Sarah Wells Spencer

Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.

Impax Asset Management LLC is a SEC-registered investment advisor headquartered in Portsmouth, New Hampshire. It was founded in 1971 as Pax World Management LLC. They became Impax Asset Management LLC when they were acquired by Great Britain-based Impax Asset Management Group plc in 2018. Impax Asset Management provides portfolio management services to registered mutual funds and separate account management to institutional clients.

Black Diamond Distributors Corp. distributes general merchandise products. The private company is based in Calgary, Canada.

Apartment Realty Advisors, Inc is the largest privately held, full-service investment advisory brokerage firm in the nation that focuses exclusively on the multihousing industry. ARA is comprised of the country''s top investment professionals who leverage a unique and fully integrated cooperative business platform of shared information, relationships, and technology-driven solutions. From seven offices in 2003, ARA has grown to 25+ offices serving over 300 cities across the USA – along with specialty practice groups for the following Affordable Housing, Finance, Land Services, Manufactured Housing, Seniors Housing, Student Housing. ARA is headquartered in Atlanta, with offices nationwide. At ARA, they truly are cultivating relationships that deliver results.

Instinet LLC is a SEC-registered broker-dealer headquartered in New York City. The firm is the equities execution services arm of the Nomura Group. The firm was founded in 1969 and is a wholly owned subsidiary of Instinet Holdings, Inc., which is ultimately owned by Nomura Holdings, Inc. (TYO: 8604) in Japan. Instinet offers the institutional investment community a suite of tailorable solutions, which includes market insights and commentary, full-service trading desks, advanced algorithmic trading strategies, access to unique and specialized liquidity via their array of crossing pools, and a set of workflow solutions.

Technology Business Research, Inc. (TBR) is an independent investment research firm headquartered in Hampton, New Hampshire. The firm was founded in 1996 and they specialize in providing in-depth and timely insights within the computer, software, telecommunications, mobility and professional services industries. TBR’s proprietary process is based on highly-focused research, company-centric data and expert analysis.

Homeland Renewable Energy, Inc. develops, builds, owns and operates poultry litter fueled power plants. It generates energy from poultry litter. The company was founded by John J. Clarke, Jr. and Rupert Fraser in 2003 and is headquartered in Langhorne, PA.

HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities.

Lodging Econometrics, Inc. provides real estate consulting platform. The firm’s platform includes Market Intelligence Platform for asset management and hotel acquisitions; Real Estate Intelligence for brand growth; and Lodging Real Estate Intelligence for business development. The company was founded by Patrick H. Ford and is headquartered in Portsmouth, NH.

Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA.

SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

C&S Wholesale Grocers, Inc. owns and operates supermarkets and grocery stores. Its services include wholesale procurement, category management, pricing, private label brands, marketing and advertising, merchandising support, store design, and business and accounting. The company was founded by Israel Cohen and Abraham Siegel in 1918 and is headquartered in Keene, NH.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers.

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.

Customized Energy Solutions Ltd. provides energy management solutions. Its services include congestion risk management, demand response, data acquisition, fuel management, and retail energy services. The company founded by Stephen R. Fernands in 1998 and is headquartered in Philadelphia, PA.

Part of ADAMA Ltd., Control Solutions International, Inc. provides risk and control solutions advisory services. The company is based in Nashua, NH. The company was founded by Frank Edelblut.

Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee.

LRGHealthcare provides health care services. It offers cancer care, surgical, diagnostic, occupational therapy, pediatrics, orthopedics, laboratory, imaging, maternity and rehabilitation services. The firm's services include cancer services, cardiology, dermatology, diabetes, digital mammography, ear, nose, and throat, eldercare, emergency, family practice, gastroenterology, hillside medical, holistic health, internal medicine, laboratory, medical imaging, medication cards, mental health, kidney, neurology, occupational health, orthopedic, palliative care, pain management, pediatric and adolescent care, podiatry, primary care, public health, pulmonary, rehabilitation, rheumatology, skilled unit at FRH, sleep center and surgical services. The company was founded in 1893 and is headquartered in Laconia, NH.

RedPeak Properties LLC provides real estate management services. It owns, operates, develops, and acquires apartments. The company was founded by Mark J. Windhager and Michael A. Zoellner in 2001 and is headquartered in Denver, CO.

MATEP LLC provides heating, chilled water services and electricity to hospitals. It serves in the clinical, research and academic fields of medicine. The company was founded in 1906 and is headquartered in Boston, MA.

Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors.

Kroll Becker & Wing LLC provides professional staffing services. It specializes in accounting and finance professionals. The firm offers temporary, temporary-to-hire, and direct placement services. The company was founded by Jason Kroll, Paul Becker, and Gary Wing in 2005 and is headquartered in Bedford, NH.

Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.