Sensato Investors

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 (LRCX) 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 (TEL) 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 (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 (FANH) 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