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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.

Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles.

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.

The Colorado Public Employees' Retirement Association (Colorado PERA) is the State-owned pension fund manager headquartered in Denver, Colorado. The firm was founded by state law in 1931. Colorado PERA provides retirement and other benefits to current and former teachers, State Troopers, snowplow drivers, corrections officers, and other public employees who provide valuable services to all of Colorado. It is a substitute for Social Security for most of these public employees.

Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

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.

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.

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.

The Boston Bar Association is the largest legal network in Boston, MA. The non-profit company's focus is on justice, community, education, and inclusion. Membership is available for those interested in joining.

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

Digilant, Inc. provides digital marketing technology solutions. It offers data integration, data targeting, audience extension and insights, and customized audience profiling. The company was founded by Nathan Woodman, Donald C. Epperson, and Fernando Rodés in December 2009 and is headquartered in Boston, MA.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

DuPont Capital Management Corp. (DuPont Capital) is a SEC-registered investment advisor and pension fund manager headquartered in Wilmington, Delaware. The firm was founded in 1975 and is a wholly owned subsidiary of DuPont de Nemours, Inc. (NYSE: DD). DuPont Capital offers investment management services primarily to institutional investors.

Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

The Boston Economic Club, Inc. is a non-profit organization. It focuses on the economic development of Boston. The company is headquartered in Boston, MA.

Founded in 1890, Cambridge Trust Co. is a state chartered commercial bank headquartered in Cambridge, Massachusetts. The firm is a subsidiary of Cambridge Bancorp (NASDAQ: CATC).

Cambridge Trust Co. (Investment Management) (Cambridge Trust-IM) is the investment management division of Cambridge Trust Co., which is owned by Cambridge Bancorp (NASDAQ: CATC). The firm was founded in 1890 and is headquartered in Cambridge, Massachusetts. Cambridge Trust-IM provides investment management services to a wide range of individuals and families, businesses, and non-profits.

Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds.

PT Polypet Karyapersada manufactures polyethylene terephthalate resins. The company is headquartered in Jakarta, Indonesia.

Huntington Theatre Co. operates as a professional theatre. It supports local writers through its new playwright-in-residency and the Huntington Playwriting Fellows program. The company was founded in 1982 and is headquartered in Boston, MA.

Rational Software Corp. India Pvt Ltd develops software and provides computer consulting services. The private company is based in Bengaluru, India.

eRoom Technology, Inc. was a provider of Internet-based software and services for collaboration among an organization’s extended enterprise of employees, customers, suppliers, and other partners. The eRoom digital workplace allows organizations to quickly assemble a project team wherever people are located and manage the collaborative activities that drive the design, development and delivery of their products and services. It was located in Cambridge, MA.

LiveVault Corp. provided server backup and recovery solutions for small and mid- sized businesses and enterprises with remote offices. LiveVault's flagship products, the first to automate and integrate data backup, offsite protection, archiving and recovery, specifically address the needs of customers whose servers reside outside of major data centers. The company was founded by John Butler & Chris Midgley and was headquartered in Southborough, MA.

Part of Select Water Solutions, Inc., Iron Mountain Energy LLC is a company that provides fluid and solid waste disposal and treatment services. The company is based in Carthage, TX. Iron Mountain Energy was acquired by Select Water Solutions, Inc. on January 30, 2024.

Ekotrope, Inc. offers software solutions. Its products include rater, optimizer, Ekotrope TCO, wall calculator, floor calculator, and roof calculator. The company was founded by Ziv Rozenblum, Cy Kilbourn, Nick Sisler, Edward F Crawley and Benjamin DeLillo in 2011 and is headquartered in Boston, MA.

Promoboxx, Inc. engages in the provision of retail engagement platform products. It connects brands with consumers through retail partners to deliver the authentic experiences that consumers crave. The company was founded by Benjamin Carcio, Sonciary Honnoll, Fiedler Jamie and Daniel Koziak in 2010 and is headquartered in Boston, MA.