Ann Marie Kodgis

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.

Massachusetts Financial Services Co., dba 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. (TSX, 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.

Wellington Management Co. LLP (WMC) is a SEC-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, and to investment vehicles that the firm sponsors.

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

Manulife Investment Management (US) LLC (Manulife IM (US)) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSX: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately offered unregistered investment funds.

Choate, Hall & Stewart LLP provides legal services. It offers services in the areas of private equity, technology, intellectual property, mergers & acquisitions, commercial litigation, and insurance & reinsurance litigation. The company was founded in 1899 and is headquartered in Boston, MA.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

SEMCORP Shanghai engages in the research and production of high-performance lithium ion battery isolation membrane. It products include base separator and coated separator. The base separator is used in Lithium-Ion Battery application, it has been utilized by large vehicles that require high energy concentrations such as hybrid and electric vehicles. The coated separator such as ceramic coating, PVDF coating, AFL coating, and high-temperature polymer coatings, enables engineers to design safer batteries with long cycling performance. The company was founded on April 27, 2010 and is headquartered in Shanghai, China.

Alkeon Capital Management LLC (Alkeon) is a SEC-registered investment adviser and hedge fund manager headquartered in New York City. The firm was founded in 2002 and is owned by Panayotis 'Takis' Sparaggis. Alkeon provides portfolio management and sub-advisory services to private domestic and offshore investment funds, registered investment funds and other products.

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.

Founded in 1984, Aegis Capital Corp. is a broker-dealer located in New York City. They provide a full array of trading and execution services for their clients. They do not provide any internal research

Smiths Medical manufactures and supplies medical devices and equipment. It offers medical devices for the hospital, emergency, home, and specialist environments. The firm's products are used in intensive care, surgery, post-operative care during recovery, and in a series of high-end home infusion therapies. The company was founded by S. A. Leader in 1940 and is located in London, UK

Part of Oppenheimer Holdings, Inc., Josepthal & Co., Inc. is a company that provides securities brokerage services. The company is based in New York, NY. Josepthal & Co. was acquired by Oppenheimer & Co., Inc. on September 18, 2001.

Douglass Screen Printers, Inc. provides digital printing services. It offers a full array of weather durable graphics including but not limited to decals posters, banners, signs, tags, wraps and nameplates. The company was by Leroy J. Douglass in 1939 and is headquartered in Lakeland, FL.

Nimbit, Inc. offers direct-to-fan sales and marketing platform for the music industry. It powers the brands and businesses of thousands of artists by giving them the ability to easily market and sell their music and products. The company was founded by Philip Antoniades, Patrick Faucher, Matthew Silbert and Joseph P. Twarog in 2002 and is headquartered in Framingham, MA.

Virtus Fund Advisers LLC (VFA) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. Founded in 1985, the firm was originally named Trusco Capital Management, Inc. and later became RidgeWorth Capital Management, Inc. and RidgeWorth Capital Management LLC. They were formerly a majority-owned subsidiary of SunTrust Banks, Inc. (NYSE: STI). They became a wholly-owned subsidiary of Virtus Partners, Inc., which is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS), when the latter acquired the firm in June 2017 and subsequently changed their name into Virtus Fund Advisers LLC. VFA provides discretionary and non-discretionary advisory services to institutional clients including pension and profit-sharing plans, endowments and foundations, governmental entities, and other corporate entities as well as high net-worth clients.

Part of Münchener Rückversicherungs-Gesellschaft AG, Munich Re US Life Corp. is a company that provides life and annuities. Munich Re US Life Corp. is based in Minneapolis, MN. The CEO of the company is Giguère Marc-André.

Susquehanna International Group LLP engages in the provision of investment and other financial services. It offers institutional brokerage, trading, research, and market making services for equities. The company was founded by Lon Taylor and Gordon Apple in 1987 and is headquartered in Bala Cynwyd, PA.

Penn Schoen Berland (PSB), a member of Young & Rubicam Brands and of the WPP Group, is a global research-based consultancy that specializes in messaging and communications strategy for blue-chip political, corporate and entertainment clients. Founded in 1975, they bring together lessons from the campaign trail and the boardroom to create innovative strategies to handle complex situations. Their powerful hybrid model combines both political and corporate research, recognizing that the strategies used to effect change in one area can be innovative and effective in the other. They call this Winning Knowledge. In the political arena, PSB has thirty years of experience winning competitive elections. They’ve won nearly three quarters of the races they’ve run, and have worked as pollster and strategic advisor to candidates including President Bill Clinton, New York City Mayor Mike Bloomberg and UK Prime Minister Tony Blair. Their innovative and successful political work led Time Magazine to dub them “Masters of the Message.” In the corporate sector, PSB is a strategic research provider to more than 30 of the Fortune 100 companies, including many of the leading consumer and business brands. They help these organizations implement proactive, research-driven and integrated communications efforts like the ones that win political campaigns. In the entertainment world, PSB is a leading provider of cover testing research to leading magazine publishers, motion picture research for major Hollywood studios, and video game research to top game publishers. Their proprietary visual testing capabilities help clients assess and fundamentally enhance the power of their execution. Their operations include over 200 consultants and a sophisticated in-house market research infrastructure with the capability to conduct work in over 90 countries. Their offices in Washington, D.C., New York, , London, Seattle, Hong Kong, Los Angeles, San Francisco, Dubai, Beijing, Austin and Denver are supported by an in-house fielding capability and are fully equipped to provide the complete creative solutions their clients need.

The American Marketing Association operates professional associations for marketers. The company offers services to marketing professionals including best practices and research studies, job resources, publications and directories. Its publications include flagship semi-monthly magazine Marketing News, as well as journal of marketing, journal of public policy and marketing and a variety of newsletters. The company was founded in 1931 and is headquartered in Chicago, IL.

WBUR Boston operates a publication house both online and offline.

Alert Logic, Inc. provides managed detection and response (MDR) solutions. It offers coverage for public clouds, software as a service (SaaS), on-premises, and hybrid environments. The company was founded by Misha Govshteyn and Matthew Harkrider in 2002 and is headquartered in Houston, TX.