ASSET MANAGERS
This table shows the percentage of pro-ESG and anti-ESG resolutions that asset managers supported in 2023. These firms managed investments for state retirement funds in 2023. The first 14 categories are summarized as “Pro-ESG” and the last 4 categories are summarized as “Anti-ESG” votes. Assets under management (AUM) is updated through December 31, 2023 or latest available data.
Click here to see the ESG-related “Votes to Watch”.
| Name | AUM (Billions) | Pro-esg Avg | Anti-esg | Anti-fossil Fuels | Anti-Pollution/Waste | Animal Rights | DEI | Weapons/Defense | Human Rights | Income Equality | Political Activities/Funding | Health Care | Racegender Targets On Boards | Non-pecuniary Corporate Purpose | Esg-focused Governance | Abortion | Pro-fossil Fuel | Equality | Controversial Cause Support | Geopolitical Rivals/China |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACM Funds | 3 | 0% | 0% | N/A | N/A | 0% | N/A | N/A | 0% | 0% | 0% | 0% | N/A | N/A | 0% | 0% | N/A | 0% | N/A | 0% |
| Adams Funds | 3.3 | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| AGF Investments America Inc | 40.3 | 100% | 0% | N/A | N/A | N/A | 100% | N/A | N/A | N/A | 100% | N/A | N/A | N/A | 100% | N/A | N/A | N/A | N/A | N/A |
| Allianz Global Investors | 2340 | 10% | 0% | 11% | 14% | 7% | 11% | 9% | 12% | 18% | 10% | 4% | 0% | 3% | 0% | 4% | 0% | 0% | 0% | 0% |
| Allspring | 580 | 42% | 1% | 37% | 47% | 12% | 30% | 3% | 58% | 81% | 60% | 31% | 100% | 0% | 23% | 17% | 0% | 1% | 1% | 1% |
| Ancora | 8.8 | 36% | 0% | 18% | N/A | 100% | 0% | 0% | 20% | 100% | 75% | 40% | N/A | 0% | 0% | N/A | 0% | 0% | 0% | 0% |
| Apollo Funds | 75.9 | 100% | 0% | 100% | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| AQR Capital Management, LLC | 99 | 82% | 2% | 78% | 71% | 36% | 94% | 96% | 89% | 82% | 87% | 80% | 100% | 97% | 69% | 81% | 0% | 3% | 0% | 3% |
| Ariel Investments, LLC | 14.9 | 21% | 0% | 36% | N/A | 0% | 20% | 0% | 33% | 0% | 0% | 27% | N/A | 0% | N/A | N/A | N/A | 0% | 0% | 0% |
| Aristotle Capital Management | 49.4 | 29% | 8% | 26% | 33% | 33% | 15% | 0% | 64% | 50% | 40% | 0% | 0% | 20% | 0% | 0% | 0% | 0% | 20% | 17% |
| Ark Investments | 9.3 | 18% | 0% | 0% | 0% | 0% | 25% | 50% | 33% | 0% | 0% | 0% | N/A | 50% | 0% | 0% | 0% | 0% | N/A | 0% |
| Artisan Partners | 150.9 | 17% | 5% | 14% | 50% | 33% | 7% | 0% | 23% | 21% | 38% | 15% | N/A | 0% | 0% | 10% | 0% | 9% | 0% | 0% |
| Baillie Gifford | 287.6 | 29% | 0% | 8% | 67% | 0% | 20% | 0% | 42% | 50% | 29% | 29% | N/A | 0% | 0% | 0% | N/A | 0% | N/A | 0% |
| Baird | 325.1 | 56% | 0% | 33% | 100% | 0% | 33% | 0% | 77% | 75% | 100% | 0% | N/A | 0% | 0% | 0% | N/A | 0% | 0% | N/A |
| Baron Global Advantage | 43.1 | 42% | 0% | 65% | 100% | 0% | 20% | 0% | 56% | 47% | 54% | 11% | 100% | 0% | 33% | 0% | N/A | 0% | 0% | 0% |
| Berkshire | 20.225 | 2% | 0% | 0% | 0% | 0% | 0% | 0% | 7% | 0% | 0% | 0% | N/A | 0% | 0% | 0% | N/A | 0% | 0% | 0% |
| BlackRock | 10008.995 | 7% | 2% | 13% | 8% | 1% | 7% | 11% | 7% | 8% | 7% | 1% | 2% | 1% | 2% | 1% | 2% | 2% | 1% | 2% |
| Blackstone | 1000 | 84% | 6% | 81% | 100% | 20% | 82% | 100% | 93% | 86% | 88% | 92% | N/A | 75% | 67% | 100% | N/A | 0% | 0% | 20% |
| Blue Chip | 1.052 | 0% | 0% | 0% | N/A | N/A | 0% | N/A | 0% | N/A | 0% | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| BNY Mellon Funds | 2000 | 21% | 0% | 19% | 27% | 6% | 21% | 4% | 28% | 20% | 33% | 15% | 19% | 1% | 1% | 20% | 1% | 0% | 0% | 1% |
| Boston Partners | 94 | 28% | 0% | 10% | 0% | 67% | 38% | 13% | 50% | 10% | 54% | 63% | 100% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| Brandes Investment Partners | 21.7 | 35% | 0% | 0% | N/A | 0% | 0% | N/A | 50% | N/A | 100% | 0% | N/A | N/A | 100% | 100% | N/A | 0% | 0% | N/A |
| Brookfield Asset Management | 900 | 48% | 0% | 39% | N/A | N/A | N/A | N/A | N/A | N/A | 100% | N/A | N/A | N/A | N/A | N/A | 0% | N/A | N/A | N/A |
| Brown Advisory | 147.6 | 29% | 0% | 13% | 100% | 22% | 10% | 0% | 45% | 27% | 69% | 6% | N/A | 0% | 17% | 17% | N/A | 0% | 0% | 0% |
| Causeway Capital Management | 45.5 | 57% | 0% | 52% | N/A | 0% | 100% | N/A | 71% | N/A | 100% | 0% | 0% | N/A | 0% | 0% | 0% | 0% | 0% | 0% |
| Champlain Funds | 17.32 | 0% | 0% | 0% | N/A | N/A | 0% | N/A | N/A | 0% | 0% | 0% | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Clarkston Partners-Inst | 8.283 | 32% | 0% | 0% | 100% | N/A | 67% | 0% | 25% | 0% | 0% | N/A | 0% | N/A | N/A | 0% | 0% | 0% | 0% | 0% |
| Clearwater Advisors, LLC-TBAs | 3 | 47% | 3% | 44% | 40% | 20% | 50% | 25% | 62% | 80% | 76% | 9% | 100% | 0% | 14% | 17% | 0% | 7% | 0% | 0% |
| Cohen & Steers Capital Management, Inc. | 79.3 | 14% | 0% | 16% | 8% | N/A | 0% | N/A | 0% | N/A | 30% | 0% | N/A | 0% | N/A | N/A | 0% | 0% | 0% | N/A |
| Coho Partners | 7.5 | 51% | 25% | 80% | 100% | 50% | 67% | N/A | 69% | N/A | 0% | 0% | N/A | 33% | 100% | 50% | 0% | 100% | 0% | 0% |
| Columbia Capital | 637 | 39% | 1% | 31% | 24% | 11% | 37% | 31% | 57% | 70% | 54% | 8% | 95% | 42% | 9% | 15% | 0% | 1% | 1% | 1% |
| Conestoga Funds | 7.8 | 0% | 0% | 0% | N/A | N/A | 0% | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Congress Equity | 20.7 | 4% | 0% | 0% | 0% | 50% | 0% | 0% | 9% | 0% | 0% | 0% | N/A | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| Copeland Capital Management | 4.018 | 5% | 0% | 0% | N/A | 0% | 33% | 0% | 0% | 0% | 0% | N/A | N/A | 0% | N/A | 0% | N/A | 0% | 0% | 0% |
| Counterpoint Global (Morgan Stanley) | 1459 | 17% | 0% | 20% | 9% | 9% | 8% | 0% | 20% | 46% | 19% | 10% | 0% | 17% | 10% | 0% | 0% | 0% | 0% | 0% |
| Credit Suisse | 1476 | 0% | 0% | 0% | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Davidson Funds | 4.4 | 3% | 0% | 0% | 0% | 0% | 0% | 25% | 0% | 0% | 0% | 0% | N/A | 20% | 0% | 0% | 0% | 0% | N/A | 0% |
| Davis Selected Advisers | 19.885 | 2% | 0% | 5% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | N/A | 0% | 0% | 0% |
| Dimensional Fund Advisors, Inc. | 677 | 5% | 1% | 7% | 13% | 5% | 3% | 0% | 10% | 13% | 2% | 0% | 12% | 0% | 0% | 2% | 1% | 0% | 1% | 1% |
| DoubleLine Capital | 250 | 52% | 4% | 57% | 50% | 100% | 44% | 20% | 35% | 0% | 100% | 33% | 100% | 67% | 25% | 0% | N/A | 0% | 33% | 0% |
| Eagle Capital Growth Funds | 20 | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | N/A | N/A | 0% | 0% | N/A | N/A | 0% | 0% | 0% |
| Emerald Funds | 4.4 | 33% | 45% | 17% | 0% | 0% | 33% | 0% | 56% | 50% | 0% | 100% | N/A | 0% | 50% | 0% | N/A | 38% | 50% | 100% |
| EuroPacific Funds | 1.172 | 43% | 0% | 60% | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0% | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Evercore Funds | 12.2 | 38% | 0% | 8% | 0% | 0% | 40% | 25% | 69% | 0% | 33% | 0% | N/A | 100% | 33% | 100% | 0% | 0% | 0% | 0% |
| Fidelity Funds | 1900 | 14% | 1% | 12% | 20% | 14% | 17% | 3% | 19% | 25% | 16% | 3% | 23% | 1% | 3% | 7% | 1% | 1% | 2% | 2% |
| First Eagle Funds | 134 | 25% | 0% | 14% | 31% | N/A | 27% | 17% | 41% | 100% | 48% | 0% | N/A | 0% | 0% | 23% | 0% | 0% | 0% | 0% |
| FIS Funds | N/A | 73% | 64% | 75% | 0% | 0% | 100% | 100% | 77% | 0% | 90% | 67% | N/A | 33% | 67% | 50% | 100% | 67% | 67% | 0% |
| Fisher Funds | 236 | 67% | 11% | 57% | 80% | 83% | 57% | 69% | 80% | 94% | 70% | 86% | N/A | 64% | 41% | 64% | 22% | 12% | 8% | 5% |
| Franklin Templeton | 1455 | 51% | 3% | 48% | 60% | 19% | 52% | 38% | 62% | 60% | 56% | 38% | 65% | 42% | 48% | 41% | 3% | 3% | 2% | 3% |
| Frontier Capital Management | 1.76 | 19% | 0% | 26% | 0% | 0% | 7% | 8% | 18% | 55% | 19% | 75% | N/A | 0% | 8% | 11% | 0% | 0% | 0% | 0% |
| Fuller Thaler | 17 | 30% | 33% | 36% | N/A | 0% | 60% | N/A | 25% | N/A | 20% | 0% | 0% | N/A | 0% | N/A | N/A | 50% | N/A | 0% |
| Geneva Funds | 5.026 | 0% | 0% | 0% | N/A | N/A | 0% | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| GMO | 60.419 | 60% | 2% | 67% | 84% | 6% | 85% | 0% | 58% | 50% | 52% | 68% | 44% | 50% | 50% | 38% | 0% | 0% | 6% | 6% |
| Goldman Sachs Funds | 2810 | 6% | 1% | 11% | 6% | 3% | 3% | 1% | 5% | 1% | 7% | 2% | 0% | 0% | 0% | 1% | 0% | 0% | 1% | 1% |
| Golub | 65 | 89% | 7% | 82% | 100% | 0% | 100% | 100% | 100% | 67% | 100% | 100% | N/A | 100% | 75% | 100% | N/A | 11% | 0% | 0% |
| GQG Partners | 120 | 57% | 13% | 52% | 33% | N/A | 59% | 100% | 60% | 100% | 62% | 53% | N/A | 40% | 71% | 71% | 13% | 29% | 0% | 0% |
| Grandeur Peak Global Advisors, L.L.C. | 6.3 | 67% | 0% | 100% | N/A | N/A | 0% | N/A | N/A | 100% | N/A | N/A | N/A | N//A% | N/A | N/A | N/A | N/A | N/A | N/A |
| Greenspring Funds | 6 | 0% | 0% | 0% | 0% | N/A | 0% | N/A | 0% | N/A | 0% | N/A | N/A | N/A | N/A | 0% | N/A | N/A | N/A | N/A |
| Guggenheim Funds | 231 | 48% | 2% | 42% | 64% | 37% | 43% | 18% | 54% | 81% | 69% | 35% | 94% | 7% | 26% | 22% | 2% | 3% | 4% | 0% |
| Harding-Loevner, LP | 47.749 | 12% | 0% | 28% | 0% | 0% | 50% | 0% | 0% | 0% | 0% | 0% | N/A | 0% | 0% | 0% | N/A | 0% | 0% | 0% |
| Heartland | 2 | 0% | 0% | 0% | N/A | N/A | 0% | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0% | N/A | 0% | N/A | N/A | N/A |
| Heitman Funds | 50.4 | 100% | 0% | 100% | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Homestead Funds | 2.5 | 3% | 0% | 4% | 33% | 0% | 0% | 0% | 7% | 0% | 0% | 0% | N/A | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| Hood River Capital Management | 2.78 | 0% | 0% | N/A | N/A | N/A | 0% | N/A | N/A | N/A | 0% | N/A | 0% | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Horizon | 3.816 | 52% | 1% | 45% | 62% | 38% | 60% | 43% | 54% | 84% | 70% | 41% | 100% | 5% | 26% | 27% | 0% | 0% | 0% | 3% |
| Hotchkis & Wiley Capital Management, LLC | 28.351 | 60% | 5% | 57% | N/A | N/A | 69% | 100% | 59% | 0% | 66% | N/A | 0% | 56% | 40% | 67% | 0% | 0% | 0% | 11% |
| Impax Funds | 49 | 85% | 3% | 83% | 100% | 100% | 98% | 45% | 100% | 100% | 81% | 100% | N/A | 100% | 41% | 69% | 0% | 3% | 9% | 0% |
| Invesco Funds | 1585 | 34% | 1% | 27% | 51% | 21% | 34% | 6% | 43% | 68% | 48% | 10% | 77% | 1% | 27% | 19% | 1% | 1% | 4% | 0% |
| Jamestown Funds | 11.6 | 65% | 65% | 64% | 33% | 0% | 100% | 67% | 96% | 100% | 8% | 100% | N/A | 50% | 57% | 0% | 40% | 89% | 0% | 100% |
| JP Morgan Funds | 2938 | 20% | 5% | 23% | 19% | 9% | 14% | 12% | 26% | 10% | 30% | 13% | 7% | 8% | 20% | 4% | 5% | 4% | 5% | 6% |
| Kayne Anderson Funds | 33 | 29% | 0% | 0% | 0% | N/A | N/A | N/A | N/A | N/A | 100% | N/A | N/A | N/A | N/A | N/A | 0% | N/A | N/A | N/A |
| Kennedy Funds | 4.769 | 25% | 0% | N/A | N/A | 100% | 0% | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Lazard Asset Management, LLC | 207 | 49% | 0% | 37% | 55% | 64% | 59% | 15% | 73% | 66% | 69% | 27% | N/A | 0% | 9% | 14% | 0% | 0% | 0% | 0% |
| Loomis Sayles | 335.2 | 25% | 0% | 19% | N/A | 0% | 59% | 50% | 40% | 0% | 13% | 13% | N/A | 100% | 0% | 0% | 0% | 0% | 0% | 0% |
| Lord, Abbett & Company | 193 | 13% | 0% | 3% | 25% | 30% | 14% | 8% | 17% | 4% | 35% | 3% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| LSV Asset Management | 96 | 37% | 6% | 38% | 12% | 0% | 59% | 100% | 70% | 50% | 26% | 8% | 100% | 73% | 36% | 33% | 20% | 0% | 10% | 3% |
| Madison | 24 | 13% | 5% | 8% | 0% | 0% | 26% | 10% | 32% | 0% | 5% | 0% | 100% | 33% | 0% | 0% | 0% | 6% | 0% | 10% |
| Monarch Capital Partners V LP | 12.7 | 34% | 0% | 0% | 0% | 0% | 29% | 33% | 86% | 0% | 18% | 0% | N/A | 100% | 0% | 0% | 0% | 0% | 0% | 0% |
| Mondrian Investment Partners | 59 | 47% | 0% | 35% | 60% | 0% | 67% | 33% | 50% | 50% | 90% | 60% | N/A | 0% | 20% | 50% | 0% | 0% | 0% | 0% |
| Morgan Stanley | 1459 | 58% | 5% | 56% | 67% | 48% | 62% | 45% | 66% | 83% | 65% | 42% | 100% | 34% | 37% | 25% | 0% | 5% | 0% | 8% |
| NEEDHAM & CO, NEW YORK | 0.85 | 0% | 0% | 0% | N/A | 0% | 0% | N/A | 0% | 0% | 0% | 0% | N/A | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| Neuberger Berman Investment Advisers LLC | 463 | 29% | 4% | 18% | 7% | 5% | 27% | 37% | 49% | 5% | 27% | 9% | 100% | 85% | 18% | 41% | 0% | 3% | 3% | 8% |
| Ninety One | 158 | 13% | 0% | 50% | N/A | N/A | 0% | 0% | N/A | 0% | 50% | 0% | N/A | 0% | N/A | N/A | N/A | 0% | N/A | N/A |
| North Star Investment Holdings LLC | 0.667 | 24% | 21% | 56% | 0% | 0% | 75% | N/A | 8% | 33% | 10% | 0% | N/A | 0% | 0% | 33% | 0% | 29% | 0% | 33% |
| Northern Trust Asset Management | 1100 | 75% | 16% | 69% | 62% | 76% | 89% | 78% | 81% | 29% | 86% | 87% | 75% | 63% | 45% | 81% | 10% | 0% | 6% | 62% |
| Nuveen Real Estate | 1100 | 41% | 2% | 25% | 78% | 33% | 45% | 17% | 50% | 75% | 64% | 39% | N/A | 9% | 25% | 30% | 0% | 0% | 13% | 0% |
| O’Shaughnessy | 8.86 | 55% | 0% | 38% | 100% | N/A | 40% | N/A | 67% | N/A | 78% | N/A | 100% | 0% | N/A | N/A | N/A | 0% | N/A | 0% |
| Payden | 151 | 17% | 0% | 20% | 33% | 0% | 20% | 25% | 21% | 0% | 19% | 0% | N/A | 75% | 0% | 0% | 0% | 0% | 0% | 0% |
| Penn Capital | 1.6 | 0% | 0% | 0% | N/A | N/A | N/A | N/A | N/A | N/A | 0% | N/A | 0% | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| PGIM Quantitative Solutions, LLC | 1298 | 42% | 2% | 38% | 31% | 2% | 37% | 22% | 61% | 31% | 51% | 12% | 22% | 90% | 38% | 44% | 0% | 3% | 0% | 2% |
| PIMCO | 1860 | 85% | 4% | 80% | 64% | 100% | 97% | 100% | 96% | 100% | 81% | 89% | 100% | 79% | 81% | 84% | 14% | 3% | 0% | 0% |
| PineBridge | 157.1 | 37% | 4% | 23% | 75% | 50% | 38% | 25% | 44% | 40% | 65% | 40% | N/A | 0% | 25% | 0% | 0% | 9% | 0% | 0% |
| Polen Capital Management | 56 | 24% | 0% | 0% | 100% | 0% | 17% | 0% | 50% | 25% | 29% | N/A | 0% | 0% | 0% | N/A | N/A | 0% | N/A | N/A |
| Principal Capital Investors LL | 695 | 46% | 1% | 40% | 60% | 42% | 45% | 10% | 50% | 72% | 66% | 28% | 96% | 3% | 37% | 14% | 0% | 1% | 1% | 2% |
| Prudential Financial | 1450 | 17% | 0% | 0% | N/A | N/A | 0% | 0% | N/A | N/A | N/A | N/A | N/A | 100% | N/A | 0% | N/A | 0% | N/A | N/A |
| Prudential Investments | 1450 | 38% | 3% | 31% | 32% | 0% | 32% | 18% | 59% | 29% | 46% | 10% | 29% | 74% | 36% | 39% | 5% | 2% | 5% | 3% |
| Putnam | 178 | 8% | 0% | 13% | 7% | 0% | 11% | 3% | 15% | 0% | 1% | 9% | 0% | 1% | 1% | 0% | 0% | 0% | 0% | 1% |
| Pzena Investment Management, LLC | 55 | 0% | 0% | 0% | 0% | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| RBC Capital Markets LLC | 2038 | 37% | 0% | 50% | 0% | 33% | 22% | 0% | 78% | 0% | 25% | N/A | N/A | 50% | 0% | 0% | 0% | 0% | 0% | N/A |
| Redwood Inv EAFE | 2.4 | 2% | 0% | 6% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | N/A | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| Riverbridge Partners, LLC | 8 | 3% | 0% | 17% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | N/A | N/A | 0% | 0% | 0% | N/A | 0% | 0% | 0% |
| Rockefeller | 12.2 | 100% | 0% | 100% | N/A | N/A | 100% | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Russell | 298 | 33% | 3% | 35% | 15% | 0% | 37% | 25% | 49% | 22% | 35% | 11% | 70% | 73% | 23% | 24% | 4% | 4% | 2% | 2% |
| Sands Capital Management, LLC | 52 | 16% | 0% | 0% | 0% | 0% | 33% | N/A | 22% | 33% | 0% | N/A | N/A | 0% | 0% | 0% | N/A | 0% | 0% | N/A |
| Segall, Bryant and Hamill | 24.6 | 32% | 0% | 25% | 100% | 13% | 13% | 0% | 52% | 56% | 56% | 25% | N/A | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| SPDR Funds | 1200 | 17% | 0% | 23% | 30% | 0% | 20% | 0% | 29% | 13% | 15% | 5% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| Sprott Funds | 25 | 0% | 0% | 0% | 0% | N/A | 0% | N/A | 0% | N/A | N/A | N/A | N/A | 0% | N/A | N/A | 0% | N/A | 0% | N/A |
| State Street Funds | 4130 | 18% | 1% | 23% | 18% | 4% | 20% | 12% | 30% | 9% | 13% | 10% | 0% | 0% | 0% | 0% | 4% | 0% | 0% | 0% |
| State Street Global Advisors | 4130 | 19% | 0% | 25% | 30% | 0% | 26% | 17% | 29% | 15% | 13% | 5% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| STERLING CAPITAL PARTNERS | 76 | 28% | 2% | 32% | 27% | 0% | 41% | 25% | 37% | 13% | 26% | 9% | 100% | 50% | 14% | 29% | 0% | 4% | 0% | 0% |
| Symmetry Funds | 0.546 | 3% | 0% | 5% | 14% | 0% | 3% | 0% | 4% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| T. Rowe Price Associates, Inc. | 1450 | 3% | 1% | 5% | 9% | 4% | 0% | 1% | 5% | 1% | 3% | 0% | 0% | 1% | 1% | 0% | 0% | 1% | 1% | 1% |
| TCW | 210 | 76% | 4% | 72% | 84% | 44% | 83% | 77% | 79% | 95% | 85% | 79% | 100% | 88% | 61% | 30% | 0% | 7% | 11% | 0% |
| Tortoise Capital | 6.9 | 44% | 0% | 26% | 50% | N/A | 0% | N/A | 100% | N/A | 60% | N/A | N/A | 100% | N/A | N/A | 0% | N/A | N/A | N/A |
| UBS | 1717 | 48% | 1% | 46% | 47% | 41% | 49% | 10% | 55% | 52% | 60% | 39% | 50% | 27% | 18% | 54% | 4% | 1% | 0% | 0% |
| Vanguard | 8100 | 6% | 0% | 9% | 9% | 3% | 6% | 4% | 7% | 2% | 5% | 1% | 4% | 2% | 5% | 1% | 0% | 0% | 0% | 0% |
| Virtus Funds | 171.1 | 47% | 0% | 32% | 66% | 32% | 45% | 18% | 64% | 56% | 63% | 43% | 80% | 10% | 34% | 26% | 0% | 0% | 0% | 0% |
| Vontobel | 234.8 | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | N/A | N/A | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| Voya Investment Management | 322 | 28% | 1% | 18% | 35% | 33% | 26% | 11% | 31% | 50% | 47% | 12% | 30% | 0% | 25% | 15% | 0% | 1% | 1% | 0% |
| Wasatch Advisors | 26.7 | 19% | 0% | 25% | 0% | N/A | 0% | N/A | 25% | N/A | 25% | 33% | N/A | N/A | 0% | N/A | 0% | 0% | N/A | N/A |
| WCM | 82.9 | 16% | 0% | 43% | 0% | 0% | 0% | 0% | 0% | 0% | 29% | N/A | 0% | 0% | 0% | N/A | N/A | 0% | N/A | N/A |
| Westwood Management | 16.6 | 0% | 0% | N/A | N/A | N/A | 0% | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| William Blair Investment Management, LLC | 12.4 | 72% | 0% | 77% | 100% | 43% | 88% | 60% | 78% | 73% | 67% | 67% | N/A | 50% | 42% | 100% | N/A | 0% | 0% | 0% |
| Zevenbergen Capital Investments LLC | 4.3 | 29% | 0% | 0% | 100% | 0% | 50% | N/A | 26% | 75% | 0% | N/A | N/A | 0% | 0% | N/A | N/A | 0% | N/A | N/A |
Disclaimer: The information contained in this report, ‘Proxy Voting,’ is intended for educational purposes only and does not constitute financial or investment advice. Click here for the full disclaimer.