Linda Longton

UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world.

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

Mason Street Advisors LLC (MSA) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2001 and is a wholly owned subsidiary of the Northwestern Mutual Life Insurance Co. MSA provides professional portfolio management services for institutional investors by providing continuous investment advice and management based upon the individual needs and objectives of each client.

The Oilgear Co. designs, manufactures and supplies hydraulic equipment and fluid power systems. Its products include pumps, valves, electronics, cylinders and accumulators. The firm offers field commissioning and trouble shooting, system simulation, CFD and FEA, root cause analysis, testing and product training services. The company was founded in 1921 and is headquartered in Traverse City, MI.

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.

NWQ Investment Management Co. LLC (NWQ) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1982 and is a subsidiary of Nuveen NWQ Holdings LLC, ultimately held by Nuveen Investments, Inc. NWQ provides investment advisory services to a wide variety of retail and high net-worth individual and institutional clients, such as corporate and multi-employer plans, charitable organizations, educational institutions, trust accounts, estates, corporations or other business entities, banks and thrift institutions, insurance companies, governments and municipalities. Additionally, the firm provides investment sub-advisory services to affiliated and unaffiliated open-end and closed-end investment companies, CITs, and UCITS Funds.

FleetPride, Inc. engages in the distribution of automotive parts and services of heavy-duty trucks and trailers. It includes air conditioning and heating, body, chemicals, engine, fuel systems, lubrication and filtration, tools, safety, and supplies, air intake, brakes and heel ends, cooling systems, engine management, starters, alternators, and electrical, trailer parts, air system, cab and chrome, drive train, exhaust, lighting, and suspension and steering. It also offers services such as drive-in, transmission and differentials, spring shop, inspections, engine repair, drive wheel and flywheel, fluid power and hydraulics systems, and other services. The company was founded in 1999 and is headquartered in Irving, TX.

Harvard Management Co., Inc. (HMC) is the investment arm of President & Fellows of Harvard College, which is owned by Harvard University, a private Ivy League research university in Cambridge, Massachusetts. The firm was founded in 1974 and is headquartered in Boston, Massachusetts. HMC manages Harvard’s endowment, a dedicated and permanent source of funding that maintains the teaching and research mission of the University. HMC invests these funds as a single entity, the revenue from which contributes more than one-third of the University's annual operating budget.

Morgan Dempsey Capital Management LLC (Morgan Dempsey) is a SEC-registered investment advisor headquartered in Menomonee Falls, Wisconsin. The firm was founded by R. Thomas Dempsey in 1994 and is wholly-owned by MDCM Holdings LLC, which is majority owned by MDCM Legacy LLC. Morgan Dempsey manages assets for institutions, individual investors, and Registered Investment Advisors.

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.

Aurora Management Partners LLC (Aurora Capital partners) is a private equity firm founded in 1991 by Gerald L. Parsky and Jeffrey S. Deutschman. The firm is headquartered in Los Angeles, California.

FMG Suite LLC engages in the provision of marketing software and services for financial advisors and insurance agents. It offers branding, copywriting, local search, SEO foundations, compliance, website setup types, security, AI-driven content, and accessibility lock. The company was founded by Craig J. Faulkner in 2011 and is headquartered in San Diego, CA.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Part of Kantar Group Holdings Ltd., Market Track LLC is a data and tech company that provides 360-degree consumer understanding for the market research industry. The company blends first-party data from over 1 million US households with advanced technology to offer unparalleled insights into modern consumer shifting behaviors. Headquartered in Chicago, IL, Market Track has 2,000 employees worldwide, and 80 of the top 100 CPG brands’ manufacturers are its clients. The company's brand insights platform provides on-demand, omnichannel consumer insights and data, enabling businesses to answer their questions at any hour of the day. Market Track's measurement consumer panel provides purchasing data from over a million contributors, enabling new use cases like omnichannel share measurement, demographic share measurement, opportunity sizing, and more. The company was founded in 2004 by Dan Fitzpatrick, and Eric D. Belcher has been the CEO of the company since 2019. Market Track was acquired by The Kantar Group Ltd. on July 06, 2021 for $1,500 million.

Zywave, Inc. engages in the design and development of front office distribution Software-as-a-Service (SaaS) solutions for insurance brokers. The firm offers marketing and prospecting, quoting and proposals, technology integrations, compliance and risk management, people management, enrollment and onboarding, content management, and employee benefits content packages. The company was founded by William R. Haack and James R. Mueller in 1995 and is headquartered in Milwaukee, WI.

Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI.

Premier Roofing LLC provides roofing services. The company is based in Denver, CO. The company was founded in 2005 by Chris Tulp, Ben McFerron. Chris Tulp has been the CEO since 2005.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

Mitchell International, Inc provides data, software, and e-business solutions. It offers collision repair shop solutions, physical damage claims, auto casualty, and workers compensation claims management, smart price solutions, and pharmacy solutions. The company was founded by Glenn Mitchell in 1946 and is headquartered in San Diego, CA.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

Norwest Equity Partners is a private equity firm, a subsidiary of Norwest Partners founded in 1961 by John E. Lindahl. The firm is headquartered in Minneapolis, Minnesota.

Accelity Group LLC owns and operates group of manufacturing business. It focuses on investment in entrepreneurial, financially challenged and established smaller middle market companies located in the upper Midwest. The company was founded by and is headquartered in Milwaukee, WI.

HillPhoenix, Inc. manufactures, sells and installs industrial walk-in coolers, freezers, and refrigerated display cases. Its products include refrigerated display cases, commercial and light industrial refrigeration systems and mechanical centers, commercial refrigerated display merchandisers, electrical distribution products, and specialty display cases and fixtures. The company was founded by C.V. Hill in 1887 and is headquartered in Conyers, GA.

Founded in 1979, Northern Trust Securities, Inc. is an SEC-registered broker/dealer and government securities broker/dealer headquartered in Chicago. The firm is a wholly-owned subsidiary of the Northern Trust Corp. (NASDAQ: NTRS). They offer research, account information, market data and online trading services. In addition, Northern Trust offers a variety of banking services including retail banking, trust services, securities brokerage services and investment management services. They operate primarily in the US, continental Europe and Canada. Northern Trust Securities is a member of the NASD and the SIPC.

RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions.

Wintrust Investments LLC (WTI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1931 and formerly known as Wayne Hummer Investments LLC and changed their name to Wintrust Investments LLC in 2018. They are a subsidiary of Wintrust Bank, NA, which is owned by Wintrust Financial Corp. (NASDAQ: WTFC). WTI provides portfolio management services to individuals, high-net worth individuals, banking or thrift institutions, corporate pension and profit-sharing plans, foundations, endowments, trust programs, and other US institutions.