KORNITZER CAPITAL MANAGEMENT INC /KS Information

P O BOX 918, SHAWNEE MISSION, Kansas, 66201, (913) 677-7778

Report Date: 12/31/2014

Position Statistics

Total Positions 430
New Positions 32
Increased Positions 175
Decreased Positions 206
Positions with Activity 381
Sold Out Positions 19
Total Mkt Value (in $ millions) 8,570

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.64%
Capital Goods 3.56%
Conglomerates 0.31%
Consumer Cyclical 5.98%
Consumer/Non-Cyclical 7.56%
Energy 7.48%
Financial 10.48%
Healthcare 11.88%
Services 18.79%
Technology 27.85%
Transportation 1.57%
Utilities 0.81%

381 Activity Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
LIFE TIME FITNESS INC COM 142,257 -33,280 (18.96) 1,995,471
AKORN INC COM 79,779 -32,129 (28.71) 1,498,763
ALIGN TECHNOLOGY INC COM 157,868 -31,745 (16.74) 2,957,714
SMUCKER J M CO COM NEW -25,719 Sold Out 0
WAL-MART STORES INC COM 33,062 -25,646 (43.68) 424,524
GENTEX CORP COM 58,795 -23,962 (28.96) 3,327,406
RESTORATION HARDWARE HLDGS INC COM 77,919 -23,801 (23.4) 870,411
PROTO LABS INC COM 110,363 -23,633 (17.64) 1,439,648
ICON PLC SHS 85,864 -19,689 (18.65) 1,244,765
MORNINGSTAR INC COM 2,427 -17,952 (88.09) 33,565
HEXCEL CORP NEW COM 156,620 -17,816 (10.21) 3,063,776
NATIONAL INSTRS CORP COM 29,289 -16,953 (36.66) 908,735
DECKERS OUTDOOR CORP COM 56,893 -16,102 (22.06) 798,501
DEALERTRACK TECHNOLOGIES INC COM 91,002 -13,918 (13.27) 2,410,637
MARKETAXESS HLDGS INC COM 164,420 -13,684 (7.68) 1,883,176
BOSTON BEER INC CL A 100,976 -12,885 (11.32) 389,418
REALPAGE INC COM 48,552 -12,523 (20.51) 2,630,125
FORTINET INC COM 21,051 -12,163 (36.62) 624,395
COSTAR GROUP INC COM 102,711 -12,078 (10.52) 531,189
CORPORATE EXECUTIVE BRD CO COM 128,408 -11,533 (8.24) 1,536,904


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