Ben Mackay

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts.

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

Polen Capital Credit LLC (PCC) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. Formerly known as DDJ Capital Management LLC, the firm was co-founded by David Breazzano in 1996 and was acquired by Polen Capital Management LLC in 2022. PCC provides discretionary investment advice to corporate domestic and foreign pension plans, public pension and retirement plans and Taft-Hartley plans. They also act as investment sub-advisors to certain US and non-US investment advisors and asset managers. PCC is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

Founded in 1890, Cambridge Trust Co. is a state chartered commercial bank headquartered in Cambridge, Massachusetts. The firm is a subsidiary of Cambridge Bancorp (NASDAQ: CATC).

Mission Critical Electronics, Inc. manufactures and supplies automatic battery chargers and electronic equipment. The firm serves the niche vehicle, marine, network, industrial, and portable power markets. The company is headquartered in Huntington Beach, CA.

Empowered Funds LLC (do-business-as ETF Architect) is a registered investment advisor headquartered in Havertown, Pennsylvania. The firm was founded by Wesley R. Gray in 2013 and is owned by Alpha Architect LLC, which is a subsidiary of Empirical Finance LLC. ETF Architect offers investment management services through Exchange-Traded Funds (ETFs) and Separately Managed Accounts (SMAs).

Power Design Holdings LLC engages in the provision of printed circuit board design, prototype, and production services. The company is headquartered in Dallas, TX.

Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Independent Advertising, Inc. operates an advertising agency. It offers creative development and campaign management services along with allied services for media planning and brand promotion. The company also provides direct marketing and customer relationship management services, as well as corporate communications services through its public relations practice. The company was founded in 1968 and is headquartered in Boston, MA.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

Transition Capital Partners Ltd. (Transition Capital) is a private equity firm founded in 1993 by Dan Patterson and Mark E. Evans. The firm is headquartered in Southlake, Texas.

AlpInvest Partners, Inc. (AlpInvest) is the New York City private equity subsidiary of Netherlands-based AlpInvest Partners BV, ultimately held by The Carlyle Group LP (NASDAQ: CG). Established in 1999 as NIB Capital Private Equity, the firm became AlpInvest Partners in 2004. They were the first exclusive private equity manager for a public pension fund and invest worldwide across primary funds, secondaries, and direct investment (co-investment) channels, covering the entire private equity spectrum. In addition to the New York office, AlpInvest has offices in Amsterdam, Hong Kong and London. They are a socially responsible investor which works to promote sustainability and governance as an important factor in investment choices. They are a signatory to the UN Principles for Responsible Investments and exclude direct investments in companies that are directly involved in the manufacturing or distribution of products that clearly violate Dutch and relevant international conventions. They also explore sustainability-themed investments.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Siguler Guff & Co. LP (Siguler Guff) is a private equity firm founded in 1995 by George William Siguler, Andrew Joseph Guff and Donald Paul Spencer. The firm is headquartered in New York.with additional offices Boston, Houstan, London.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Doctor's Choice Home Care, Inc. operates as a home health agency serving Southwest Florida. Its services include nursing, physical therapy, occupational therapy, speech language pathology, medical social work, home health aides, and patient education services. The company was founded by Timothy T. Beach and Stuart C. Christensen in 2007 and is headquartered in Sarasota, FL.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Impact Engine (Impact) is a private Equity and venture capital firm founded in 2011. The firm is headquartered in Chicago, Illinois.

Angel Street Capital LLC (Angel Street Capital) is a venture capital firm founded in 2010 by Joseph V. Gallagher. The firm is headquartered in Providence, Rhode Island.

Digilant, Inc. provides digital marketing technology solutions. It offers data integration, data targeting, audience extension and insights, and customized audience profiling. The company was founded by Nathan Woodman, Donald C. Epperson, and Fernando Rodés in December 2009 and is headquartered in Boston, MA.

Vinebrook Homes Trust, Inc. operates as real estate investment trust. The company is headquartered in Dallas, TX.

The Century Private Equity Group (Century Private Equity) is a private equity subsidiary of Century Capital Management LLC founded in 1987. The firm is headquartered in Boston, Massachusetts.

Colorful Capital (Colorful Capital) is a venture capital firm founded in 2022 by Megan Kashner and William Burckart. The frim is headquartered in Chicago, Illinois.

Part of Digilant, Inc., SFL Creek LLC is a company located in the US. The American company was founded by Adam Cahill. SFL Creek was acquired by Digilant, Inc. on March 23, 2017.