Global Thematic Partners

Global Thematic Partners as of June 30, 2014

Portfolio Holdings for Global Thematic Partners

Global Thematic Partners holds 80 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Potash Corp. Of Saskatchewan I 5.6 $366M 9.6M 37.96
Mosaic (MOS) 4.5 $291M 5.9M 49.45
Ambev Sa- (ABEV) 3.6 $238M 34M 7.04
Amazon (AMZN) 3.3 $218M 672k 324.78
Dow Chemical Company 2.9 $189M 3.7M 51.46
Citigroup (C) 2.9 $190M 4.0M 47.10
NCR Corporation (VYX) 2.9 $188M 5.3M 35.09
Newmont Mining Corporation (NEM) 2.9 $187M 7.3M 25.44
CSX Corporation (CSX) 2.7 $177M 5.7M 30.81
Weyerhaeuser Company (WY) 2.6 $169M 5.1M 33.09
Kinder Morgan (KMI) 2.5 $166M 4.6M 36.26
Estee Lauder Companies (EL) 2.5 $163M 2.2M 74.26
Tesoro Corporation 2.4 $158M 2.7M 58.67
Oracle Corporation (ORCL) 2.2 $143M 3.5M 40.53
Agrium 2.1 $136M 1.5M 91.63
Vale (VALE) 2.0 $130M 9.8M 13.23
Thermo Fisher Scientific (TMO) 1.9 $124M 1.1M 118.00
Bank of America Corporation (BAC) 1.9 $124M 8.0M 15.37
ICICI Bank (IBN) 1.9 $123M 2.5M 49.90
Goldman Sachs (GS) 1.9 $122M 731k 167.44
Calpine Corporation 1.9 $121M 5.1M 23.81
Yum! Brands (YUM) 1.8 $118M 1.5M 81.20
Apple (AAPL) 1.8 $118M 1.3M 92.93
Laboratory Corp. of America Holdings (LH) 1.6 $103M 1.0M 102.40
Credicorp (BAP) 1.6 $103M 664k 155.47
CF Industries Holdings (CF) 1.5 $99M 412k 240.53
Axiall 1.5 $99M 2.1M 47.27
Starwood Hotels & Resorts Worldwide 1.5 $99M 1.2M 80.82
Navistar International Corporation 1.5 $98M 2.6M 37.48
Nike (NKE) 1.5 $96M 1.2M 77.55
JPMorgan Chase & Co. (JPM) 1.5 $95M 1.7M 57.62
Peabody Energy Corporation 1.4 $90M 5.5M 16.35
Stanley Black & Decker (SWK) 1.3 $87M 990k 87.82
Fresh Market 1.2 $79M 2.4M 33.47
Freeport-McMoRan Copper & Gold (FCX) 1.0 $65M 1.8M 36.50
Valero Energy Corporation (VLO) 1.0 $65M 1.3M 50.10
Ubs Ag Cmn 0.9 $62M 3.4M 18.32
Adobe Systems Incorporated (ADBE) 0.9 $60M 829k 72.36
Citrix Systems 0.9 $59M 950k 62.55
Mondelez Int (MDLZ) 0.9 $57M 1.5M 37.61
Celgene Corporation 0.8 $56M 648k 85.88
Artisan Partners (APAM) 0.8 $55M 972k 56.68
FedEx Corporation (FDX) 0.8 $54M 356k 151.38
D Tumi Holdings 0.7 $48M 2.4M 20.13
Panera Bread Company 0.7 $48M 320k 149.83
Teva Pharmaceutical Industries (TEVA) 0.7 $44M 831k 52.42
Mead Johnson Nutrition 0.7 $42M 452k 93.18
Braskem SA (BAK) 0.7 $42M 3.3M 12.85
Home Inns & Hotels Management 0.6 $41M 1.2M 34.23
Cubist Pharmaceuticals 0.6 $41M 587k 69.82
iRobot Corporation (IRBT) 0.6 $37M 901k 40.95
Lazard Ltd-cl A shs a 0.6 $37M 712k 51.56
TreeHouse Foods (THS) 0.5 $34M 423k 80.07
Mindray Medical International 0.5 $33M 1.1M 31.50
Adecoagro S A (AGRO) 0.5 $33M 3.5M 9.44
Lululemon Athletica (LULU) 0.5 $32M 784k 40.48
Fibria Celulose 0.5 $31M 3.2M 9.72
ISIS Pharmaceuticals 0.5 $30M 856k 34.45
Medidata Solutions 0.4 $29M 666k 42.81
Blackstone 0.4 $28M 837k 33.44
Rock-Tenn Company 0.4 $27M 254k 105.59
Alnylam Pharmaceuticals (ALNY) 0.4 $26M 414k 63.17
ConAgra Foods (CAG) 0.4 $25M 856k 29.68
Darling International (DAR) 0.4 $24M 1.2M 20.90
Energy Transfer Partners 0.4 $24M 411k 57.97
Zoetis Inc Cl A (ZTS) 0.4 $24M 751k 32.27
Bunge 0.4 $23M 308k 75.64
Gol Linhas Aereas Inteligentes SA 0.3 $23M 4.2M 5.48
NRG Energy (NRG) 0.3 $21M 567k 37.20
Zillow 0.3 $21M 147k 142.94
Trulia 0.3 $21M 443k 47.37
Cresud (CRESY) 0.3 $20M 1.5M 13.05
Sunopta (STKL) 0.3 $20M 1.4M 14.08
Annie's 0.2 $12M 345k 33.82
Ingredion Incorporated (INGR) 0.2 $11M 144k 75.03
Harley-Davidson (HOG) 0.2 $11M 150k 69.86
Whitewave Foods 0.2 $11M 327k 32.37
AGCO Corporation (AGCO) 0.1 $8.8M 157k 56.22
PerkinElmer (RVTY) 0.1 $6.1M 129k 46.84
Cellular Dynamics Internatio 0.0 $804k 55k 14.58