Sensato Investors as of March 31, 2017
Portfolio Holdings for Sensato Investors
Sensato Investors holds 91 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| KT Corporation (KT) | 5.4 | $33M | 2.0M | 16.83 | |
| Aercap Holdings Nv Ord Cmn (AER) | 4.7 | $28M | 615k | 45.97 | |
| Vishay Intertechnology (VSH) | 4.6 | $28M | 1.7M | 16.45 | |
| STMicroelectronics (STM) | 4.2 | $26M | 1.7M | 15.46 | |
| Analog Devices (ADI) | 4.2 | $25M | 308k | 81.95 | |
| Intel Corporation (INTC) | 3.5 | $21M | 585k | 36.07 | |
| Air Lease Corp (AL) | 3.4 | $20M | 525k | 38.75 | |
| Maxim Integrated Products | 3.3 | $20M | 444k | 44.96 | |
| Changyou | 3.2 | $19M | 689k | 28.04 | |
| Kulicke and Soffa Industries (KLIC) | 2.9 | $18M | 869k | 20.32 | |
| Danaher Corporation (DHR) | 2.8 | $17M | 194k | 85.53 | |
| Hp (HPQ) | 2.7 | $16M | 915k | 17.88 | |
| 51job | 2.7 | $16M | 445k | 36.66 | |
| Philip Morris International (PM) | 2.6 | $16M | 141k | 112.90 | |
| PerkinElmer (RVTY) | 2.5 | $15M | 266k | 58.06 | |
| Smith & Nephew (SNN) | 2.4 | $14M | 466k | 30.93 | |
| SK Tele | 2.4 | $14M | 569k | 25.18 | |
| British American Tobac (BTI) | 2.3 | $14M | 213k | 66.32 | |
| AVX Corporation | 2.2 | $14M | 829k | 16.38 | |
| NetEase (NTES) | 2.1 | $13M | 45k | 284.01 | |
| BHP Billiton | 2.0 | $12M | 390k | 31.15 | |
| PT Telekomunikasi Indonesia (TLK) | 1.9 | $12M | 376k | 31.17 | |
| Prudential Public Limited Company (PUK) | 1.9 | $11M | 266k | 42.36 | |
| Knowles (KN) | 1.8 | $11M | 579k | 18.95 | |
| Mercer International (MERC) | 1.7 | $10M | 891k | 11.70 | |
| China Petroleum & Chemical | 1.7 | $10M | 125k | 81.51 | |
| Pegasystems (PEGA) | 1.5 | $9.0M | 205k | 43.85 | |
| Qiagen Nv | 1.4 | $8.4M | 289k | 28.97 | |
| Net 1 UEPS Technologies (LSAK) | 1.3 | $7.9M | 649k | 12.23 | |
| Applied Materials (AMAT) | 1.3 | $7.7M | 198k | 38.90 | |
| Trinseo S A | 1.1 | $6.6M | 98k | 67.10 | |
| Te Connectivity Ltd for | 1.0 | $5.8M | 78k | 74.56 | |
| Benchmark Electronics (BHE) | 0.9 | $5.7M | 180k | 31.80 | |
| Nord Anglia Education | 0.9 | $5.7M | 225k | 25.34 | |
| LG Display (LPL) | 0.8 | $4.6M | 341k | 13.62 | |
| Tupperware Brands Corporation | 0.7 | $4.5M | 71k | 62.71 | |
| Texas Instruments Incorporated (TXN) | 0.7 | $4.2M | 53k | 80.55 | |
| Seagate Technology Com Stk | 0.6 | $3.7M | 81k | 45.94 | |
| Tarena International Inc- | 0.6 | $3.7M | 200k | 18.68 | |
| China Distance Education Holdings | 0.6 | $3.6M | 357k | 10.20 | |
| Sykes Enterprises, Incorporated | 0.6 | $3.4M | 115k | 29.40 | |
| Amkor Technology (AMKR) | 0.6 | $3.3M | 286k | 11.59 | |
| Cohu (COHU) | 0.5 | $3.1M | 166k | 18.46 | |
| KongZhong Corporation | 0.5 | $3.0M | 399k | 7.41 | |
| Lam Research Corporation | 0.5 | $2.9M | 23k | 128.37 | |
| Bruker Corporation (BRKR) | 0.5 | $2.9M | 123k | 23.33 | |
| Keysight Technologies (KEYS) | 0.5 | $2.8M | 78k | 36.14 | |
| Orbotech Ltd Com Stk | 0.5 | $2.8M | 86k | 32.25 | |
| KB Financial (KB) | 0.5 | $2.7M | 62k | 43.96 | |
| AstraZeneca (AZN) | 0.4 | $2.4M | 77k | 31.14 | |
| Kadant (KAI) | 0.4 | $2.4M | 40k | 59.36 | |
| A10 Networks (ATEN) | 0.4 | $2.4M | 257k | 9.15 | |
| Rudolph Technologies | 0.4 | $2.3M | 102k | 22.40 | |
| China Yuchai Intl (CYD) | 0.3 | $2.0M | 111k | 18.51 | |
| Chipmos Technologies | 0.3 | $2.1M | 117k | 17.75 | |
| Elbit Systems (ESLT) | 0.3 | $1.9M | 17k | 113.67 | |
| DSP | 0.3 | $1.9M | 161k | 12.00 | |
| Arrow Electronics (ARW) | 0.3 | $1.8M | 24k | 73.42 | |
| Agilent Technologies Inc C ommon (A) | 0.3 | $1.7M | 31k | 52.87 | |
| NOVA MEASURING Instruments L (NVMI) | 0.3 | $1.6M | 88k | 18.59 | |
| Sierra Wireless | 0.3 | $1.6M | 59k | 26.55 | |
| Phoenix New Media | 0.2 | $1.5M | 420k | 3.49 | |
| Himax Technologies (HIMX) | 0.2 | $1.3M | 146k | 9.12 | |
| China Lodging | 0.2 | $1.3M | 21k | 62.07 | |
| JinkoSolar Holding (JKS) | 0.2 | $1.2M | 75k | 16.57 | |
| Shinhan Financial (SHG) | 0.2 | $1.2M | 28k | 41.80 | |
| Harmony Gold Mining (HMY) | 0.1 | $887k | 362k | 2.45 | |
| Chart Industries (GTLS) | 0.1 | $936k | 27k | 34.93 | |
| AU Optronics | 0.1 | $824k | 216k | 3.82 | |
| International Flavors & Fragrances (IFF) | 0.1 | $808k | 6.1k | 132.46 | |
| Cree | 0.1 | $738k | 28k | 26.74 | |
| Photronics (PLAB) | 0.1 | $588k | 55k | 10.69 | |
| Syneron Medical Ltd ord | 0.1 | $601k | 57k | 10.54 | |
| China Digital TV Holding | 0.1 | $618k | 483k | 1.28 | |
| SciClone Pharmaceuticals | 0.1 | $606k | 62k | 9.80 | |
| Cabot Microelectronics Corporation | 0.1 | $575k | 7.5k | 76.67 | |
| TAL Education (TAL) | 0.1 | $554k | 5.2k | 106.54 | |
| China Telecom Corporation | 0.1 | $484k | 10k | 48.64 | |
| Entegris (ENTG) | 0.1 | $400k | 17k | 23.39 | |
| Radware Ltd ord (RDWR) | 0.1 | $357k | 22k | 16.15 | |
| Avnet (AVT) | 0.1 | $380k | 8.3k | 45.78 | |
| China Automotive Systems (CAAS) | 0.1 | $317k | 64k | 4.99 | |
| Global Sources | 0.1 | $299k | 36k | 8.26 | |
| NTT DoCoMo | 0.0 | $259k | 11k | 23.33 | |
| Park Electrochemical | 0.0 | $249k | 14k | 17.87 | |
| Semtech Corporation (SMTC) | 0.0 | $247k | 7.3k | 33.84 | |
| Fibria Celulose | 0.0 | $246k | 27k | 9.14 | |
| Fortinet (FTNT) | 0.0 | $272k | 7.1k | 38.31 | |
| Interface (TILE) | 0.0 | $240k | 13k | 19.05 | |
| Xilinx | 0.0 | $208k | 3.6k | 57.78 | |
| Xcerra | 0.0 | $110k | 12k | 8.87 |
