Global Thematic Partners

Global Thematic Partners as of Dec. 31, 2014

Portfolio Holdings for Global Thematic Partners

Global Thematic Partners holds 74 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Potash Corp. Of Saskatchewan I 5.7 $364M 10M 35.32
Amazon (AMZN) 4.6 $293M 944k 310.35
Dow Chemical Company 4.4 $282M 6.2M 45.61
Ambev Sa- (ABEV) 4.4 $282M 45M 6.22
Mosaic (MOS) 4.3 $275M 6.0M 45.65
Freeport-McMoRan Copper & Gold (FCX) 3.5 $224M 9.6M 23.36
Vale (VALE) 3.5 $223M 27M 8.18
Citigroup (C) 3.2 $203M 3.7M 54.11
Thermo Fisher Scientific (TMO) 2.8 $174M 1.4M 125.29
Yum! Brands (YUM) 2.7 $174M 2.4M 72.85
Newmont Mining Corporation (NEM) 2.7 $171M 9.0M 18.90
Kinder Morgan (KMI) 2.4 $152M 3.6M 42.31
Estee Lauder Companies (EL) 2.3 $147M 1.9M 76.20
Oracle Corporation (ORCL) 2.3 $145M 3.2M 44.97
Ubs Group (UBS) 2.2 $139M 8.1M 17.05
Bank of America Corporation (BAC) 2.1 $135M 7.6M 17.89
Agrium 1.9 $119M 1.3M 94.72
Starwood Hotels & Resorts Worldwide 1.8 $114M 1.4M 81.07
ConAgra Foods (CAG) 1.7 $110M 3.0M 36.28
Valero Energy Corporation (VLO) 1.6 $101M 2.0M 49.50
Laboratory Corp. of America Holdings (LH) 1.6 $99M 915k 107.90
CSX Corporation (CSX) 1.6 $98M 2.7M 36.23
CF Industries Holdings (CF) 1.5 $94M 345k 272.54
Navistar International Corporation 1.5 $94M 2.8M 33.48
General Motors Company (GM) 1.4 $91M 2.6M 34.91
Westlake Chemical Corporation (WLK) 1.4 $89M 1.5M 61.09
Adobe Systems Incorporated (ADBE) 1.4 $88M 1.2M 72.70
Stanley Black & Decker (SWK) 1.4 $86M 899k 96.08
Axiall 1.4 $86M 2.0M 42.47
Mondelez Int (MDLZ) 1.3 $83M 2.3M 36.32
Calpine Corporation 1.2 $78M 3.5M 22.13
Fresh Market 1.2 $78M 1.9M 41.20
Artisan Partners (APAM) 1.2 $76M 1.5M 50.53
Celgene Corporation 1.1 $70M 625k 111.86
Jd (JD) 1.1 $67M 2.9M 23.14
Harley-Davidson (HOG) 1.0 $65M 984k 65.91
Fibria Celulose 1.0 $62M 5.1M 12.13
Credicorp (BAP) 0.9 $59M 367k 160.18
Homeaway 0.9 $59M 2.0M 29.78
Medidata Solutions 0.9 $58M 1.2M 47.75
Tesoro Corporation 0.9 $56M 747k 74.35
ISIS Pharmaceuticals 0.8 $52M 842k 61.75
Grubhub 0.8 $49M 1.4M 36.32
Lazard Ltd-cl A shs a 0.7 $46M 913k 50.03
Banco Itau Holding Financeira (ITUB) 0.7 $45M 3.4M 13.01
D Tumi Holdings 0.7 $45M 1.9M 23.73
Bunge 0.7 $44M 484k 90.91
Cobalt Intl Energy 0.7 $44M 4.9M 8.89
Alnylam Pharmaceuticals (ALNY) 0.6 $39M 406k 97.00
Homeinns Hotel 0.6 $39M 1.3M 30.02
iRobot Corporation (IRBT) 0.6 $39M 1.1M 34.72
Intrexon 0.6 $37M 1.3M 27.53
Lan Airlines Sa- (LTMAY) 0.6 $35M 2.9M 11.98
ICICI Bank (IBN) 0.5 $34M 2.9M 11.55
Companhia de Saneamento Basi (SBS) 0.5 $34M 5.4M 6.29
Banco Bradesco SA (BBD) 0.5 $33M 2.5M 13.37
Darling International (DAR) 0.5 $32M 1.7M 18.16
Panera Bread Company 0.5 $29M 166k 174.80
AGCO Corporation (AGCO) 0.4 $28M 608k 45.20
Mindray Medical International 0.4 $27M 1.0M 26.40
Andersons (ANDE) 0.4 $24M 452k 53.14
Adecoagro S A (AGRO) 0.4 $24M 3.0M 8.01
TreeHouse Foods (THS) 0.3 $20M 236k 85.54
Intrepid Potash 0.2 $15M 1.1M 13.88
Cresud (CRESY) 0.2 $14M 1.4M 10.09
Israel Chemicals 0.2 $13M 1.8M 7.25
Zoetis Inc Cl A (ZTS) 0.2 $12M 280k 43.03
Ingredion Incorporated (INGR) 0.2 $12M 138k 84.85
Post Holdings Inc Common (POST) 0.2 $10M 245k 41.89
Noodles & Co (NDLS) 0.1 $5.8M 218k 26.35
Archer Daniels Midland Company (ADM) 0.1 $3.5M 68k 51.98
Sunopta (STKL) 0.0 $2.0M 168k 11.85
National Bk Greece S A spn adr rep 1 sh 0.0 $484k 271k 1.79
Cellular Dynamics Internatio 0.0 $355k 55k 6.44