Sensato Investors

Companies in the Sensato Investors portfolio as of December 2018 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
KT Corporation (KT) 4.58 1.21M 14.22
NetEase (NTES) 3.98 63700 235.37
Visa (V) 3.66 104601 131.94
Mellanox Technologies Ltd 3.15 128572 92.38
Merck & Co (MRK) 3.04 149984 76.41
SK Tele (SKM) 2.95 415227 26.80
WNS (WNS) 2.83 258336 41.26
PerkinElmer (PKI) 2.79 133600 78.55
51job (JOBS) 2.73 164996 62.44
BHP Billiton (BHP) 2.66 207800 48.29
Waters Corporation (WAT) 2.56 51141 188.65
Agilent Technologies Inc C ommon 2.52 140737 67.46
Royal Dutch Shell (RDS.B) 2.45 153760 59.94
Cadence Design Systems (CDNS) 2.44 211812 43.48
Microsoft Corporation (MSFT) 2.43 90100 101.56
AVX Corporation (AVX) 2.43 601115 15.25
Thermo Fisher Scientific (TMO) 2.43 40975 223.79
Fortinet (FTNT) 2.35 125801 70.43
Acushnet Holdings Corp Com Added 2.34 418119 21.07
Vale (VALE) 2.33 664876 13.19
Mettler-Toledo International (MTD) 2.33 15536 565.59
Autohome Inc- 2.28 110013 78.23
Hp 2.26 416974 20.46
Bruker Corporation (BRKR) 2.13 270115 29.77
Daqo New Energy Corp- 2.06 331293 23.40
Infosys Technologies (INFY) 1.73 685892 9.52
China Mobile (CHL) 1.73 135451 48.00
China Petroleum & Chemical (SNP) 1.67 88919 70.60
Nokia Corporation (NOK) 1.59 1.03M 5.82
USANA Health Sciences (USNA) 1.39 44584 117.73
Mercer International (MERC) 1.35 486808 10.44
Radware Ltd ord 1.26 209554 22.71
Las Vegas Sands (LVS) 1.13 81800 52.05
STMicroelectronics N.V. (STM) 1.08 293701 13.88
China Yuchai Intl Ltd 1.08 325655 12.44
Wipro (WIT) 1.05 767921 5.13
Callaway Golf Company (ELY) 1.03 254825 15.30
PetroChina Company (PTR) 1.01 61837 61.55
Codexis Inc 0.80 179927 16.70
Xilinx (XLNX) 0.77 34051 85.17
KLA-Tencor Corporation (KLAC) 0.71 29900 89.50
Boeing Company (BA) 0.65 7576 322.47
AU Optronics (AUO) 0.62 592215 3.94
MasterCard Incorporated (MA) 0.61 12199 188.62
POS (PKX) 0.60 41180 54.93
Zto Express Cayman Inc sponsored adr added 0.60 141774 15.83
New Oriental Education & Tech (EDU) 0.57 38895 54.81
Changyou (CYOU) 0.55 112875 18.28
Noah Holdings (NOAH) 0.55 48164 43.31
China Distance Education Holdings (DL) 0.55 311801 6.70
Sinopec Shanghai Petrochemical (SHI) 0.51 44190 43.15
Prudential Financial (PRU) 0.50 22874 81.53
Ebix (EBIX) 0.49 43088 42.56
Alibaba Group Holding Ltd Spon 0.46 12602 137.04
Tarena International Inc- 0.42 253328 6.30
Pfizer (PFE) 0.39 34025 43.64
Genpact Limited shs 0.38 53043 27.00
21vianet Group Inc Adr adr 0.38 164354 8.64
Texas Instruments Incorporated (TXN) 0.34 13600 94.49
Cabot Microelectronics Corporation (CCMP) 0.29 11400 95.35
Aercap Holdings Nv Ord Cmn 0.28 26263 39.60
3M Company (MMM) 0.28 5600 190.54
Pentair cs 0.26 25730 37.78
Orion Engineered Carbons 0.26 38365 25.28
Dr. Reddy's Laboratories (RDY) 0.25 24881 37.70
Kennametal (KMT) 0.22 25161 33.27
Morphosys Ag Adr 0.21 31245 25.28
Silicon Motion Technology (SIMO) 0.19 20496 34.49
Yum China Holdings 0.17 19433 33.55
NetApp (NTAP) 0.16 10000 59.70
China Telecom Corporation (CHA) 0.14 10718 50.76
Unilever (UL) 0.14 10095 52.20
Onesmart Intl Ed Group Ltd sponsored ads 0.13 63600 7.80
Fanhua Inc -ads american depository receipt 0.12 20591 21.95
JinkoSolar Holding (JKS) 0.11 43029 9.90
Sykes Enterprises, Incorporated (SYKE) 0.10 15565 24.73
Maxim Integrated Products (MXIM) 0.09 6865 50.84
Gates Industrial Corpratin P ord shs 0.07 18870 13.25
National Instruments (NATI) 0.06 5039 45.45
Hollysys Automation Technolo shs 0.06 12821 17.47
Ppdai Group Inc sponsored adr 0.06 58500 3.61
Xinyuan Real Estate (XIN) 0.05 47400 3.80
United Microelectronics (UMC) 0.02 32400 1.79