. Semi. Idx (SOXX) 0.78 $6.25M 36.80k 169.81
National Instruments (NATI) 0.72 $5.74M 137.90k 41.63
Autohome Inc- (ATHM) 0.71 $5.64M 87.22k 64.67
Alibaba Group Holding (BABA) 0.69 $5.47M 31.70k 172.43
Microchip Technology (MCHP) 0.66 $5.25M 59.78k 87.87
Cnooc (CEO) 0.64 $5.14M 35.78k 143.56
Te Connectivity Ltd for (TEL) 0.62 $4.94M 52.00k 95.04
Cohu (COHU) 0.53 $4.22M 192.18k 21.95
Benchmark Electronics (BHE) 0.53 $4.24M 145.75k 29.10
Acushnet Holdings Corp (GOLF) 0.53 $4.20M 199.42k 21.08
Electronic Arts (EA) 0.45 $3.62M 34.44k 105.06
Powershares Etf Trust dyn semct port 0.42 $3.38M 67.02k 50.48
Sykes Enterprises, Incorporated (SYKE) 0.41 $3.28M 104.32k 31.45
China Distance Education Holdings (DL) 0.39 $3.15M 339.76k 9.27
Novartis (NVS) 0.38 $3.05M 36.30k 83.97
WNS (WNS) 0.35 $2.79M 69.50k 40.13
Orion Engineered Carbons (OEC) 0.33 $2.63M 102.60k 25.60
Net 1 UEPS Technologies (UEPS) 0.31 $2.48M 208.31k 11.89
Visteon Corporation (VC) 0.30 $2.43M 19.40k 125.15
Phoenix New Media (FENG) 0.27 $2.18M 336.52k 6.49
LG Display (LPL) 0.24 $1.88M 136.76k 13.76
China Mobile (CHL) 0.23 $1.83M 36.30k 50.55
Syntel 0.15 $1.16M 50.58k 22.99
Myriad Genetics (MYGN) 0.15 $1.23M 35.90k 34.35
DSP (DSPG) 0.15 $1.16M 92.78k 12.50
Vishay Precision (VPG) 0.14 $1.15M 45.89k 25.15
iShares MSCI Thailand Index Fund (THD) 0.12 $988.97k 10.70k 92.47
Cheetah Mobile (CMCM) 0.12 $987.95k 81.78k 12.08
Daqo New Energy Corp- (DQ) 0.09 $739.01k 12.44k 59.42
Kadant (KAI) 0.08 $615.98k 6.13k 100.42
MKS Instruments (MKSI) 0.06 $509.98k 5.40k 94.44
Harmony Gold Mining (HMY) 0.05 $400.70k 214.28k 1.87
Fanhua Inc -ads american depository receipt (FANH) 0.05 $361.05k 16.70k 21.62
Prudential Public Limited Company (PUK) 0.04 $335.02k 6.60k 50.76
ON Semiconductor (ON) 0.03 $262.00k 12.50k 20.96
BHP Billiton (BHP) 0.03 $221.98k 4.83k 45.95
United Microelectronics (UMC) 0.01 $49.92k 20.80k 2.40