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TICKER NAME EXCHANGE STYLE SECTOR INDUSTRY ANF Abercrombie & Fitch Co New York Stock Exchange, Inc. Small Blend Consumer Discretionary Specialty retail ATV Acorn International Inc New York Stock Exchange, Inc. Consumer Discretionary Advertising agencies AMZN Amazon.com Inc Nasdaq Large Growth Consumer Discretionary Diversified retail AEO American Eagle Outfitters Inc New York Stock Exchange, Inc. Small Value Consumer Discretionary Specialty retail AOBC American Outdoor Brands Corp Nasdaq Small Value Consumer Discretionary Leisure time APTV Aptiv PLC New York Stock Exchange, Inc. Large Blend Consumer Discretionary Auto parts AVP Avon Products Inc New York Stock Exchange, Inc. Small Blend Consumer Discretionary Cosmetics BTOW3 B2W - Companhia Digital Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros Large Blend Consumer Discretionary Diversified retail BAJAJ-AUTO Bajaj Auto Ltd National Stock Exchange Of India Large Blend Consumer Discretionary Recreational vehicles and boats BNED Barnes & Noble Education Inc New York Stock Exchange, Inc. Small Value Consumer Discretionary Specialty retail BATAINDIA Bata India Ltd National Stock Exchange Of India Mid Growth Consumer Discretionary Textiles apparel and shoes BBBY Bed Bath & Beyond Inc Nasdaq Small Value Consumer Discretionary Specialty retail BBY Best Buy Co Inc New York Stock Exchange, Inc. Mid Value Consumer Discretionary Specialty retail BWA BorgWarner Inc New York Stock Exchange, Inc. Mid Value Consumer Discretionary Auto parts BOSCHLTD Bosch Ltd National Stock Exchange Of India Large Growth Consumer Discretionary Auto parts BBW Build-A-Bear Workshop Inc New York Stock Exchange, Inc. Small Value Consumer Discretionary Specialty retail BURL Burlington Stores Inc New York Stock Exchange, Inc. Mid Growth Consumer Discretionary Specialty retail KMX CarMax Inc New York Stock Exchange, Inc. Mid Blend Consumer Discretionary Specialty retail CCL Carnival PLC London Stock Exchange Mid Blend Consumer Discretionary Leisure time CTRC Centric Brands Inc Nasdaq Small Value Consumer Discretionary Textiles apparel and shoes CAKE Cheesecake Factory Inc Nasdaq Small Blend Consumer Discretionary Restaurants CAAS China Automotive Systems Inc Nasdaq Small Value Consumer Discretionary Auto parts 601888 China International Travel Service Corp Ltd Shanghai Stock Exchange Large Growth Consumer Discretionary Hotel/motel CMG Chipotle Mexican Grill Inc New York Stock Exchange, Inc. Large Growth Consumer Discretionary Restaurants CMCSA Comcast Corp Nasdaq Large Value Consumer Discretionary Cable television services CPG Compass Group PLC London Stock Exchange Large Growth Consumer Discretionary Vending and catering services COST Costco Wholesale Corp Nasdaq Large Growth Consumer Discretionary Diversified retail DJCO Daily Journal Corp Nasdaq Small Blend Consumer Discretionary Publishing DFRG Del Frisco's Restaurant Group Inc Nasdaq Small Value Consumer Discretionary Restaurants

TICKER NAME EXCHANGE STYLE SECTOR INDUSTRYkw.wharton.upenn.edu/kwhs-invests-2019-2020/files/2019/09/2019-20-KWHS-Approved...HEROMOTOCO Hero MotoCorp Ltd National Stock Exchange Of

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Page 1: TICKER NAME EXCHANGE STYLE SECTOR INDUSTRYkw.wharton.upenn.edu/kwhs-invests-2019-2020/files/2019/09/2019-20-KWHS-Approved...HEROMOTOCO Hero MotoCorp Ltd National Stock Exchange Of

TICKER NAME EXCHANGE STYLE SECTOR INDUSTRY

ANF Abercrombie & Fitch Co New York Stock Exchange, Inc. Small Blend Consumer Discretionary Specialty retail

ATV Acorn International Inc New York Stock Exchange, Inc. Consumer Discretionary Advertising agencies

AMZN Amazon.com Inc Nasdaq Large Growth Consumer Discretionary Diversified retail

AEO American Eagle Outfitters Inc New York Stock Exchange, Inc. Small Value Consumer Discretionary Specialty retail

AOBC American Outdoor Brands Corp Nasdaq Small Value Consumer Discretionary Leisure time

APTV Aptiv PLC New York Stock Exchange, Inc. Large Blend Consumer Discretionary Auto parts

AVP Avon Products Inc New York Stock Exchange, Inc. Small Blend Consumer Discretionary Cosmetics

BTOW3 B2W - Companhia Digital Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Blend Consumer Discretionary Diversified retail

BAJAJ-AUTO Bajaj Auto Ltd National Stock Exchange Of India Large Blend Consumer Discretionary Recreational vehicles and boats

BNED Barnes & Noble Education Inc New York Stock Exchange, Inc. Small Value Consumer Discretionary Specialty retail

BATAINDIA Bata India Ltd National Stock Exchange Of India Mid Growth Consumer Discretionary Textiles apparel and shoes

BBBY Bed Bath & Beyond Inc Nasdaq Small Value Consumer Discretionary Specialty retail

BBY Best Buy Co Inc New York Stock Exchange, Inc. Mid Value Consumer Discretionary Specialty retail

BWA BorgWarner Inc New York Stock Exchange, Inc. Mid Value Consumer Discretionary Auto parts

BOSCHLTD Bosch Ltd National Stock Exchange Of India Large Growth Consumer Discretionary Auto parts

BBW Build-A-Bear Workshop Inc New York Stock Exchange, Inc. Small Value Consumer Discretionary Specialty retail

BURL Burlington Stores Inc New York Stock Exchange, Inc. Mid Growth Consumer Discretionary Specialty retail

KMX CarMax Inc New York Stock Exchange, Inc. Mid Blend Consumer Discretionary Specialty retail

CCL Carnival PLC London Stock Exchange Mid Blend Consumer Discretionary Leisure time

CTRC Centric Brands Inc Nasdaq Small Value Consumer Discretionary Textiles apparel and shoes

CAKE Cheesecake Factory Inc Nasdaq Small Blend Consumer Discretionary Restaurants

CAAS China Automotive Systems Inc Nasdaq Small Value Consumer Discretionary Auto parts

601888 China International Travel Service Corp Ltd

Shanghai Stock Exchange Large Growth Consumer Discretionary Hotel/motel

CMG Chipotle Mexican Grill Inc New York Stock Exchange, Inc. Large Growth Consumer Discretionary Restaurants

CMCSA Comcast Corp Nasdaq Large Value Consumer Discretionary Cable television services

CPG Compass Group PLC London Stock Exchange Large Growth Consumer Discretionary Vending and catering services

COST Costco Wholesale Corp Nasdaq Large Growth Consumer Discretionary Diversified retail

DJCO Daily Journal Corp Nasdaq Small Blend Consumer Discretionary Publishing

DFRG Del Frisco's Restaurant Group Inc Nasdaq Small Value Consumer Discretionary Restaurants

Page 2: TICKER NAME EXCHANGE STYLE SECTOR INDUSTRYkw.wharton.upenn.edu/kwhs-invests-2019-2020/files/2019/09/2019-20-KWHS-Approved...HEROMOTOCO Hero MotoCorp Ltd National Stock Exchange Of

TICKER NAME EXCHANGE STYLE SECTOR INDUSTRY

DG Dollar General Corp New York Stock Exchange, Inc. Large Growth Consumer Discretionary Diversified retail

DLTR Dollar Tree Inc Nasdaq Large Blend Consumer Discretionary Diversified retail

DPZ Domino's Pizza Inc New York Stock Exchange, Inc. Mid Growth Consumer Discretionary Restaurants

FL Foot Locker Inc New York Stock Exchange, Inc. Mid Value Consumer Discretionary Specialty retail

F Ford Motor Co New York Stock Exchange, Inc. Large Value Consumer Discretionary Automobiles

GPS Gap Inc New York Stock Exchange, Inc. Mid Value Consumer Discretionary Specialty retail

GM General Motors Co New York Stock Exchange, Inc. Large Value Consumer Discretionary Automobiles

GRDZF Giordano International Ltd OTC Grey Market Small Value Consumer Discretionary Specialty retail

HRB H&R Block Inc New York Stock Exchange, Inc. Mid Value Consumer Discretionary Consumer services: Miscellaneous

HOG Harley-Davidson Inc New York Stock Exchange, Inc. Mid Value Consumer Discretionary Recreational vehicles and boats

HAS Hasbro Inc Nasdaq Mid Value Consumer Discretionary Toys

HEROMOTOCO Hero MotoCorp Ltd National Stock Exchange Of India Large Blend Consumer Discretionary Recreational vehicles and boats

HIBB Hibbett Sports Inc Nasdaq Small Value Consumer Discretionary Specialty retail

HMC Honda Motor Co Ltd New York Stock Exchange, Inc. Large Value Consumer Discretionary Automobiles

HSW Hostelworld Group PLC London Stock Exchange Small Value Consumer Discretionary Leisure time

H Hyatt Hotels Corp New York Stock Exchange, Inc. Mid Blend Consumer Discretionary Hotel/motel

IMAX Imax Corp New York Stock Exchange, Inc. Small Growth Consumer Discretionary Entertainment

IHG InterContinental Hotels Group PLC London Stock Exchange Mid Blend Consumer Discretionary Hotel/motel

JUBLFOOD Jubilant Foodworks Ltd National Stock Exchange Of India Mid Growth Consumer Discretionary Restaurants

KROT3 Kroton Educacional SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Mid Value Consumer Discretionary Education services

LE Lands' End Inc Nasdaq Small Blend Consumer Discretionary Diversified retail

LVS Las Vegas Sands Corp New York Stock Exchange, Inc. Large Value Consumer Discretionary Casinos and gambling

LCII LCI Industries Inc New York Stock Exchange, Inc. Small Blend Consumer Discretionary Recreational vehicles and boats

RENT3 Localiza Rent A Car SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Growth Consumer Discretionary Rental and leasing services: Consumer

LAME4 Lojas Americanas SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Growth Consumer Discretionary Diversified retail

LREN3 Lojas Renner SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Growth Consumer Discretionary Diversified retail

Page 3: TICKER NAME EXCHANGE STYLE SECTOR INDUSTRYkw.wharton.upenn.edu/kwhs-invests-2019-2020/files/2019/09/2019-20-KWHS-Approved...HEROMOTOCO Hero MotoCorp Ltd National Stock Exchange Of

TICKER NAME EXCHANGE STYLE SECTOR INDUSTRY

LOOK Lookers PLC London Stock Exchange Small Value Consumer Discretionary Specialty retail

LULU Lululemon Athletica Inc Nasdaq Large Growth Consumer Discretionary Textiles apparel and shoes

LYFT Lyft Inc Nasdaq Consumer Discretionary Consumer services: Miscellaneous

M Macy's Inc New York Stock Exchange, Inc. Mid Value Consumer Discretionary Diversified retail

MGLU3 Magazine Luiza SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Growth Consumer Discretionary Diversified retail

M&M Mahindra & Mahindra Ltd National Stock Exchange Of India Large Blend Consumer Discretionary Automobiles

MAR Marriott International Inc Nasdaq Large Blend Consumer Discretionary Hotel/motel

MARUTI Maruti Suzuki India Ltd National Stock Exchange Of India Large Growth Consumer Discretionary Automobiles

MAT Mattel Inc Nasdaq Small Blend Consumer Discretionary Toys

MCD McDonald's Corp New York Stock Exchange, Inc. Large Blend Consumer Discretionary Restaurants

000333 Midea Group Co Ltd Shenzhen Stock Exchange Large Blend Consumer Discretionary Household appliances

MOV Movado Group Inc New York Stock Exchange, Inc. Small Value Consumer Discretionary Luxury items

EDU New Oriental Education & Technology Group Inc

New York Stock Exchange, Inc. Consumer Discretionary Education services

NXT Next PLC London Stock Exchange Mid Blend Consumer Discretionary Diversified retail

NKE Nike Inc New York Stock Exchange, Inc. Large Growth Consumer Discretionary Textiles apparel and shoes

NCLH Norwegian Cruise Line Holdings Ltd

New York Stock Exchange, Inc. Mid Blend Consumer Discretionary Leisure time

OTB On The Beach Group PLC London Stock Exchange Small Growth Consumer Discretionary Leisure time

PZZA Papa John's International Inc Nasdaq Small Blend Consumer Discretionary Restaurants

PSON Pearson PLC London Stock Exchange Mid Blend Consumer Discretionary Education services

PIR Pier 1 Imports Inc New York Stock Exchange, Inc. Small Value Consumer Discretionary Specialty retail

PLNT Planet Fitness Inc New York Stock Exchange, Inc. Mid Growth Consumer Discretionary Leisure time

RLH Red Lion Hotels Corp New York Stock Exchange, Inc. Small Blend Consumer Discretionary Hotel/motel

REV Revlon Inc New York Stock Exchange, Inc. Small Blend Consumer Discretionary Cosmetics

SHALF Shangri-La Asia Ltd OTC Markets Large Blend Consumer Discretionary Hotel/motel

SIRI Sirius XM Holdings Inc Nasdaq Large Growth Consumer Discretionary Radio and TV broadcasters

SSI Stage Stores Inc New York Stock Exchange, Inc. Consumer Discretionary Specialty retail

SBUX Starbucks Corp Nasdaq Large Growth Consumer Discretionary Restaurants

SFIX Stitch Fix Inc Nasdaq Small Growth Consumer Discretionary Diversified retail

TLRD Tailored Brands Inc New York Stock Exchange, Inc. Small Value Consumer Discretionary Specialty retail

Page 4: TICKER NAME EXCHANGE STYLE SECTOR INDUSTRYkw.wharton.upenn.edu/kwhs-invests-2019-2020/files/2019/09/2019-20-KWHS-Approved...HEROMOTOCO Hero MotoCorp Ltd National Stock Exchange Of

TICKER NAME EXCHANGE STYLE SECTOR INDUSTRY

TAL TAL Education Group New York Stock Exchange, Inc. Consumer Discretionary Education services

TGT Target Corp New York Stock Exchange, Inc. Large Value Consumer Discretionary Diversified retail

TATAMOTORS Tata Motors Ltd National Stock Exchange Of India Large Value Consumer Discretionary Automobiles

TSLA Tesla Inc Nasdaq Large Growth Consumer Discretionary Automobiles

TXRH Texas Roadhouse Inc Nasdaq Small Growth Consumer Discretionary Restaurants

TCS The Container Store Group Inc New York Stock Exchange, Inc. Small Value Consumer Discretionary Specialty retail

EL The Estee Lauder Companies Inc New York Stock Exchange, Inc. Large Growth Consumer Discretionary Cosmetics

DIS The Walt Disney Co New York Stock Exchange, Inc. Large Blend Consumer Discretionary Entertainment

WEN The Wendy's Co Nasdaq Mid Growth Consumer Discretionary Restaurants

TIF Tiffany & Co New York Stock Exchange, Inc. Mid Blend Consumer Discretionary Luxury items

TJX TJX Companies Inc New York Stock Exchange, Inc. Large Blend Consumer Discretionary Specialty retail

TM Toyota Motor Corp New York Stock Exchange, Inc. Large Value Consumer Discretionary Automobiles

UBER Uber Technologies Inc New York Stock Exchange, Inc. Consumer Discretionary Consumer services: Miscellaneous

ULTA Ulta Beauty Inc Nasdaq Mid Growth Consumer Discretionary Specialty retail

UAA Under Armour Inc New York Stock Exchange, Inc. Mid Growth Consumer Discretionary Textiles apparel and shoes

URBN Urban Outfitters Inc Nasdaq Small Value Consumer Discretionary Specialty retail

VRA Vera Bradley Inc Nasdaq Small Blend Consumer Discretionary Textiles apparel and shoes

VFC VF Corp New York Stock Exchange, Inc. Large Blend Consumer Discretionary Textiles apparel and shoes

WTB Whitbread PLC London Stock Exchange Mid Growth Consumer Discretionary Restaurants

YUM Yum Brands Inc New York Stock Exchange, Inc. Large Growth Consumer Discretionary Restaurants

ABEV3 Ambev SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Blend Consumer Staples Beverage: Brewers and distillers

CRFB3 Atacadao SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Growth Consumer Staples Drug and grocery store chains

BRFS3 BRF SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Growth Consumer Staples Foods

CPB Campbell Soup Co New York Stock Exchange, Inc. Mid Value Consumer Staples Foods

CASY Casey's General Stores Inc Nasdaq Mid Blend Consumer Staples Drug and grocery store chains

BORNY China New Borun Corp OTC Markets Consumer Staples Beverage: Brewers and distillers

KO Coca-Cola Co New York Stock Exchange, Inc. Large Blend Consumer Staples Beverage: Soft drinks

CL Colgate-Palmolive Co New York Stock Exchange, Inc. Large Value Consumer Staples Personal care

Page 5: TICKER NAME EXCHANGE STYLE SECTOR INDUSTRYkw.wharton.upenn.edu/kwhs-invests-2019-2020/files/2019/09/2019-20-KWHS-Approved...HEROMOTOCO Hero MotoCorp Ltd National Stock Exchange Of

TICKER NAME EXCHANGE STYLE SECTOR INDUSTRY

PCAR4 Companhia Brasileira De Distribuicao

Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Growth Consumer Staples Drug and grocery store chains

CORE Core-Mark Holding Co Inc Nasdaq Small Blend Consumer Staples Tobacco

CTVA Corteva Inc New York Stock Exchange, Inc. Consumer Staples Foods

CVS CVS Health Corp New York Stock Exchange, Inc. Large Value Consumer Staples Drug and grocery store chains

GIS General Mills Inc New York Stock Exchange, Inc. Large Value Consumer Staples Foods

GNC GNC Holdings Inc New York Stock Exchange, Inc. Small Value Consumer Staples Drug and grocery store chains

GODREJAGRO Godrej Agrovet Ltd National Stock Exchange Of India Mid Growth Consumer Staples Agriculture fishing and ranching

GODREJCP Godrej Consumer Products Ltd National Stock Exchange Of India Large Growth Consumer Staples Personal care

HINDUNILVR Hindustan Unilever Ltd National Stock Exchange Of India Large Growth Consumer Staples Personal care

ITC ITC Ltd Luxembourg Stock Exchange Large Growth Consumer Staples Tobacco

JJSF J&J Snack Foods Corp Nasdaq Small Growth Consumer Staples Foods

JBSS3 JBS SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Value Consumer Staples Foods

JSDA Jones Soda Co OTC Markets Consumer Staples Beverage: Soft drinks

K Kellogg Co New York Stock Exchange, Inc. Large Value Consumer Staples Foods

KDP Keurig Dr Pepper Inc New York Stock Exchange, Inc. Large Blend Consumer Staples Beverage: Soft drinks

600519 Kweichow Moutai Co Ltd Shanghai Stock Exchange Large Growth Consumer Staples Beverage: Brewers and distillers

MDIA3 M Dias Branco SA Industria e Comercio de Alimentos

Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Mid Blend Consumer Staples Foods

MKC McCormick & Co Inc New York Stock Exchange, Inc. Large Growth Consumer Staples Foods

TAP Molson Coors Brewing Co New York Stock Exchange, Inc. Mid Value Consumer Staples Beverage: Brewers and distillers

MDLZ Mondelez International Inc Santiago Stock Exchange Large Blend Consumer Staples Foods

MNST Monster Beverage Corp Nasdaq Large Growth Consumer Staples Beverage: Soft drinks

FIZZ National Beverage Corp Nasdaq Small Growth Consumer Staples Beverage: Soft drinks

NATU3 Natura Cosmeticos SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Growth Consumer Staples Personal care

NESTLEIND Nestle India Ltd National Stock Exchange Of India Large Growth Consumer Staples Foods

TISUQ Orchids Paper Products Co OTC Markets Consumer Staples Personal care

Page 6: TICKER NAME EXCHANGE STYLE SECTOR INDUSTRYkw.wharton.upenn.edu/kwhs-invests-2019-2020/files/2019/09/2019-20-KWHS-Approved...HEROMOTOCO Hero MotoCorp Ltd National Stock Exchange Of

TICKER NAME EXCHANGE STYLE SECTOR INDUSTRY

PEP PepsiCo Inc Nasdaq Large Blend Consumer Staples Beverage: Soft drinks

PG Procter & Gamble Co New York Stock Exchange, Inc. Large Value Consumer Staples Personal care

RADL3 Raia Drogasil SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Growth Consumer Staples Drug and grocery store chains

RB. Reckitt Benckiser Group PLC London Stock Exchange Large Blend Consumer Staples Personal care

RAD Rite Aid Corp New York Stock Exchange, Inc. Small Growth Consumer Staples Drug and grocery store chains

SBRY Sainsbury (J) PLC London Stock Exchange Mid Value Consumer Staples Drug and grocery store chains

SFM Sprouts Farmers Market Inc Nasdaq Small Value Consumer Staples Drug and grocery store chains

SYY Sysco Corp New York Stock Exchange, Inc. Large Blend Consumer Staples Foods

HSY The Hershey Co New York Stock Exchange, Inc. Large Growth Consumer Staples Foods

TR Tootsie Roll Industries Inc New York Stock Exchange, Inc. Small Blend Consumer Staples Foods

THS Treehouse Foods Inc New York Stock Exchange, Inc. Small Blend Consumer Staples Foods

TSN Tyson Foods Inc New York Stock Exchange, Inc. Large Blend Consumer Staples Foods

ULVR Unilever PLC London Stock Exchange Large Growth Consumer Staples Personal care

UL Unilever PLC New York Stock Exchange, Inc. Large Growth Consumer Staples Personal care

UNFI United Natural Foods Inc New York Stock Exchange, Inc. Small Value Consumer Staples Foods

WDFC WD-40 Co Nasdaq Small Growth Consumer Staples Personal care

000858 Wuliangye Yibin Co Ltd Shenzhen Stock Exchange Large Growth Consumer Staples Beverage: Brewers and distillers

WYN Wynnstay Group PLC London Stock Exchange Small Value Consumer Staples Foods

FIVE X5 Retail Group NV London Stock Exchange Consumer Staples Drug and grocery store chains

AMTX Aemetis Inc Nasdaq Small Value Energy Alternative energy

BP BP PLC New York Stock Exchange, Inc. Large Value Energy Oil: Integrated

CVX Chevron Corp New York Stock Exchange, Inc. Large Value Energy Oil: Integrated

SNP China Petroleum & Chemical Corp New York Stock Exchange, Inc. Large Value Energy Oil: Integrated

CSUNY China Sunergy Co Ltd OTC Markets Energy Energy equipment

CEO CNOOC Ltd New York Stock Exchange, Inc. Large Value Energy Oil: Crude producers

COALINDIA Coal India Ltd National Stock Exchange Of India Large Value Energy Coal

CLR Continental Resources Inc New York Stock Exchange, Inc. Mid Blend Energy Oil: Crude producers

Page 7: TICKER NAME EXCHANGE STYLE SECTOR INDUSTRYkw.wharton.upenn.edu/kwhs-invests-2019-2020/files/2019/09/2019-20-KWHS-Approved...HEROMOTOCO Hero MotoCorp Ltd National Stock Exchange Of

TICKER NAME EXCHANGE STYLE SECTOR INDUSTRY

CSAN3 Cosan SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Mid Blend Energy Alternative energy

ET Energy Transfer LP New York Stock Exchange, Inc. Large Value Energy Gas pipeline

XOM Exxon Mobil Corp New York Stock Exchange, Inc. Large Blend Energy Oil: Integrated

GLEN Glencore PLC London Stock Exchange Large Value Energy Coal

HES Hess Corp New York Stock Exchange, Inc. Mid Blend Energy Oil: Integrated

LAM Lamprell PLC London Stock Exchange Small Value Energy Oil well equipment and services

NOV National Oilwell Varco Inc New York Stock Exchange, Inc. Mid Blend Energy Oil well equipment and services

NGS Natural Gas Services Group Inc New York Stock Exchange, Inc. Small Blend Energy Oil well equipment and services

ONGC Oil & Natural Gas Corp Ltd National Stock Exchange Of India Large Value Energy Oil: Crude producers

OKE ONEOK Inc New York Stock Exchange, Inc. Large Blend Energy Oil: Refining & marketing

BRDT3 Petrobras Distribuidora SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Growth Energy Oil: Refining & marketing

PTR PetroChina Co Ltd New York Stock Exchange, Inc. Large Blend Energy Oil: Integrated

PETR4 Petroleo Brasileiro SA Petrobras Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Value Energy Oil: Integrated

PETR3 Petroleo Brasileiro SA Petrobras Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Value Energy Oil: Integrated

PSX Phillips 66 New York Stock Exchange, Inc. Large Blend Energy Oil: Refining & marketing

RELIANCE Reliance Industries Ltd National Stock Exchange Of India Large Growth Energy Oil: Refining & marketing

RDSA Royal Dutch Shell PLC London Stock Exchange Large Value Energy Oil: Integrated

SJVN SJVN Ltd National Stock Exchange Of India Mid Value Energy Alternative energy

SUN Sunoco LP New York Stock Exchange, Inc. Small Value Energy Oil: Refining & marketing

TRCH Torchlight Energy Resources Inc Nasdaq Small Growth Energy Oil: Crude producers

TLW Tullow Oil PLC London Stock Exchange Mid Blend Energy Oil: Crude producers

UGPA3 Ultrapar Participacoes SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Mid Value Energy Oil: Refining & marketing

YGEHY Yingli Green Energy Holding Co Ltd OTC Markets Energy Energy equipment

ADCB Abu Dhabi Commercial Bank ABU Dhabi Securities Exchange Large Value Financial Services Banks: Diversified

AFL Aflac Inc New York Stock Exchange, Inc. Large Value Financial Services Insurance: Life

Page 8: TICKER NAME EXCHANGE STYLE SECTOR INDUSTRYkw.wharton.upenn.edu/kwhs-invests-2019-2020/files/2019/09/2019-20-KWHS-Approved...HEROMOTOCO Hero MotoCorp Ltd National Stock Exchange Of

TICKER NAME EXCHANGE STYLE SECTOR INDUSTRY

ALDAR Aldar Properties PJSC ABU Dhabi Securities Exchange Mid Value Financial Services Real estate holding and development

ALL Allstate Corp New York Stock Exchange, Inc. Large Value Financial Services Insurance: Property-casualty

AXP American Express Co New York Stock Exchange, Inc. Large Blend Financial Services Financial data & systems

APAM Artisan Partners Asset Management Inc

New York Stock Exchange, Inc. Small Value Financial Services Asset management & custodian

AV. Aviva PLC London Stock Exchange Large Value Financial Services Insurance: Multi-line

AXISBANK Axis Bank Ltd National Stock Exchange Of India Large Growth Financial Services Banks: Diversified

B3SA3 B3 SA - Brasil Bolsa Balcao Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Growth Financial Services Securities brokerage & services

BPAC11 Banco BTG Pactual S.A. Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Financial Services Diversified financial services

BBAS3 Banco do Brasil SA BB Brasil Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Value Financial Services Banks: Diversified

SANB11 Banco Santander (Brasil) SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Financial Services Banks: Diversified

BBDC3 Bank Bradesco SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Value Financial Services Banks: Diversified

BBDC4 Bank Bradesco SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Value Financial Services Banks: Diversified

002142 Bank Of Ningbo Co Ltd Shenzhen Stock Exchange Large Blend Financial Services Banks: Diversified

OZK Bank OZK Nasdaq Small Blend Financial Services Banks: Diversified

BCS Barclays PLC New York Stock Exchange, Inc. Large Value Financial Services Banks: Diversified

BBSE3 BB Seguridade Participacoes SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Growth Financial Services Insurance: Multi-line

BX Blackstone Group Inc New York Stock Exchange, Inc. Large Blend Financial Services Asset management & custodian

BPFH Boston Private Financial Holdings Inc

Nasdaq Small Value Financial Services Banks: Diversified

BRML3 BR Malls Participacoes SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Mid Blend Financial Services Real estate holding and development

CWB Canadian Western Bank Toronto Stock Exchange Small Value Financial Services Banks: Diversified

CBOE Cboe Global Markets Inc BATS Z-Exchange Mid Blend Financial Services Securities brokerage & services

Page 9: TICKER NAME EXCHANGE STYLE SECTOR INDUSTRYkw.wharton.upenn.edu/kwhs-invests-2019-2020/files/2019/09/2019-20-KWHS-Approved...HEROMOTOCO Hero MotoCorp Ltd National Stock Exchange Of

TICKER NAME EXCHANGE STYLE SECTOR INDUSTRY

00939 China Construction Bank Corp Hong Kong Exchanges And Clearing Ltd

Large Value Financial Services Banks: Diversified

JRJC China Finance Online Co Ltd Nasdaq Financial Services Financial data & systems

000002 China Vanke Co Ltd Shenzhen Stock Exchange Large Blend Financial Services Real estate holding and development

600007 China World Trade Center Co Ltd Shanghai Stock Exchange Mid Growth Financial Services Diversified real estate activities

CIEL3 Cielo SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Value Financial Services Financial data & systems

C Citigroup Inc New York Stock Exchange, Inc. Large Value Financial Services Diversified financial services

CLIG City of London Investment Group PLC

London Stock Exchange Small Growth Financial Services Asset management & custodian

CS Credit Suisse Group AG New York Stock Exchange, Inc. Large Value Financial Services Diversified financial services

DB Deutsche Bank AG New York Stock Exchange, Inc. Large Blend Financial Services Diversified financial services

DLR Digital Realty Trust Inc New York Stock Exchange, Inc. Large Blend Financial Services Equity REIT: Other Specialty

DFS Discover Financial Services New York Stock Exchange, Inc. Large Value Financial Services Financial data & systems

DIB Dubai Islamic Bank PJSC Dubai Financial Market Mid Value Financial Services Banks: Diversified

EMAARDEV Emaar Development PJSC Dubai Financial Market Mid Growth Financial Services Real estate holding and development

EMAARMALLS Emaar Malls PJSC Dubai Financial Market Mid Value Financial Services Real estate holding and development

EMAAR Emaar Properties PJSC Dubai Financial Market Mid Blend Financial Services Real estate holding and development

EXPN Experian PLC London Stock Exchange Large Blend Financial Services Financial data & systems

EXR Extra Space Storage Inc New York Stock Exchange, Inc. Mid Blend Financial Services Equity REIT: Other Specialty

FICO Fair Isaac Corp New York Stock Exchange, Inc. Mid Growth Financial Services Financial data & systems

FAB First Abu Dhabi Bank PJSC ABU Dhabi Securities Exchange Large Blend Financial Services Banks: Diversified

GBCI Glacier Bancorp Inc Nasdaq Small Growth Financial Services Banks: Diversified

HDFCBANK HDFC Bank Ltd National Stock Exchange Of India Large Growth Financial Services Banks: Diversified

HDFC Housing Development Finance Corp Ltd

National Stock Exchange Of India Large Growth Financial Services Commercial finance & mortgage companies

Page 10: TICKER NAME EXCHANGE STYLE SECTOR INDUSTRYkw.wharton.upenn.edu/kwhs-invests-2019-2020/files/2019/09/2019-20-KWHS-Approved...HEROMOTOCO Hero MotoCorp Ltd National Stock Exchange Of

TICKER NAME EXCHANGE STYLE SECTOR INDUSTRY

HSBA HSBC Holdings PLC London Stock Exchange Large Value Financial Services Banks: Diversified

ICICIBANK ICICI Bank Ltd National Stock Exchange Of India Large Blend Financial Services Banks: Diversified

ICE Intercontinental Exchange Inc New York Stock Exchange, Inc. Large Blend Financial Services Securities brokerage & services

IRBR3 IRB Brasil Resseguros SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Growth Financial Services Insurance: Multi-line

IRM Iron Mountain Inc New York Stock Exchange, Inc. Mid Blend Financial Services Equity REIT: Other Specialty

ITUB4 Itau Unibanco Holding SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Value Financial Services Banks: Diversified

ITSA4 Itausa Investimentos ITAU SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Value Financial Services Diversified financial services

JPM JPMorgan Chase & Co New York Stock Exchange, Inc. Large Value Financial Services Diversified financial services

KEY KeyCorp New York Stock Exchange, Inc. Mid Value Financial Services Banks: Diversified

KKR KKR & Co Inc New York Stock Exchange, Inc. Large Blend Financial Services Asset management & custodian

LAZ Lazard Ltd New York Stock Exchange, Inc. Small Value Financial Services Diversified financial services

LM Legg Mason Inc-LeggMason RETAIL

New York Stock Exchange, Inc. Small Value Financial Services Asset management & custodian

LLOY Lloyds Banking Group PLC London Stock Exchange Large Value Financial Services Banks: Diversified

L Loews Corp New York Stock Exchange, Inc. Mid Blend Financial Services Insurance: Multi-line

MTB M&T Bank Corp New York Stock Exchange, Inc. Mid Value Financial Services Banks: Diversified

MA Mastercard Inc New York Stock Exchange, Inc. Large Growth Financial Services Financial data & systems

MFSL Max Financial Services Ltd National Stock Exchange Of India Mid Blend Financial Services Insurance: Life

MET MetLife Inc New York Stock Exchange, Inc. Large Value Financial Services Insurance: Multi-line

MCO Moody's Corporation New York Stock Exchange, Inc. Large Growth Financial Services Financial data & systems

COOP Mr. Cooper Group Inc Nasdaq Small Growth Financial Services Insurance: Multi-line

MULT3 Multiplan Empreendimentos Imobiliarios SA

Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Mid Growth Financial Services Real estate holding and development

ONB Old National Bancorp Nasdaq Small Value Financial Services Banks: Diversified

OPY Oppenheimer Holdings Inc New York Stock Exchange, Inc. Small Value Financial Services Asset management & custodian

PYPL PayPal Holdings Inc Nasdaq Large Growth Financial Services Financial data & systems

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TICKER NAME EXCHANGE STYLE SECTOR INDUSTRY

DOC Physicians Realty Trust New York Stock Exchange, Inc. Small Growth Financial Services Equity REIT: Health Care

02318 Ping An Insurance (Group) Co. of China Ltd

Hong Kong Exchanges And Clearing Ltd

Large Blend Financial Services Insurance: Life

PNC PNC Financial Services Group Inc New York Stock Exchange, Inc. Large Value Financial Services Banks: Diversified

PSSA3 Porto Seguro SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Mid Value Financial Services Insurance: Multi-line

PRU Prudential Financial Inc New York Stock Exchange, Inc. Large Value Financial Services Insurance: Life

PSA Public Storage New York Stock Exchange, Inc. Large Blend Financial Services Equity REIT: Storage

RECLTD REC Ltd National Stock Exchange Of India Large Value Financial Services Commercial finance & mortgage companies

RF Regions Financial Corp New York Stock Exchange, Inc. Mid Value Financial Services Banks: Diversified

SDR Schroders PLC London Stock Exchange Mid Blend Financial Services Asset management & custodian

SEIC SEI Investments Co Nasdaq Mid Growth Financial Services Asset management & custodian

STAN Standard Chartered PLC London Stock Exchange Large Value Financial Services Banks: Diversified

SBIN State Bank of India National Stock Exchange Of India Large Blend Financial Services Banks: Diversified

SULA11 Sul America SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Growth Financial Services Insurance: Multi-line

SSSS Sutter Rock Capital Corp Nasdaq Small Value Financial Services Asset management & custodian

GEO The GEO Group Inc New York Stock Exchange, Inc. Small Value Financial Services Equity REIT: Other Specialty

RBS The Royal Bank of Scotland Group PLC

London Stock Exchange Large Value Financial Services Banks: Diversified

UBS UBS Group AG New York Stock Exchange, Inc. Large Value Financial Services Diversified financial services

V Visa Inc New York Stock Exchange, Inc. Large Growth Financial Services Financial data & systems

WFC Wells Fargo & Co New York Stock Exchange, Inc. Large Value Financial Services Banks: Diversified

WBK Westpac Banking Corp New York Stock Exchange, Inc. Large Blend Financial Services Banks: Diversified

WYND Wyndham Destinations Inc New York Stock Exchange, Inc. Mid Value Financial Services Diversified real estate activities

YLDGF Yanlord Land Group Ltd OTC Grey Market Mid Value Financial Services Real estate holding and development

YESBANK Yes Bank Ltd National Stock Exchange Of India Mid Blend Financial Services Banks: Diversified

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TICKER NAME EXCHANGE STYLE SECTOR INDUSTRY

ABBV AbbVie Inc New York Stock Exchange, Inc. Large Value Healthcare Biotechnology

ACHC Acadia Healthcare Co Inc Nasdaq Small Value Healthcare Health care services

AMGN Amgen Inc Nasdaq Large Value Healthcare Biotechnology

AMN AMN Healthcare Services Inc New York Stock Exchange, Inc. Small Growth Healthcare Health care services

AZN AstraZeneca PLC London Stock Exchange Large Blend Healthcare Pharmaceuticals

AUROPHARMA Aurobindo Pharma Ltd National Stock Exchange Of India Large Blend Healthcare Pharmaceuticals

BAX Baxter International Inc New York Stock Exchange, Inc. Large Growth Healthcare Medical equipment

BMY Bristol-Myers Squibb Company New York Stock Exchange, Inc. Large Value Healthcare Pharmaceuticals

CGIX Cancer Genetics Inc Nasdaq Small Value Healthcare Biotechnology

CSII Cardiovascular Systems Inc Nasdaq Small Growth Healthcare Medical & dental instruments & supplies

CPRX Catalyst Pharmaceuticals Inc Nasdaq Small Growth Healthcare Biotechnology

CELG Celgene Corp Nasdaq Large Blend Healthcare Biotechnology

CNC Centene Corp New York Stock Exchange, Inc. Mid Blend Healthcare Health care management services

CIPLA Cipla Ltd National Stock Exchange Of India Large Growth Healthcare Pharmaceuticals

DRREDDY Dr Reddy's Laboratories Ltd National Stock Exchange Of India Large Growth Healthcare Pharmaceuticals

ENDP Endo International PLC Nasdaq Small Value Healthcare Pharmaceuticals

GILD Gilead Sciences Inc Nasdaq Large Value Healthcare Pharmaceuticals

GSK GlaxoSmithKline PLC New York Stock Exchange, Inc. Large Blend Healthcare Pharmaceuticals

GMED Globus Medical Inc New York Stock Exchange, Inc. Mid Growth Healthcare Medical & dental instruments & supplies

GRANULES Granules India Ltd National Stock Exchange Of India Small Blend Healthcare Pharmaceuticals

HBIO Harvard Bioscience Inc Nasdaq Small Value Healthcare Biotechnology

HYPE3 Hypera SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Blend Healthcare Pharmaceuticals

ILMN Illumina Inc Nasdaq Large Growth Healthcare Medical equipment

600276 Jiangsu Hengrui Medicine Co Ltd Shanghai Stock Exchange Large Growth Healthcare Pharmaceuticals

JNJ Johnson & Johnson New York Stock Exchange, Inc. Large Value Healthcare Pharmaceuticals

MCK McKesson Corp New York Stock Exchange, Inc. Large Value Healthcare Health care services

MDC Mediclinic International PLC London Stock Exchange Mid Value Healthcare Health care facilities

MRK Merck & Co Inc New York Stock Exchange, Inc. Large Blend Healthcare Pharmaceuticals

MYGN Myriad Genetics Inc Nasdaq Small Blend Healthcare Biotechnology

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TICKER NAME EXCHANGE STYLE SECTOR INDUSTRY

GNDI3 Notre Dame Intermedica Participacoes SA

Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Growth Healthcare Health care facilities

NVS Novartis AG New York Stock Exchange, Inc. Large Blend Healthcare Pharmaceuticals

PFE Pfizer Inc New York Stock Exchange, Inc. Large Value Healthcare Pharmaceuticals

PEL Piramal Enterprises Ltd National Stock Exchange Of India Large Blend Healthcare Pharmaceuticals

PBH Prestige Consumer Healthcare Inc New York Stock Exchange, Inc. Small Blend Healthcare Pharmaceuticals

REGN Regeneron Pharmaceuticals Inc Nasdaq Large Blend Healthcare Biotechnology

300760 Shenzhen Mindray Bio-Medical Electronics Co Ltd

Shenzhen Stock Exchange Large Growth Healthcare Medical equipment

SN. Smith & Nephew PLC London Stock Exchange Large Blend Healthcare Medical & dental instruments & supplies

SUNPHARMA Sun Pharmaceuticals Industries Ltd National Stock Exchange Of India Large Blend Healthcare Pharmaceuticals

TAK Takeda Pharmaceutical Co Ltd New York Stock Exchange, Inc. Large Value Healthcare Pharmaceuticals

TEVA Teva Pharmaceutical Industries Ltd New York Stock Exchange, Inc. Mid Value Healthcare Pharmaceuticals

TVTY Tivity Health Inc Nasdaq Small Blend Healthcare Health care services

UNH UnitedHealth Group Inc New York Stock Exchange, Inc. Large Blend Healthcare Health care management services

ZGNX Zogenix Inc Nasdaq Small Blend Healthcare Pharmaceuticals

APD Air Products & Chemicals Inc New York Stock Exchange, Inc. Large Growth Materials & Processing Chemicals: Specialty

AKS AK Steel Holding Corp New York Stock Exchange, Inc. Small Value Materials & Processing Steel

ACH Aluminum Corporation of China Ltd

New York Stock Exchange, Inc. Large Blend Materials & Processing Aluminum

600585 Anhui Conch Cement Co Ltd Shanghai Stock Exchange Large Value Materials & Processing Cement

ASH Ashland Global Holdings Inc New York Stock Exchange, Inc. Mid Blend Materials & Processing Chemicals: Diversified

ATUL Atul Ltd National Stock Exchange Of India Mid Growth Materials & Processing Chemicals: Diversified

BECN Beacon Roofing Supply Inc Nasdaq Small Value Materials & Processing Building: Roofing, wallboard & plumbing

BERGEPAINT Berger Paints India Ltd National Stock Exchange Of India Large Growth Materials & Processing Paints and coatings

BLT BHP Group PLC SIX Swiss Exchange Large Value Materials & Processing Metals and minerals: Diversified

BHP BHP Group PLC London Stock Exchange Large Value Materials & Processing Metals and minerals: Diversified

BRKM5 Braskem SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Blend Materials & Processing Chemicals: Specialty

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TICKER NAME EXCHANGE STYLE SECTOR INDUSTRY

CCJ Cameco Corp New York Stock Exchange, Inc. Mid Blend Materials & Processing Metals and minerals: Diversified

CAR Carclo PLC London Stock Exchange Small Value Materials & Processing Plastics

CHNR China Natural Resources Inc Nasdaq Materials & Processing Metals and minerals: Diversified

CLW Clearwater Paper Corp New York Stock Exchange, Inc. Small Value Materials & Processing Paper

CSNA3 Companhia Siderurgica Nacional Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Blend Materials & Processing Steel

DWDP DuPont de Nemours Inc Bolsa Mexicana De Valores (Mexican Stock Exchange)

Large Value Materials & Processing Chemicals: Diversified

EMN Eastman Chemical Co New York Stock Exchange, Inc. Mid Value Materials & Processing Chemicals: Diversified

EVRH EVR Holdings PLC London Stock Exchange Small Growth Materials & Processing Steel

FERG Ferguson PLC London Stock Exchange Mid Value Materials & Processing Building: Climate control

FMC FMC Corp New York Stock Exchange, Inc. Mid Blend Materials & Processing Chemicals: Diversified

FCX Freeport-McMoRan Inc New York Stock Exchange, Inc. Mid Value Materials & Processing Copper

FFHL Fuwei Films (Holdings) Co Ltd Nasdaq Small Value Materials & Processing Diversified materials and processing

GGBR4 Gerdau SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Value Materials & Processing Steel

ROCK Gibraltar Industries Inc Nasdaq Small Growth Materials & Processing Building materials

HINDALCO Hindalco Industries Ltd National Stock Exchange Of India Large Value Materials & Processing Metals and minerals: Diversified

IOSP Innospec Inc Nasdaq Small Growth Materials & Processing Chemicals: Specialty

JMAT Johnson Matthey PLC London Stock Exchange Mid Blend Materials & Processing Chemicals: Diversified

KALU Kaiser Aluminum Corp Nasdaq Small Value Materials & Processing Aluminum

KLBN11 Klabin SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Materials & Processing Paper

MNDI Mondi PLC London Stock Exchange Mid Blend Materials & Processing Paper

NP Neenah Inc New York Stock Exchange, Inc. Small Value Materials & Processing Diversified materials and processing

NTIC Northern Technologies International Corp

Nasdaq Small Blend Materials & Processing Containers and packaging

PKX POSCO New York Stock Exchange, Inc. Large Value Materials & Processing Steel

KWR Quaker Chemical Corp New York Stock Exchange, Inc. Small Growth Materials & Processing Chemicals: Specialty

ROLL RBC Bearings Inc Nasdaq Mid Growth Materials & Processing Metal fabricating

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TICKER NAME EXCHANGE STYLE SECTOR INDUSTRY

RIO Rio Tinto PLC London Stock Exchange Large Blend Materials & Processing Metals and minerals: Diversified

RIO Rio Tinto PLC New York Stock Exchange, Inc. Large Blend Materials & Processing Metals and minerals: Diversified

RGLD Royal Gold Inc Nasdaq Mid Growth Materials & Processing Gold

SSRM SSR Mining Inc Nasdaq Small Blend Materials & Processing Precious metals and minerals

SUZB3 Suzano SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Value Materials & Processing Paper

TATASTEEL Tata Steel Ltd National Stock Exchange Of India Large Value Materials & Processing Steel

ULTRACEMCO UltraTech Cement Ltd National Stock Exchange Of India Large Blend Materials & Processing Cement

X United States Steel Corp New York Stock Exchange, Inc. Small Blend Materials & Processing Steel

VALE3 Vale SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Value Materials & Processing Metals and minerals: Diversified

VEDL Vedanta Ltd National Stock Exchange Of India Large Value Materials & Processing Metals and minerals: Diversified

AAL American Airlines Group Inc Nasdaq Mid Value Producer Durables Air transport

ANDR Andritz AG Wiener Boerse AG Mid Value Producer Durables Machinery: Industrial

ARCB ArcBest Corp Nasdaq Small Value Producer Durables Truckers

ASGN ASGN Inc New York Stock Exchange, Inc. Small Blend Producer Durables Back office support, HR & consulting

ASH Ashley House PLC London Stock Exchange Small Blend Producer Durables Construction

BHEL Bharat Heavy Electricals Ltd National Stock Exchange Of India Mid Blend Producer Durables Power transmission equipment

BA Boeing Co New York Stock Exchange, Inc. Large Growth Producer Durables Aerospace

BNZL Bunzl PLC London Stock Exchange Mid Blend Producer Durables Diversified manufacturing operations

CCRO3 CCR SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Growth Producer Durables Transportation miscellaneous

CEA China Eastern Airlines Corp Ltd New York Stock Exchange, Inc. Large Value Producer Durables Air transport

ZNH China Southern Airlines Co Ltd New York Stock Exchange, Inc. Large Blend Producer Durables Air transport

03311 China State Construction International Holdings Ltd

Hong Kong Exchanges And Clearing Ltd

Large Value Producer Durables Construction

CYD China Yuchai International Ltd New York Stock Exchange, Inc. Small Value Producer Durables Machinery: Engines

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TICKER NAME EXCHANGE STYLE SECTOR INDUSTRY

00267 CITIC Ltd Hong Kong Exchanges And Clearing Ltd

Large Value Producer Durables Diversified manufacturing operations

DAL Delta Air Lines Inc New York Stock Exchange, Inc. Large Value Producer Durables Air transport

PLOW Douglas Dynamics Inc New York Stock Exchange, Inc. Small Growth Producer Durables Machinery: Construction and handling

DPW DPW Holdings Inc NYSE Mkt LLC Producer Durables Power transmission equipment

EZJ easyJet PLC London Stock Exchange Mid Value Producer Durables Air transport

ECLERX eClerx Services Ltd National Stock Exchange Of India Small Value Producer Durables Back office support, HR & consulting

EMBR3 Embraer SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Mid Blend Producer Durables Aerospace

FCN FTI Consulting Inc New York Stock Exchange, Inc. Mid Growth Producer Durables Back office support, HR & consulting

GSH Guangshen Railway Co Ltd New York Stock Exchange, Inc. Mid Value Producer Durables Railroads

HTLD Heartland Express Inc Nasdaq Small Blend Producer Durables Truckers

JDSHF Jardine Strategic Holdings Ltd OTC Markets Large Value Producer Durables Diversified manufacturing operations

JBLU JetBlue Airways Corp Nasdaq Mid Value Producer Durables Air transport

KSU Kansas City Southern New York Stock Exchange, Inc. Mid Blend Producer Durables Railroads

LT Larsen & Toubro Ltd National Stock Exchange Of India Large Growth Producer Durables Engineering and contracting services

LMT Lockheed Martin Corp New York Stock Exchange, Inc. Large Blend Producer Durables Aerospace

NCI Navigant Consulting Inc New York Stock Exchange, Inc. Small Blend Producer Durables Back office support, HR & consulting

PCAR PACCAR Inc Nasdaq Large Value Producer Durables Commercial vehicles and parts

RBA Ritchie Bros Auctioneers Inc New York Stock Exchange, Inc. Mid Growth Producer Durables Back office support, HR & consulting

RR. Rolls-Royce Holdings PLC London Stock Exchange Large Growth Producer Durables Aerospace

RAIL3 Rumo SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Growth Producer Durables Transportation miscellaneous

600009 Shanghai International Airport Co Ltd

Shanghai Stock Exchange Large Growth Producer Durables Air transport

SKYW SkyWest Inc Nasdaq Small Value Producer Durables Air transport

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TICKER NAME EXCHANGE STYLE SECTOR INDUSTRY

SMIN Smiths Group PLC London Stock Exchange Mid Blend Producer Durables Diversified manufacturing operations

SNA Snap-on Inc New York Stock Exchange, Inc. Mid Value Producer Durables Machinery: Tools

LUV Southwest Airlines Co New York Stock Exchange, Inc. Large Value Producer Durables Air transport

SPAR Spartan Motors Inc Nasdaq Small Growth Producer Durables Commercial vehicles and parts

SAVE Spirit Airlines Inc New York Stock Exchange, Inc. Small Value Producer Durables Air transport

MIDD The Middleby Corp Nasdaq Mid Growth Producer Durables Machinery: Industrial

TWI Titan International Inc New York Stock Exchange, Inc. Small Value Producer Durables Machinery: Agricultural

VRSK Verisk Analytics Inc Nasdaq Large Growth Producer Durables Back office support, HR & consulting

WNC Wabash National Corp New York Stock Exchange, Inc. Small Value Producer Durables Commercial vehicles and parts

WEGE3 Weg SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Growth Producer Durables Machinery: Industrial

ZTO ZTO Express (Cayman) Inc New York Stock Exchange, Inc. Producer Durables Air transport

ADBE Adobe Inc Nasdaq Large Growth Technology Computer services software and systems

BABA Alibaba Group Holding Ltd New York Stock Exchange, Inc. Technology Computer services software and systems

GOOG Alphabet Inc Nasdaq Large Growth Technology Computer services software and systems

AABA Altaba Inc Nasdaq Large Growth Technology Computer services software and systems

AAPL Apple Inc Nasdaq Large Blend Technology Computer technology

ANET Arista Networks Inc New York Stock Exchange, Inc. Mid Growth Technology Computer services software and systems

ASTRAMICRO Astra Microwave Products Ltd National Stock Exchange Of India Small Value Technology Telecommunications equipment

AEXAF Atos SE OTC Markets Mid Value Technology Computer services software and systems

BIDU Baidu Inc Nasdaq Technology Computer services software and systems

BNFT Benefitfocus Inc Nasdaq Small Growth Technology Computer services software and systems

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TICKER NAME EXCHANGE STYLE SECTOR INDUSTRY

CNTF China TechFaith Wireless Communication Technology Ltd

Nasdaq Technology Communications technology

CTSH Cognizant Technology Solutions Corp

Nasdaq Large Blend Technology Computer services software and systems

DIB Digital Bros SpA Borsa Italiana S.P.A. Small Blend Technology Electronic entertainment

DSCV discoverIE Group PLC London Stock Exchange Small Growth Technology Electronics

DXC DXC Technology Co New York Stock Exchange, Inc. Mid Value Technology Computer services software and systems

FB Facebook Inc Nasdaq Large Growth Technology Computer services software and systems

601138 Foxconn Industrial Internet Co Ltd Shanghai Stock Exchange Technology Telecommunications equipment

GEC Great Elm Capital Group Inc Nasdaq Small Blend Technology Computer services software and systems

GRPN Groupon Inc Nasdaq Small Blend Technology Computer services software and systems

GTT GTT Communications Inc New York Stock Exchange, Inc. Small Value Technology Communications technology

002415 Hangzhou Hik-Vision Digital Technology Co Ltd

Shenzhen Stock Exchange Large Growth Technology Electronic components

HEXAWARE Hexaware Technologies Ltd National Stock Exchange Of India Mid Growth Technology Computer services software and systems

INFY Infosys Ltd National Stock Exchange Of India Large Blend Technology Computer services software and systems

JUSTDIAL Just Dial Ltd National Stock Exchange Of India Small Growth Technology Computer services software and systems

MANH Manhattan Associates Inc Nasdaq Mid Blend Technology Computer services software and systems

03690 Meituan Dianping Hong Kong Exchanges And Clearing Ltd

Technology Computer services software and systems

MCRO Micro Focus International PLC London Stock Exchange Mid Value Technology Computer services software and systems

MSFT Microsoft Corp Nasdaq Large Growth Technology Computer services software and systems

MINDTREE MindTree Ltd National Stock Exchange Of India Mid Growth Technology Computer services software and systems

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TICKER NAME EXCHANGE STYLE SECTOR INDUSTRY

NTES NetEase Inc Nasdaq Technology Computer services software and systems

NIITTECH NIIT Technologies Ltd National Stock Exchange Of India Mid Growth Technology Computer services software and systems

NXPI NXP Semiconductors NV Nasdaq Large Blend Technology Semiconductors and components

ORCL Oracle Corp New York Stock Exchange, Inc. Large Blend Technology Computer services software and systems

SGE Sage Group (The) PLC London Stock Exchange Mid Blend Technology Computer services software and systems

SMICY Semiconductor Manufacturing International Corp

OTC Markets Large Blend Technology Semiconductors and components

SINA SINA Corp Nasdaq Mid Blend Technology Computer services software and systems

WORK Slack Technologies Inc New York Stock Exchange, Inc. Technology Computer services software and systems

SOHU Sohu.com Ltd Nasdaq Technology Computer services software and systems

TCS Tata Consultancy Services Ltd National Stock Exchange Of India Large Growth Technology Computer services software and systems

00700 Tencent Holdings Ltd Hong Kong Exchanges And Clearing Ltd

Large Growth Technology Computer services software and systems

NCTY The9 Ltd Nasdaq Technology Electronic entertainment

TWTR Twitter Inc New York Stock Exchange, Inc. Large Growth Technology Computer services software and systems

USAT USA Technologies Inc Nasdaq Small Growth Technology Computer technology

UTSI UTStarcom Holdings Corp Nasdaq Small Blend Technology Telecommunications equipment

WIPRO Wipro Ltd National Stock Exchange Of India Large Blend Technology Computer services software and systems

ZNGA Zynga Inc Nasdaq Mid Growth Technology Electronic entertainment

AEP American Electric Power Co Inc New York Stock Exchange, Inc. Large Value Utilities Utilities: Electrical

AWK American Water Works Co Inc New York Stock Exchange, Inc. Large Blend Utilities Utilities: Water

WTR Aqua America Inc New York Stock Exchange, Inc. Mid Blend Utilities Utilities: Water

T AT&T Inc New York Stock Exchange, Inc. Large Value Utilities Utilities: Telecommunications

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TICKER NAME EXCHANGE STYLE SECTOR INDUSTRY

BHARTIARTL Bharti Airtel Ltd National Stock Exchange Of India Large Blend Utilities Utilities: Telecommunications

BT.A BT Group PLC London Stock Exchange Large Value Utilities Utilities: Telecommunications

ELET3 Centrais Eletricas Brasileiras SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Blend Utilities Utilities: Electrical

ELET6 Centrais Eletricas Brasileiras SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Blend Utilities Utilities: Electrical

00384 China Gas Holdings Ltd Hong Kong Exchanges And Clearing Ltd

Large Growth Utilities Utilities: Gas distributors

CHL China Mobile Ltd New York Stock Exchange, Inc. Large Value Utilities Utilities: Telecommunications

CHA China Telecom Corp Ltd New York Stock Exchange, Inc. Large Value Utilities Utilities: Telecommunications

CHU China Unicom (Hong Kong) Ltd New York Stock Exchange, Inc. Large Blend Utilities Utilities: Telecommunications

600900 China Yangtze Power Co Ltd Shanghai Stock Exchange Large Blend Utilities Utilities: Electrical

SBSP3 Companhia De Saneamento Basico Do Estado De Sao Paulo

Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Blend Utilities Utilities: Water

D Dominion Energy Inc New York Stock Exchange, Inc. Large Value Utilities Utilities: Electrical

ETISALAT Emirates Telecommunications Group Co PJSC

ABU Dhabi Securities Exchange Large Value Utilities Utilities: Telecommunications

ENGI11 Energisa SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Utilities Utilities: Electrical

CMIG4 Energy Company of Minas Gerais Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Value Utilities Utilities: Electrical

EGIE3 ENGIE Brasil Energia SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Blend Utilities Utilities: Electrical

EQTL3 Equatorial Energia SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Mid Growth Utilities Utilities: Electrical

FE FirstEnergy Corp New York Stock Exchange, Inc. Large Value Utilities Utilities: Electrical

GAIL GAIL (India) Ltd National Stock Exchange Of India Large Value Utilities Utilities: Gas distributors

GOGO Gogo Inc Nasdaq Small Growth Utilities Utilities: Telecommunications

GIPCL Gujarat Industries Power Co Ltd National Stock Exchange Of India Small Value Utilities Utilities: Electrical

HNP Huaneng Power International Inc New York Stock Exchange, Inc. Large Value Utilities Utilities: Electrical

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TICKER NAME EXCHANGE STYLE SECTOR INDUSTRY

MTNL Mahanagar Telephone Nigam Ltd National Stock Exchange Of India Small Value Utilities Utilities: Telecommunications

MSEX Middlesex Water Co Nasdaq Small Blend Utilities Utilities: Water

NFG National Fuel Gas Co New York Stock Exchange, Inc. Mid Value Utilities Utilities: Gas distributors

NTPC NTPC Ltd National Stock Exchange Of India Large Blend Utilities Utilities: Electrical

PCG PG&E Corp New York Stock Exchange, Inc. Mid Value Utilities Utilities: Electrical

SRE Sempra Energy New York Stock Exchange, Inc. Large Blend Utilities Utilities: Gas distributors

SVT Severn Trent PLC London Stock Exchange Mid Blend Utilities Utilities: Water

SJW SJW Group New York Stock Exchange, Inc. Small Blend Utilities Utilities: Water

SO Southern Co New York Stock Exchange, Inc. Large Value Utilities Utilities: Electrical

S Sprint Corp New York Stock Exchange, Inc. Large Blend Utilities Utilities: Telecommunications

SSE SSE PLC London Stock Exchange Large Value Utilities Utilities: Electrical

TATAPOWER Tata Power Co Ltd National Stock Exchange Of India Mid Value Utilities Utilities: Electrical

VIVT4 Telefonica Brasil SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Value Utilities Utilities: Telecommunications

YORW The York Water Co Nasdaq Small Blend Utilities Utilities: Water

TIMP3 Tim Participacoes SA Bm&Fbovespa S.A. - Bolsa De Valores, Mercadorias E Futuros

Large Value Utilities Utilities: Telecommunications

UGI UGI Corp New York Stock Exchange, Inc. Mid Blend Utilities Utilities: Gas distributors

UU. United Utilities Group PLC London Stock Exchange Mid Blend Utilities Utilities: Water

VZ Verizon Communications Inc New York Stock Exchange, Inc. Large Value Utilities Utilities: Telecommunications

VOD Vodafone Group PLC London Stock Exchange Large Blend Utilities Utilities: Telecommunications

VOD Vodafone Group PLC Nasdaq Large Blend Utilities Utilities: Telecommunications

AET Aethon Minerals Corp Tsx Venture Exchange Small Value

JVLAGRO JVL Agro Industries Ltd National Stock Exchange Of India