Timothy Aune

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Schroder Investment Management North America, Inc. (SIMNA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Schroder US Holdings, Inc., ultimately held by Schroders Plc (LON: SDR) in Great Britain. SIMNA manages separate accounts on a discretionary basis for institutions, endowments, foundations, pension funds, government retirement plans, and insurance companies and, as sub-adviser, to registered investment companies sponsored by other advisers. The firm also acts as the investment adviser to the Schroder Funds, which are sold in the US predominantly to institutional clients. They also serve as the manager and general partner of private investment partnerships or funds.

EDGAR Online, Inc. provides business, financial, and competitive information over the Internet. It offers distribution of company data and public filings for equities, mutual funds and other publicly traded assets. The company was founded in November 1995 and is headquartered in Rockville, MD.

ICON Advisers, Inc. (ICON) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded by Dr. Craig Callahan in 1986 as Meridian Investment Management Corp. They are wholly owned subsidiary of ICON Management & Research Corp. ICON provides sub-advisory and portfolio management services to registered mutual funds and high net worth individuals.

US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund.

FirstRain, Inc. provides search-driven research applications. Its analytics engines extract meaning, create flexible relational structures and generate dynamic systems of data sets that are business aware. The firm also provides strategy, sales, marketing and risk solutions. The company was founded by Navaid Farooqi, Gaurav Rewari, Jaswinder Pal Singh and Manu Warikoo in 2000 and is headquartered in San Mateo, CA.

Credit Agricole Securities (USA), Inc. (Credit Agricole Securities USA) is a full service broker-dealer headquartered in New York City. The firm was founded in 2004 and formerly known as Calyon Securities USA, Inc. and Credit Lyonnais Securities, Inc. They are a subsidiary of Crédit Agricole Global Partners, Inc., which is owned by Rue la Boétie SAS’s Credit Agricole SA (EPA: ACA) in France. Credit Agricole Securities USA provides investors’ customized solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation.

Alpha Theory LLC develops investment software applications. Its services include centralize, strucutre, account, act, measure, and security. The company was founded by Cameron Hight,Dave Huffman, and Mike Guzek in 2005 and is headquartered in Charlotte, NC.

Security Investors LLC (dba Guggenheim Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Rydex Holdings LLC, ultimately held by Guggenheim Partners LLC. Security Investors provides investment advisory services to separately managed accounts (SMAs) and pooled investment vehicles that are registered as investment companies. They focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors.

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.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Benchmark Communications provides marketing, advertising, and media solutions. It offers web site design, Internet marketing, promotion, business development, and public relations services to retail, travel, service, broadcasting, and manufacturing sectors in Canada and the United States. The company was founded in 1995 and is headquartered in Mississauga, Canada.

Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Part of The Bank of New York Mellon Corp., Jaywalk, Inc. is a company that provides research services and products for investors. The company is based in Alpharetta, GA. Jaywalk was acquired by The Bank of New York Co., Inc. on March 19, 2002. Ward. The company was founded by Christian J.

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 2010 by Jeffrey Sprague, Michael Heffernan and Nicole Parent, Vertical Research Partners LLC is an independent equity research firm located in Stamford, Connecticut. The firm provides proprietary research and analysis that focuses on the industrial sector.

The U.S. Green Building Council, Inc. is a non-profit organization that aims to transform the way buildings and communities are designed, built, and operated to create an environmentally and socially responsible environment. The non-profit company is based in Washington and was founded in 1993 by Steven Richard Fedrizzi. The organization provides a framework for creating healthy, efficient, and cost-saving buildings through the Leadership in Energy and Environmental Design (LEED) rating system. The LEED certification is available for virtually all buildings, communities, and homes. The organization offers various resources, including exam prep materials, to help professionals advance their careers in green building. Peter Templeton has been the CEO of the American company since 2021.

RiXtrema, Inc. is a financial technology company based in New York, NY that provides innovative tools for financial advisors using machine learning, artificial intelligence, and data science. The private company's mission is to help financial professionals grow their businesses and comply with fiduciary regulations. RiXtrema's products use fiduciary analytics, science-based mathematical risk assessment models, intuitive interfaces, fine-tuned searches for plans and sponsors, case studies for each product, web-based software, and multi-platform support. In November 2023, the company unveiled Remai, an advanced AI tool that speeds up financial and investment research 10x by providing a straightforward way to ask an investment research question and receive a near-instant answer with an explanation, data, and charts. Remai is not just for financial advisors, but also plan advisors, asset managers, and day traders.

FactSet (UK) Ltd. develops computer software. The company was founded is headquartered in London, the United Kingdom.

Part of FactSet Research Systems, Inc., FactSet Research Ltd. is a UK-based investment holding British company founded in 2005. The company's primary function is to hold investments, as it operates as an investment holding company under the FactSet Research Systems, Inc. umbrella.

Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services

PeerForward, Inc. provides social services. It partners with schools and districts to strengthen college-going culture and increase college enrollment rates in the community. The company was founded by Keith Frome, J.B. Schramm and Derek Canty in 1993 and is headquartered in Washington, DC.

Direct Relief provides medical assistance to improve the quality of life for people affected by poverty, disaster, and civil unrest at home and throughout the world. Direct Relief works to support the work of healthcare providers, equipping them with the medicines, supplies and equipment. The company is headquartered in Santa Barbara, CA.

Arcus Capital Partners LLC (Arcus) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2008 by W. Ross Singletary, Steven “Steve” Edwards and Stephen “Steve” Sloan. Arcus provides investment advisory services to wealthy individuals, foundations, endowments and retirement plans.

Thrivent Asset Management LLC (TAM) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. Founded in 2005, the firm is a wholly-owned subsidiary of Thrivent Financial Holdings, Inc., which in turn is a wholly owned subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. TAM provides investment advisory services to the Thrivent Mutual Funds, a registered investment company under the Investment Company Act of 1940 comprised of various mutual fund series.