Global Thematic Partners

Global Thematic Partners as of March 31, 2017

Portfolio Holdings for Global Thematic Partners

Global Thematic Partners holds 75 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Oracle Corporation (ORCL) 4.2 $124M 2.8M 44.61
Nike (NKE) 3.9 $115M 2.1M 55.73
Newmont Mining Corporation (NEM) 3.6 $105M 3.2M 32.96
ICICI Bank (IBN) 3.3 $98M 11M 8.60
Laboratory Corp. of America Holdings 3.1 $91M 636k 143.47
Apple (AAPL) 2.9 $86M 599k 143.66
Kellogg Company (K) 2.8 $81M 1.1M 72.61
Comcast Corporation (CMCSA) 2.6 $78M 2.1M 37.59
Thermo Fisher Scientific (TMO) 2.5 $75M 487k 153.60
eBay (EBAY) 2.5 $75M 2.2M 33.57
Estee Lauder Companies (EL) 2.5 $74M 867k 84.79
Stericycle (SRCL) 2.4 $71M 852k 82.89
Aramark Hldgs (ARMK) 2.4 $69M 1.9M 36.87
Johnson Controls International Plc equity (JCI) 2.4 $69M 1.6M 42.12
Roper Industries (ROP) 2.3 $67M 326k 206.49
Mohawk Industries (MHK) 2.3 $67M 290k 229.49
Marsh & McLennan Companies (MMC) 2.2 $65M 884k 73.89
General Motors Company (GM) 2.2 $65M 1.8M 35.36
Cerner Corporation 2.1 $61M 1.0M 58.85
Potash Corp. Of Saskatchewan I 2.0 $60M 3.5M 17.08
Advance Auto Parts (AAP) 2.0 $59M 395k 148.26
Tiffany & Co. 2.0 $58M 609k 95.30
Gilead Sciences (GILD) 2.0 $57M 844k 67.92
Celgene Corporation 1.9 $56M 448k 124.43
Medidata Solutions 1.7 $50M 871k 57.69
Yahoo! 1.7 $50M 1.1M 46.41
Ralph Lauren Corp (RL) 1.7 $49M 602k 81.62
Fortinet (FTNT) 1.6 $48M 1.3M 38.35
V.F. Corporation (VFC) 1.6 $48M 875k 54.97
Monsanto Company 1.6 $45M 400k 113.20
Cbre Group Inc Cl A (CBRE) 1.6 $45M 1.3M 34.79
CF Industries Holdings (CF) 1.5 $43M 1.5M 29.35
Stanley Black & Decker (SWK) 1.4 $42M 319k 132.87
Lazard Ltd-cl A shs a 1.4 $42M 910k 45.99
Brunswick Corporation (BC) 1.4 $41M 665k 61.20
Medtronic (MDT) 1.4 $41M 506k 80.56
TransDigm Group Incorporated (TDG) 1.4 $40M 181k 220.16
Jd (JD) 1.3 $39M 1.3M 31.11
Time Warner 1.2 $36M 363k 97.70
Adobe Systems Incorporated (ADBE) 1.1 $33M 256k 130.13
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) 1.1 $31M 2.3M 13.34
Harley-Davidson (HOG) 1.1 $31M 511k 60.50
Metropcs Communications (TMUS) 1.0 $31M 472k 64.59
Criteo Sa Ads (CRTO) 1.0 $29M 588k 49.99
Artisan Partners (APAM) 0.9 $27M 978k 27.60
Bank of America Corporation (BAC) 0.9 $27M 1.1M 23.59
Mosaic (MOS) 0.9 $26M 889k 29.18
58 Com Inc spon adr rep a 0.9 $26M 738k 35.39
Rh (RH) 0.8 $25M 531k 46.26
Goldman Sachs (GS) 0.8 $24M 106k 229.72
JPMorgan Chase & Co. (JPM) 0.8 $24M 273k 87.85
Biogen Idec (BIIB) 0.8 $24M 87k 273.42
Cohen & Steers (CNS) 0.7 $22M 544k 39.97
Tripadvisor (TRIP) 0.6 $17M 401k 43.16
Lions Gate Entmnt Corp cl a vtg (LGF.A) 0.5 $15M 560k 26.56
Lions Gate Entmnt Corp cl b non vtg (LGF.B) 0.5 $14M 560k 24.38
Credicorp (BAP) 0.2 $6.6M 40k 163.29
Alibaba Group Holding (BABA) 0.1 $4.1M 38k 107.83
Agrium 0.1 $2.2M 23k 95.54
Makemytrip Limited Mauritius (MMYT) 0.1 $2.5M 71k 34.60
Bunge 0.0 $1.1M 14k 79.20
TreeHouse Foods (THS) 0.0 $852k 10k 84.61
Nomad Foods (NOMD) 0.0 $836k 73k 11.45
Andersons (ANDE) 0.0 $506k 13k 37.86
Hain Celestial (HAIN) 0.0 $535k 14k 37.23
Sunopta (STKL) 0.0 $627k 90k 6.96
Ambev Sa- (ABEV) 0.0 $587k 102k 5.76
Archer Daniels Midland Company (ADM) 0.0 $435k 9.5k 46.02
Hershey Company (HSY) 0.0 $270k 2.5k 109.22
Darling International (DAR) 0.0 $260k 18k 14.54
United Natural Foods (UNFI) 0.0 $346k 8.0k 43.28
Mondelez Int (MDLZ) 0.0 $273k 6.3k 43.05
Lamb Weston Hldgs (LW) 0.0 $242k 5.7k 42.20
Adecoagro S A (AGRO) 0.0 $117k 10k 11.51
Noodles & Co (NDLS) 0.0 $85k 15k 5.71