David Sewall Waddell

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., 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).

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.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

SouthStateDuncanWilliams Securities Corp. (SouthStateDuncanWilliams) is a registered broker-dealer and financial services firm headquartered in Memphis, Tennessee. Formerly known as Duncan-Williams, Inc., the firm was founded in 1969 and is a wholly owned subsidiary of South State Corp. (NASDAQ: SSB). SouthStateDuncanWilliams offers sales, finance and underwriting of fixed-income securities to banks and other financial institutions. They focus on securities such as US treasury notes and bonds, federal agency securities, mortgage-backed securities, corporate bonds, municipal bonds, certificates of deposit and mutual funds.

Founded in 1993, Auerbach Grayson & Co. LLC is a broker/dealer/located in New York City. The firm is a subsidiary of Auerbach Grayson Holdings LLC. Through their worldwide network of broker partners, the firm offers research, execution and clearance in equities, derivatives and fixed-income instruments. They also provide and implements hedging and arbitrage strategies. Auerbach Grayson & Co. is a member of FINRA and the SIPC. They employ bottom-up research to identify undervalued, under-represented and misunderstood companies. The firm covers a broad range of small-cap, mid-cap and emerging market equities.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Active Implants Corp. develops orthopedic implant solutions. It provides NUsurface meniscus implants for the treatment of meniscal deficient knee and TriboFit hip system, which consist of acetabular components for use in hip joint reconstruction applications. The company was founded by Amiram Steinberg and Howard D. Fox in 2004 and is headquartered in Memphis, TN.

StyleCaster Media Group LLC operates as a women’s lifestyle media platform. Its StyleCaster platform enables users to share trending fashion, beauty, lifestyle, entertainment. The company was founded by Ari S. Goldberg, David A. Goldberg and Brandon Perlman and is headquartered in New York, NY.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Pension Reserves Investment Management Board (PRIM) is a State-owned pension fund manager headquartered in Boston, Massachusetts. Founded in 1983, PRIM manages the assets of the Pension Reserves Investment Trust (PRIT) Fund for public employee pension benefits on behalf of Massachusetts State Employees, Massachusetts Teachers’, and Boston Teachers’, as well as local participating retirement systems throughout the Commonwealth that elect to invest with PRIM.

BlueCross BlueShield of Tennessee, Inc. provides health insurance plans. It also provides medicare supplement plans as well as vision and dental plans. The firm offers disease management services for medical conditions such as asthma, diabetes and heart diseases. The company is headquartered in Chattanooga, TN.

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.

Liberty Mutual Group, Inc. provides property and casualty insurance services. It offers car, motorcycle, boat, off-road vehicle, classic cars, recreational vehicles, property, life, family and health insurance services. The company was founded in 1912 and is headquartered in Boston, MA.

Mallory Alexander International Logistics LLC provides international freight forwarding and warehousing services. It offers public and contract warehousing facilities, domestic transportation, customs brokerage, supply chain consulting, cargo security, and information technology solutions. The company was founded in 1925 and is headquartered in Memphis, TN.

Memphis Light, Gas & Water Division provides electricity, water and natural gas services to the Shelby County, Tennessee, including the city of Memphis. It serves primarily residential and commercial customers. The company purchases natural gas on the spot market transmits it through open access pipelines and delivers it to customers. It supplies water to the customers through its artesian water system. Memphis Light, Gas & Water Division was founded in 1939 and is headquartered in Memphis, TN.

Holiday Inn Club Vacations, Inc. owns and operates resorts. It offers bed room suites, conference halls, and space for events. The firm's hospitality services include baby sitting, check cashing, currency exchange, grocery delivery, housekeeping, laundry, and photo developing. The company was founded by Kemmons Wilson in 1982 and is headquartered in Orlando, FL.

St. Jude Children's Research Hospital, Inc. offers health care and social assistance services for children. It is internationally recognized for its pioneering research and treatment for children with cancer and other catastrophic diseases. The firm's treatment programs include brain tumors, leukemia, lymphoma, infectious diseases, immunodeficiency diseases, blood disorders, sickle cell disease, and solid tumors. The company was founded by Danny Thomas on February 4, 1962 and is headquartered in Memphis, TN.

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. They also sub-advice 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.

Tennessee Hospital Association is a non-profit membership organization that advocates for hospitals and the patients they serve. The non-profit company is based in Nashville, TN. THA was established in 1938 and offers an Agenda 21 Internship Program that matches minority healthcare students with healthcare organizations. TennCare is the state's Medicaid program that provides healthcare to mostly low-income pregnant women, parents, or caretakers. Wendy Long has been the CEO of the company since 2019.

The Dixon Gallery & Gardens operates fine art museum. The company was founded by Margaret Oates Dixon and Hugo Norton Dixon and is headquartered in Memphis, TN.

Memphis Bioworks Foundation provides research and development services in bioscience. The private company is based in Memphis, TN and has subsidiaries in the United States.

Innova Memphis Inc (Innova Memphis) is a venture capital subsidiary of Memphis Bioworks Foundation founded in 2007. The firm is headquartered in Memphis, Tennessee.

First Horizon Bank provides commercial banking services. Its offers banking, cash management, borrowing, investment and planning, insuring and inverting, treasury management, financial planning, and executive banking. The company was founded by Frank S. Davis on March 25, 1864 and is headquartered in Memphis, TN.

Youth Villages, Inc. provides services to emotionally and behaviorally troubled children and families. Its services include intensive in-home treatment, residential treatment, foster care, adoption, LifeSet, specialized crisis services, MYPAC provider, and mentoring. The company was founded in 1986 and is headquartered in Memphis, TN.

Methodist Le Bonheur Healthcare engages in management of hospitals and provision of healthcare services. It offers services in the areas of cancer care; emergency medicine; hospice care; neurology and neurosurgery; pediatrics; transplant; cardiology; employee assistance program; imaging and diagnostic services; orthopedics; primary care; and women’s health. The company was founded by John Sherard Sr. in 1918 and is headquartered in Memphis, TN.

Kemmons Wilson Inc. (Kemmons Wilson) is a Private Equity subsidiary of Kemmons Wilson Cos LLC founded in 1948 by Charles Kemmons Wilson. The firm is headquartered in Memphis, Tennessee.

Tennessee Technology Development Corp. provides support to high-growth companies. It focuses on entrepreneurship, commercialization, capital, corporate engagement, and outreach. The company is headquartered in Nashville, TN.

Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA.

Kemmons Wilson Insurance Group LLC operates as an insurance broker which provides coverage and risk management solutions. It offers commercial insurance, which include specialized coverage for businesses from start-up entities to large multi-state companies in various industries, which include aviation, condos, construction, garage, golf clubs, free/empty nester communities, manufacturing, non-profit organizations, resorts, and restaurant. The firm also provides loss control consultation that covers property protection and fire hazard control, automobile and fleet loss control programs, including driver training, workers' compensations, aircraft charter operations, and air ambulance EMS operators. The company was founded in 1952 and is headquartered in Memphis, TN.