Global Thematic Partners

Global Thematic Partners as of Sept. 30, 2014

Portfolio Holdings for Global Thematic Partners

Global Thematic Partners holds 77 positions in its portfolio as reported in the September 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Potash Corp. Of Saskatchewan I 5.4 $357M 10M 34.56
Mosaic (MOS) 4.3 $284M 6.4M 44.41
Amazon (AMZN) 4.1 $269M 834k 322.44
Citigroup (C) 4.0 $264M 5.1M 51.82
Ambev Sa- (ABEV) 3.6 $240M 37M 6.55
Vale (VALE) 3.3 $219M 20M 11.01
Newmont Mining Corporation (NEM) 3.1 $204M 8.8M 23.05
CSX Corporation (CSX) 2.7 $179M 5.6M 32.06
Yum! Brands (YUM) 2.7 $177M 2.5M 71.98
Dow Chemical Company 2.6 $172M 3.3M 52.44
Freeport-McMoRan Copper & Gold (FCX) 2.4 $161M 4.9M 32.65
Bank of America Corporation (BAC) 2.3 $152M 8.9M 17.05
Estee Lauder Companies (EL) 2.2 $148M 2.0M 74.72
Ubs Ag Cmn 2.2 $145M 8.4M 17.37
Kinder Morgan (KMI) 2.1 $142M 3.7M 38.34
NCR Corporation (VYX) 2.0 $135M 4.0M 33.41
Agrium 2.0 $133M 1.5M 89.00
Thermo Fisher Scientific (TMO) 1.9 $127M 1.0M 121.70
ConAgra Foods (CAG) 1.6 $107M 3.2M 33.04
Oracle Corporation (ORCL) 1.6 $103M 2.7M 38.28
Starwood Hotels & Resorts Worldwide 1.5 $100M 1.2M 83.21
JPMorgan Chase & Co. (JPM) 1.5 $99M 1.6M 60.24
CF Industries Holdings (CF) 1.4 $95M 339k 279.22
Stanley Black & Decker (SWK) 1.4 $91M 1.0M 88.79
Credicorp (BAP) 1.4 $92M 597k 153.38
Navistar International Corporation 1.3 $85M 2.6M 32.91
Laboratory Corp. of America Holdings (LH) 1.2 $83M 814k 101.75
Weyerhaeuser Company (WY) 1.2 $82M 2.6M 31.86
Fresh Market 1.2 $81M 2.3M 34.93
Mondelez Int (MDLZ) 1.2 $81M 2.3M 34.27
Artisan Partners (APAM) 1.2 $80M 1.5M 52.05
General Motors Company (GM) 1.1 $76M 2.4M 31.94
Jd (JD) 1.1 $76M 2.9M 25.82
ICICI Bank (IBN) 1.1 $74M 1.5M 49.10
Axiall 1.1 $74M 2.1M 35.81
AGCO Corporation (AGCO) 1.1 $72M 1.6M 45.46
Tesoro Corporation 1.1 $72M 1.2M 60.98
Adobe Systems Incorporated (ADBE) 1.1 $69M 1.0M 69.19
Calpine Corporation 1.1 $69M 3.2M 21.70
Panera Bread Company 1.0 $68M 420k 162.72
Citrix Systems 1.0 $67M 941k 71.34
Peabody Energy Corporation 1.0 $67M 5.4M 12.38
Celgene Corporation 0.9 $61M 642k 94.78
Valero Energy Corporation (VLO) 0.9 $59M 1.3M 46.27
Harley-Davidson (HOG) 0.9 $59M 1.0M 58.20
Fibria Celulose 0.9 $58M 5.3M 11.00
Homeaway 0.8 $55M 1.5M 35.50
Nike (NKE) 0.8 $54M 604k 89.20
Medidata Solutions 0.8 $49M 1.1M 44.29
Companhia de Saneamento Basi (SBS) 0.7 $45M 5.6M 8.11
Cubist Pharmaceuticals 0.7 $44M 658k 66.34
Braskem SA (BAK) 0.7 $43M 3.3M 13.17
Bunge 0.6 $40M 479k 84.23
Lululemon Athletica (LULU) 0.6 $40M 943k 42.01
D Tumi Holdings 0.6 $39M 1.9M 20.35
Cobalt Intl Energy 0.5 $36M 2.6M 13.60
Lazard Ltd-cl A shs a 0.5 $35M 695k 50.70
iRobot Corporation (IRBT) 0.5 $35M 1.2M 30.45
Home Inns & Hotels Management 0.5 $35M 1.2M 28.99
Lan Airlines Sa- (LTMAY) 0.5 $34M 3.0M 11.37
Rock-Tenn Company 0.5 $34M 711k 47.58
ISIS Pharmaceuticals 0.5 $33M 847k 38.83
Alnylam Pharmaceuticals (ALNY) 0.5 $32M 410k 78.09
Mindray Medical International 0.5 $31M 1.0M 30.16
Darling International (DAR) 0.5 $30M 1.6M 18.32
TreeHouse Foods (THS) 0.4 $29M 362k 80.50
Adecoagro S A (AGRO) 0.4 $26M 3.0M 8.80
Intrexon 0.4 $26M 1.4M 18.58
Zoetis Inc Cl A (ZTS) 0.3 $22M 598k 36.95
Cresud (CRESY) 0.2 $15M 1.3M 10.90
Ingredion Incorporated (INGR) 0.2 $12M 156k 75.78
Annie's 0.2 $11M 231k 45.90
PerkinElmer (RVTY) 0.1 $5.6M 129k 43.60
Sunopta (STKL) 0.1 $6.0M 498k 12.07
Post Holdings Inc Common (POST) 0.1 $6.2M 187k 33.18
Andersons (ANDE) 0.1 $4.4M 70k 62.89
Cellular Dynamics Internatio 0.0 $388k 55k 7.04