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Grantham, Mayo, Van Otterloo & Co. LLC (dba GMO) is a privately-held, SEC-registered global investment management firm headquartered in Boston, Massachusetts. GMO was founded was founded in 1977 and provides investment advice to a wide variety of clients.

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.

HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world.

Weatherbie Capital LLC (Weatherbie) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Matthew Weatherbie in 1995 as M.A. Weatherbie & Co., Inc. In 2014, they were reincorporated as Weatherbie Capital LLC. The firm is wholly-owned by Alger-Weatherbie Holdings LLC, ultimately held by Alger Associates, Inc. which acquired the firm in 2017. Weatherbie provides both discretionary and non-discretionary investment advisory and management services to institutional investors through separate accounts, US and foreign registered and privately offered funds; and to retail investors through wrap programs and US and foreign registered pooled investment vehicles. Their flagship strategy is the Weatherbie Specialized Growth.

Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions.

Loring, Wolcott & Coolidge Fiduciary Advisors LLP (LWC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1817, LWC provides investment advice to the trustees of revocable, irrevocable, and testamentary trusts. The firm also manages the investments for foundations, endowments, and other entities that require these services.

Founded in 1994, Bay Crest Partners LLC is an SEC-registered broker/dealer located in New York City. The firm is a member of the NYSE, SIPC, FINRA, NASDAQ, ISE, ARCA. They provide agency execution of equities, equity options and index options. They also offer global execution services.

SalTec International, Inc. operates as project development company, with a current focus on the use of solution-mined caverns in salt formations for hydrocarbon storage and waste management in Mexico’s growing energy hub. The company was founded by Oliver Kimberly, Stephen Greenfield, Richard Perkins, and Lawrence Kelly in 1995 and is headquartered in Southport, CT.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors.

Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS.

The Brigham & Women's Hospital, Inc. provides health care services. The firm offers treatment for cancer, cardio vascular, neurosciences, orthopedic, arthritis, women's health and clinical services. The company was founded in 1980 and is headquartered in Boston, MA.

The Museum of Fine Arts, Boston houses and preserves preeminent collections and serves a variety of people through direct encounters with works of art. It conducts exhibitions, programs and research and publication activities and interprets its own collections. It provides information and perspective on art through time and throughout the world. The museum holds its collections in trust for future generations. The Museum’s collection is made up of: Art of the Americas, Art of Europe, Contemporary Art, Art of Asia, Oceania and Africa, Art of the Ancient World, Prints, Drawings and Photographs, Textiles and Fashion Arts and Musical Instruments.

Mass General Brigham, Inc. engages in the provision of patient care, research, teaching, and community services. It offers community and specialty hospitals, physician network, community health centers, and home care. The firm also sponsors research programs and community health outreach programs. The company was founded in 1994 and is headquartered in Boston, MA.

Part of White & Case LLP, White & Case S.C is a Mexican company that provides legal services. The company is based in Mexico City, Mexico.

National Academy of Sciences operates as a private, nongovernmental institution that advises on issues related to science and technology. It provides independent, objective analysis and advice and conducts other activities to solve complex problems and inform public policy decisions. The firm also encourages education and research, recognize outstanding contributions to knowledge, and increase public understanding in matters of science. The company was founded on March 3, 1863 and is headquartered in Washington, DC.

The American Academy of Arts & Sciences is an organization that honors excellence and brings together leaders. The non-profit company is based in Cambridge, MA.

The Peabody Essex Museum, Inc. operates a museum. The non-profit company is based in Salem, MA. Brian P. Kennedy has been the CEO of the company since 2019.

Glouston Capital Partners LLC (Glouston Capital Partners) is a private equity subsidiary of Permal Capital Holdings LLC founded in 1990. The firm is headquartered in Boston, Massachusetts.

Hipotecaria Vertice SA de CV Sfom Enr engages in financial activities. It provides financing services such as traditional loans, government grants, pension loans, and conjugal credit. It also offers online services. It provides its services for the purchase, construction, remodelling, and refinancing of new and pre-owned real estate properties. The company was founded in November 28, 1994 and is headquartered in Mexico City, Mexico.

The Boston Ballet, Inc. is non for profit company engages in classical professional ballet. The company was founded by E. Virginia Williams in 1979 and is headquartered in San Diego, CA.

Canada Pension Plan Investment Board Private Investments is a private equity firm, a subsidiary of Canada Pension Plan Investment Board, founded in 1966. The firm is headquartered in Toronto, Canada.

Historic New England, Inc. operates as non-profit organization. It engages in collecting, preserving, and using significant buildings, landscapes, archives, stories, and objects from past to today. The company was founded by William Sumner Appleton in 1910 and is headquartered in Boston, MA.

Prime Executions, Inc. is an agency-only broker/dealer which was founded by Andrew Silverman in 1986. They are owned by Freedom Holding Corp. (NASDAQ: FRHC) in Kazakhstan. Headquartered in New York City, the firm executes shares for a wide variety of clients on both the Buy Side and Sell Side. As a qualified “Blue Line” NYSE floor brokerage firm, Prime is able to access liquidity in multiple marketplaces to fulfill its best execution obligation to their clientele.

Ropes & Gray LLP provides legal and private equity services. Its practice areas include asset management, banking, business and commercial litigation, business restructuring, capital markets and corporate governance and compliance. The company was founded in 1865 and is headquartered in Boston, MA.

Digital Public Library of America provides grant making services. The private company is based in Boston, MA.

Handel & Haydn Society is a music organization that performs baroque and classical music with a fresh and creative approach. The private company aims to inspire the intellect, touch the heart, elevate the soul, and connect all of us with our shared humanity through music. Handel & Haydn Society is based in Boston and will be streaming its 2021-22 concerts on a special new video platform, H+H Plays On. The American company offers a wide-ranging collection of music from the orchestra, the chorus, and other recordings from their musicians. The company provides music education to thousands of students annually through their youth choruses, collaborative youth concerts, and in-school residencies.

Prophesee SA engages in the development of neuromorphic vision systems. The firm serves clients in autonomous vehicles, industrial automation, IoT, and security and surveillance. The company was founded by Christoph Posch, Ryad Benosman, Luca Verre, and Bernard Jacques Alex Gilly in 2014 and is headquartered in Paris, France.

Fiduciary Co., Inc. engages in the provision of banking and financial related services. The company is headquartered in Boston, MA.