Terry Cole

Massachusetts Financial Services Co., dba 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. (TSX, 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).

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 due to 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.

Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology.

The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.

Factory Mutual Insurance Co. provides commercial and industrial property insurance worldwide. Its products include sustainability select, cargo insurance, alternative risk transfer:Rent-A-Captain and business interruption coverage. The firm services include boiler and machinery services, predictive analytics and claims services. The company was founded in 1999 and is headquartered in Johnston, RI.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

Part of Owens & Minor, Inc., Stuart Medical, Inc. distributes medical supplies. The company is based in Greensburg, PA. Stuart Medical was acquired by Owens & Minor, Inc. on May 12, 1994 for $155.20 million.

GelSight, Inc. designs and sells surface imaging equipment. It offers benchtop scanners that capture the surface geometry of any material regardless of its optical properties. The company was founded by William J. Yost III, J?nos Roh?ly, Micah Kimo Johnson and Edward H. Adelson in July 2011 and is headquartered in Waltham, MA.

NADRO SAPI de CV manufactures and distributes pharmaceutical products. The Company's activities include purchase and wholesale pharmaceutical, personal hygiene, beauty and personal care products that are marketed in pharmacies in Mexico. It markets around 9, 800 products and 6, 200 of these are classified as pharmaceutical products (medicines). NADRO was established in 1943 and is headquartered in Mexico City, Mexico.

Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients.

SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

Kodiak Ventures Management Company Inc (Kodiak Venture Partners) is a venture capital firm founded in 1999 by Jim H. Furneaux and David Furneaux. The firm is headquartered in Wellesley, Massachusetts.

Part of Nortel Networks Corp., EPiCON, Inc. develops software for application service providers to deploy and update software from a central server. The company is based in Chelmsford, MA. EPiCON was acquired by Nortel Networks Corp. on September 05, 2000 for $439.56 million.

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.

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.

Onshape, Inc. engages in the provision of cloud and mobile professional three-dimensional computer-aided design system. The company was founded by Jon Hirschtick, John Joseph McEleney, Heung-Wing Li, David J. Corcoran, Michael Lauer, Axel Bichara, and Scott Harris in 2012 and is headquartered in Cambridge, MA.

Paperless Parts, Inc. engages in the provision of cloud-based platform for manufacturing. Its products include paperless quoting, paperless viewer. The company was founded by Jason Ray, Scott Sawyer, Jay Jacobs, and Matt Sordillo in 2017 and is headquartered in Boston, MA.

Guidepost Growth Management Co. LLC (Guidepost Growth Mgmt) is a private equity subsidiary of North Bridge Venture Partners founded in 2007 by Doug A. Kingsley and Jim M. Moran. The firm is headquartered in Boston, Massachusetts.

Seniorlink, Inc. provides eldercare advice and care management services at home for aging parents and relatives. The company delivers structured family care giving service for individuals who need significant help with activities of daily living. The company was founded by E. Byron Hensley Jr. in 2000 and is headquartered in Boston, MA.

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.

Brown Rudnick LLP provides legal services. It offers a range of services from corporate restructuring, class actions and cross-border mergers, to asset-class securitizations, the the front lines of global climate initiatives. The company was founded in 1948 and is headquartered in Boston, MA.

Healthcare Distribution Alliance operates membership organizations. The firm distributes healthcare and pharmaceutical products. It delivers to pharmacies, hospitals, nursing homes, and health clinics. It provides members to share industry practices, represents member concerns before Congress and regulatory agencies, and publishes newsletters. The company is headquartered in Arlington, VA.

McKesson Pharmaceutical distributes and supplies healthcare services, and medical supplies and equipment. It offers adherence solutions, asset management, audit intervention service, behavioral coaching, central fill, clinical trials, clinical solutions, dental conversion, express coverage, frontedge, group purchasing organization services, and managed care optimizer. The company was founded and is headquartered in San Francisco, CA.

Parata Systems LLC engages in the provision of pharmacy technology solutions. It offers pharmacy automation, medication management, pharmacy workflow integration, medication packaging, and long term care medication solutions. The company was founded by Jess Eberdt and W. L. Townsend in 2001 and is headquartered in Durham, NC.

National Association of Chain Drug Stores, Inc. represents the chain community pharmacy industry. The non-profit company is based in Alexandria, VA and has subsidiaries in the United States. The company's mission is to advance the interests and objectives of pharmacies, which are the face of neighborhood healthcare. The CEO of the company is Steven C. Anderson.