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 432
New Positions 32
Increased Positions 176
Decreased Positions 207
Positions with Activity 383
Sold Out Positions 19
Total Mkt Value (in $ millions) 8,557

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

Sector Weighting

Basic Materials 2.79%
Capital Goods 3.45%
Conglomerates 0.27%
Consumer Cyclical 5.67%
Consumer/Non-Cyclical 7.58%
Energy 7.38%
Financial 10.2%
Healthcare 12.11%
Services 19.15%
Technology 27.92%
Transportation 1.68%
Utilities 0.78%

432 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
ALIGN TECHNOLOGY INC COM 169,625 -34,109 (16.74) 2,957,714
AKORN INC COM 80,648 -32,479 (28.71) 1,498,763
WAL-MART STORES INC COM 35,630 -27,638 (43.68) 424,524
LIFE TIME FITNESS INC COM 115,338 -26,982 (18.96) 1,995,471
SMUCKER J M CO COM NEW -25,266 Sold Out 0
GENTEX CORP COM 58,629 -23,894 (28.96) 3,327,406
RESTORATION HARDWARE HLDGS INC COM 76,683 -23,424 (23.4) 870,411
PROTO LABS INC COM 102,330 -21,912 (17.64) 1,439,648
ICON PLC SHS 85,901 -19,698 (18.65) 1,244,765
MORNINGSTAR INC COM 2,506 -18,533 (88.09) 33,565
DECKERS OUTDOOR CORP COM 59,281 -16,778 (22.06) 798,501
HEXCEL CORP NEW COM 145,774 -16,582 (10.21) 3,063,776
NATIONAL INSTRS CORP COM 28,298 -16,380 (36.66) 908,735
DEALERTRACK TECHNOLOGIES INC COM 95,871 -14,663 (13.27) 2,410,637
REALPAGE INC COM 53,207 -13,724 (20.51) 2,630,125
ALLERGAN INC COM 30,133 -13,625 (31.14) 129,471
BOSTON BEER INC CL A 104,208 -13,297 (11.32) 389,418
MARKETAXESS HLDGS INC COM 149,882 -12,474 (7.68) 1,883,176
COSTAR GROUP INC COM 105,792 -12,441 (10.52) 531,189
FORTINET INC COM 20,986 -12,125 (36.62) 624,395


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