Global Thematic Partners

Global Thematic Partners as of March 31, 2013

Portfolio Holdings for Global Thematic Partners

Global Thematic Partners holds 57 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Mosaic (MOS) 9.3 $601M 10M 59.61
Potash Corp. Of Saskatchewan I 7.8 $505M 13M 39.25
Bunge 6.3 $410M 5.6M 73.83
Dow Chemical Company 5.4 $348M 11M 31.84
CSX Corporation (CSX) 4.8 $311M 13M 24.63
Laboratory Corp. of America Holdings (LH) 4.7 $300M 3.3M 90.20
ICICI Bank (IBN) 4.5 $291M 6.8M 42.90
CF Industries Holdings (CF) 4.3 $279M 1.5M 190.37
Calpine Corporation 3.4 $222M 11M 20.60
Apple (AAPL) 3.0 $191M 431k 442.63
NCR Corporation (VYX) 2.8 $182M 6.6M 27.56
AGCO Corporation (AGCO) 2.6 $165M 3.2M 52.12
Microsoft Corporation (MSFT) 2.3 $147M 5.1M 28.61
Life Technologies 2.2 $144M 2.2M 64.63
Mondelez Int (MDLZ) 2.2 $144M 4.7M 30.61
Oracle Corporation (ORCL) 2.1 $136M 4.2M 32.34
Teva Pharmaceutical Industries (TEVA) 2.0 $133M 3.3M 39.68
Bank of America Corporation (BAC) 1.9 $123M 10M 12.18
Energy Transfer Partners 1.8 $114M 2.2M 50.69
Hain Celestial (HAIN) 1.7 $108M 1.8M 61.08
Goldcorp 1.6 $101M 3.0M 33.63
UnitedHealth (UNH) 1.4 $93M 1.6M 57.21
Starwood Hotels & Resorts Worldwide 1.3 $86M 1.3M 63.73
Barrick Gold Corp (GOLD) 1.3 $83M 2.8M 29.40
V.F. Corporation (VFC) 1.1 $72M 428k 167.75
Quest Diagnostics Incorporated (DGX) 1.0 $65M 1.1M 56.45
NetApp (NTAP) 1.0 $63M 1.8M 34.16
Banco Itau Holding Financeira (ITUB) 1.0 $62M 3.5M 17.80
Braskem SA (BAK) 1.0 $62M 4.6M 13.54
Nike (NKE) 0.9 $60M 1.0M 59.01
Ashland 0.9 $57M 766k 74.30
Adobe Systems Incorporated (ADBE) 0.9 $56M 1.3M 43.51
Lazard Ltd-cl A shs a 0.9 $56M 1.6M 34.13
Home Inns & Hotels Management 0.8 $49M 1.7M 29.79
Darling International (DAR) 0.7 $46M 2.6M 17.96
Plains All American Pipeline (PAA) 0.7 $46M 815k 56.48
MercadoLibre (MELI) 0.7 $44M 451k 96.57
Mindray Medical International 0.7 $43M 1.1M 39.94
TreeHouse Foods (THS) 0.7 $42M 640k 65.15
D Tumi Holdings 0.6 $40M 1.9M 20.94
Valero Energy Corporation (VLO) 0.6 $38M 830k 45.49
Abbvie (ABBV) 0.6 $37M 903k 40.78
Energy Transfer Equity (ET) 0.5 $31M 522k 58.48
Adecoagro S A (AGRO) 0.5 $29M 3.8M 7.69
Tesoro Corporation 0.4 $28M 476k 58.56
Sunopta (STKL) 0.4 $27M 3.8M 7.20
New York Times Company (NYT) 0.4 $25M 2.6M 9.80
iRobot Corporation (IRBT) 0.4 $25M 977k 25.66
Monsanto Company 0.4 $24M 222k 105.64
Teekay Shipping Marshall Isl (TK) 0.4 $23M 648k 35.96
Frontier Communications 0.3 $21M 5.2M 3.98
Fresh Market 0.3 $19M 437k 42.77
Hillshire Brands 0.2 $16M 465k 35.15
Cresud (CRESY) 0.2 $15M 1.6M 9.39
Ryder System (R) 0.2 $12M 197k 59.76
Artisan Partners (APAM) 0.1 $9.9M 250k 39.44
Senomyx 0.0 $2.6M 1.2M 2.11