Global Thematic Partners

Global Thematic Partners as of March 31, 2015

Portfolio Holdings for Global Thematic Partners

Global Thematic Partners holds 81 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Potash Corp. Of Saskatchewan I 4.5 $302M 9.4M 32.25
Ambev Sa- (ABEV) 4.3 $288M 50M 5.76
Dow Chemical Company 4.3 $287M 6.0M 47.98
Amazon (AMZN) 3.5 $231M 622k 372.10
Mosaic (MOS) 3.3 $222M 4.8M 46.06
Freeport-McMoRan Copper & Gold (FCX) 3.2 $211M 11M 18.95
Vale (VALE) 2.9 $195M 35M 5.65
Thermo Fisher Scientific (TMO) 2.9 $194M 1.4M 134.34
Citigroup (C) 2.8 $184M 3.6M 51.52
Yum! Brands (YUM) 2.4 $160M 2.0M 78.72
Ubs Group (UBS) 2.4 $160M 8.5M 18.77
Starwood Hotels & Resorts Worldwide 2.3 $156M 1.9M 83.50
Oracle Corporation (ORCL) 2.3 $154M 3.6M 43.15
Estee Lauder Companies (EL) 2.3 $152M 1.8M 83.16
Precision Castparts 2.2 $150M 716k 210.00
Kinder Morgan (KMI) 2.2 $144M 3.4M 42.06
Banco Itau Holding Financeira (ITUB) 2.1 $141M 13M 11.06
Agrium 2.0 $131M 1.3M 104.27
CF Industries Holdings (CF) 1.7 $116M 410k 283.68
Bank of America Corporation (BAC) 1.7 $111M 7.2M 15.39
Westlake Chemical Corporation (WLK) 1.6 $109M 1.5M 71.94
Laboratory Corp. of America Holdings (LH) 1.5 $99M 785k 126.09
Valero Energy Corporation (VLO) 1.5 $99M 1.5M 63.62
Barrick Gold Corp (GOLD) 1.5 $98M 9.0M 10.96
Jd (JD) 1.5 $98M 3.3M 29.38
Harley-Davidson (HOG) 1.4 $97M 1.6M 60.74
General Motors Company (GM) 1.4 $94M 2.5M 37.50
CSX Corporation (CSX) 1.4 $93M 2.8M 33.12
ICICI Bank (IBN) 1.3 $89M 8.6M 10.36
Axiall 1.3 $90M 1.9M 46.94
Adobe Systems Incorporated (ADBE) 1.3 $85M 1.2M 73.94
Stanley Black & Decker (SWK) 1.2 $81M 852k 95.36
American Express Company (AXP) 1.2 $80M 1.0M 78.12
Mondelez Int (MDLZ) 1.2 $80M 2.2M 36.09
Credicorp (BAP) 1.1 $74M 526k 140.63
Fresh Market 1.1 $72M 1.8M 40.64
Metropcs Communications (TMUS) 1.1 $72M 2.3M 31.69
Goldman Sachs (GS) 1.1 $71M 378k 187.97
Lazard Ltd-cl A shs a 1.1 $71M 1.3M 52.59
Celgene Corporation 1.0 $69M 598k 115.28
Artisan Partners (APAM) 1.0 $66M 1.4M 45.46
Grubhub 1.0 $65M 1.4M 45.39
Newmont Mining Corporation (NEM) 0.9 $64M 2.9M 21.71
Homeaway 0.9 $62M 2.1M 30.17
Medidata Solutions 0.9 $57M 1.2M 49.04
ISIS Pharmaceuticals 0.8 $55M 867k 63.67
Calpine Corporation 0.7 $48M 2.1M 22.87
Navistar International Corporation 0.7 $48M 1.6M 29.50
Targa Res Corp (TRGP) 0.7 $48M 500k 95.79
Cobalt Intl Energy 0.7 $44M 4.7M 9.41
D Tumi Holdings 0.7 $44M 1.8M 24.46
Bunge 0.6 $42M 507k 82.36
ConAgra Foods (CAG) 0.6 $41M 1.1M 36.53
Alnylam Pharmaceuticals (ALNY) 0.6 $40M 385k 104.41
Fibria Celulose 0.6 $38M 2.7M 14.13
Homeinns Hotel 0.6 $37M 1.6M 23.67
Andersons (ANDE) 0.5 $36M 874k 41.37
Mindray Medical International 0.5 $35M 1.3M 27.35
Bancolombia (CIB) 0.5 $35M 892k 39.33
Intrexon 0.5 $31M 693k 45.37
Panera Bread Company 0.5 $30M 187k 159.99
AGCO Corporation (AGCO) 0.4 $28M 587k 47.64
Companhia de Saneamento Basi (SBS) 0.4 $28M 5.2M 5.42
Lendingclub 0.4 $28M 1.4M 19.65
Lan Airlines Sa- (LTMAY) 0.4 $26M 3.2M 8.06
Darling International (DAR) 0.4 $24M 1.7M 14.01
TreeHouse Foods (THS) 0.3 $23M 270k 85.02
Lions Gate Entertainment 0.3 $22M 640k 33.92
Adecoagro S A (AGRO) 0.3 $22M 2.1M 10.22
Sunopta (STKL) 0.2 $16M 1.5M 10.62
Intrepid Potash 0.2 $16M 1.3M 11.55
Israel Chemicals 0.2 $13M 1.9M 7.09
Zoetis Inc Cl A (ZTS) 0.2 $12M 268k 46.29
Post Holdings Inc Common (POST) 0.2 $11M 243k 46.83
Ingredion Incorporated (INGR) 0.1 $7.8M 101k 77.82
Noodles & Co (NDLS) 0.1 $7.3M 416k 17.44
Cresud (CRESY) 0.1 $5.9M 430k 13.76
Green Plains Renewable Energy (GPRE) 0.1 $5.3M 184k 28.55
FMC Corporation (FMC) 0.1 $4.8M 83k 57.24
Archer Daniels Midland Company (ADM) 0.1 $3.1M 66k 47.40
Cemex SAB de CV (CX) 0.0 $124k 13k 9.46