Fundraising Fox

Sun Mountain CapitalFull Portfolio

84 tracked investments · listed companies and verified rows first

Exagenexagen.comin𝕏NASDAQ: XGNFeb 2015

Exagen develops diagnostic and monitoring tests for autoimmune diseases, including tools to distinguish connective tissue disease and assess lupus prognosis and progression.

BiotechDigital HealthHealthtechMedical DevicesVista, US

Thierry Dervieux(Executive Officer)Wendy Swedick(Executive Officer)Fortunato R. Rocca(Executive Officer, Director)

BoardJames L.L. Tullis(Director)inEbetuel Pallares(Director)

Board seatBrian Birk· per SEC Form D

Co-investorsCottonwood Technology FundEPIC VENTURESH.I.G. CapitalH.I.G. HealthBridge PartnersTullis Health InvestorsTullis

Armonica Technologiesarmonicatech.comOct 2021

BiotechAlbuquerque, US

Stephen Brueck(Executive Officer, Promoter)Emily Milsovic(Executive Officer, Director)Steven R.J. Brueck(Director)Scott L. Goldman(Executive Officer, Director, Promoter)Zachary Lerner(Executive Officer)

BoardDavid Blivin(Director)in

Board seatSally CorningBrian Birk· per SEC Form D

Co-investorsCottonwood Technology Fund8VCAlumni VenturesDurable Capital PartnersLockheed Martin VenturesMVP Ventures+2 more

Avisa Pharma Inc.Apr 2016SEC filingmedium confidence

HealthtechSanta Fe, US

Matthew Culler(Executive Officer)David S. Joseph(Executive Officer, Director)

BoardThomas R. Morse(Director)Brian P. Birk(Director)William A. Miller(Director)Chuck J. Morrison(Director)

Board seatBrian Birk· per SEC Form D · $6M raise · filed Jun 2018

Co-investorsPanamerican VC Investments

Bayotechbayotech.usSep 2016

AgTechAlbuquerque, US

Robert A. Jung II(Director)Milton Edward Vernon(Executive Officer)Justin Eisenach(Executive Officer, Director)James Scott Dyer(Executive Officer, Director)

BoardDavid Blivin(Director)in

Board seatSally Corning· per SEC Form D

Co-investorsCottonwood Technology FundCultivation Capital

BennuBiobennubio.comAug 2018SEC filingmedium confidence

Online gambling platform offering slots, live-dealer table games, crash-style games, and sports betting to players in Azerbaijan.

BiotechAlbuquerque, US

Travis Woods(Executive Officer)Steven Graves(Executive Officer, Director, Promoter)R. Terry Dunlay(Director)James Freyer(Executive Officer)

BoardWaneta Tuttle(Director)in

Board seatSally Corning· per SEC Form D · $2M raise · filed Aug 2018

Co-investorsCottonwood Technology FundTramway Venture Partners

Green Theme Technologiesgreenthemetech.comAug 2018SEC filingmedium confidence

EMPEL develops a PFAS-free water-repellent coating technology that bonds directly to fiber materials for durable, long-lasting performance without wastewater generation.

CleantechNew MaterialsRio Rancho, US

Gary S. Selwyn(Executive Officer, Director)Thomas Lopez(Executive Officer, Director)Martin Flora(Executive Officer, Director)Zachariah Jonasson(Director)Ryan Chen(Director)

BoardDavid Blivin(Director)in

Board seatBrian Birk· per SEC Form D · $1.5M raise · filed Dec 2021

Co-investorsCottonwood Technology FundPangaea Ventures Us Inc.Dangerous VenturesPanamerican VC InvestmentsPangaea VenturesPhoenix Venture Partners

Seamless Medical Systemsseamlessmedical.comin𝕏Mar 2015

Seamless Medical provides a platform that automates patient registration and check-in, reducing paper use and improving data accuracy, continuity of care, and integration with electronic medical record (EMR) systems.

Digital HealthHealthtechSaaSSanta Fe, US

David Joseph(Director)David Perez(Executive Officer, Director)Anthony Brooke(Executive Officer)William Murray(Executive Officer)

BoardThomas M. Lopez(Director)

Board seatBrian Birk· per SEC Form D

xF Technologiesxftechnologies.comJun 2015

XF Technologies develops non-toxic, renewable chemical ingredients made from biomass-derived sugars and alcohols as substitutes for conventional chemicals used in solvents, plasticizers, coatings, personal care, agriculture, and fragrances.

CleantechClimate TechEnergyNew MaterialsAlbuquerque, US

Aviad Cahana(CEO & Co-founder)

BoardLeonard Rand(Executive Officer, Director)David Blivin(Director)inLen Rand(Executive Chairman)LEONARD RAND(Executive Officer, Director)

Board seatSally Corning· per SEC Form D

Co-investorsCottonwood Technology Fund

3Dgsinc3dgsinc.comin

3D Glass Solutions manufactures advanced glass-based packaging substrates for the semiconductor industry using proprietary 3D microstructural techniques.

Deep TechHardwareSemiconductorsAlbuquerque, US

Jeb Flemming(Founder & CTO)

Co-investorsIntel CapitalWalden CatalystCambium CapitalLockheed Martin Ventures

46 Labs46labs.comin

46 Labs provides PeerEdge, a software-defined voice infrastructure-as-a-service that automates SBC provisioning, global routing, and policy enforcement for carriers, enterprises, and managed-service providers.

Cloud ComputingData & InfrastructureEnterprise SoftwareEdmond, US

Trevor Francis(CEO)Daniel Howard(CFO)

Agshiftagshift.comin𝕏

AgShift builds AI-based visual and nutritional quality assessment tools for agricultural commodities such as strawberries, raspberries, and almonds, using models trained on large image datasets to grade produce for defects, sweetness, and nutrient density.

AgTechAI & Machine LearningFoodTechIoT

Co-investorsExfinity Ventures

American Clayamericanclay.com

American Clay makes natural earth plaster products, manufactured in Albuquerque, New Mexico, offering non-toxic clay plasters for residential and commercial interior wall coverings.

CleantechConstruction TechNew MaterialsAlbuquerque, US

Amplificaamplifica.capitalin𝕏

Amplifica Capital is a venture capital firm that invests in women-founded technology startups across Latin America, providing capital along with a network of experts and mentorship.

Angelventuresangelventures.vcin𝕏
Avisadxavisadx.com
Bluestonevpbluestonevp.com

BlueStone Venture Partners is a venture capital firm that invests in portfolio companies across multiple sectors, leveraging operational, technical, and financial expertise from its leadership team.

AI & Machine LearningBiotechDeep TechEnterprise SoftwareHealthtechSanta Fe, US

Tom Nickoloff(Co-Founder & Managing Director)Mara Aspinall(Co-Founder & Executive Consultant)

Capitalindigocapitalindigo.mx
Cerracapcerracap.com

CerraCap (CIVC) is a venture capital platform that combines funding with commercialization support, connecting AI and infrastructure founders to corporate customers, investors, and acquirers.

AI & Machine Learning

Clearas Water Recoveryclearassolutions.com

Missoula, US

Thomas B. Wenz(Executive Officer, Director)Jordan Lind(Executive Officer, Director)Thomas Wenz(Executive Officer)Craig Hurlbert(Executive Officer, Director)Art Umble(Director)Travis Joyner(Executive Officer, Director)

Co-investorsNext Frontier Capital

Cometacometa.vcin

Cometa is a venture capital firm, active since 2012, that invests in technology startups serving the Spanish-speaking world.

Co-investorsFEMSA VenturesKaszek Ventures500 GlobalAcrew CapitalHomebrewLatitud Ventures+2 more

Cottonwoodcottonwood.vc

Infinitum manufactures air-core motors with built-in variable frequency drives for industrial applications, delivering significant energy efficiency and emissions reductions compared to traditional single-speed motors.

Advanced ManufacturingCleantechEnergy

Ben Schuler(Founder and CEO)

Co-investorsChevron Technology VenturesCottonwood Technology FundGalvanize Climate SolutionsNgpNV NOM

Daluscapitaldaluscapital.comin𝕏

Dalus Capital presents itself as a strategic investment partner backing companies such as Clivi, Clip, and Galgo.

Sector Agnostic

Deetkenimpactdeetkenimpact.comin𝕏

Deetken Impact is a Canadian investment fund manager focused on impact investing across Latin America and the Caribbean, deploying capital into businesses that deliver social, environmental, and financial returns.

EnergyFintechImpact & Social Good

Descartes Labs Geospatial analytics platformdescarteslabs.comAcquired

Geospatial analytics company that turns multi-source satellite data into forecasts for commercial and government users.

Co-investorsCrosslink CapitalExpansion Venture CapitalUnion Grove Venture PartnersValuestream VenturesCultivian Sandbox VenturesDCVC (Data Collective)

Eclipse Aerospaceeclipse.aero

Eclipse manufactures the Eclipse 550 and Eclipse 500 Special Edition, twin-engine light business jets positioned as low-cost and fuel-efficient options for corporate and private aviation.

Advanced ManufacturingHardwareMobility & Transportation

Excelvmexcelvm.com

Excel Venture Management is a venture capital firm that builds and invests in companies applying life science technologies to healthcare and related fields.

BiotechHealthtechMedical Devices

Exit Enterprise Mobile Securityivanti.comin𝕏

Ivanti provides integrated IT and security solutions for managing, automating, and protecting IT service management, network security, endpoint management, and exposure management across on-premises, cloud, and hybrid environments.

CybersecurityDeveloper ToolsEnterprise Software

Srinivas Mukkamalain

Co-investorsEastlink Capital PartnersFarol Asset ManagementSirisStorm Ventures

Fetch Rewardsfetch.comin𝕏

Fetch operates a rewards platform that provides consumer loyalty data to brands and offers consumers points redeemable for gift cards and rewards based on shopping, dining, and gaming activities.

ConsumerDirect to ConsumerMarketing TechRetail TechMadison, US

Wes Schroll(Executive Officer, Director)in

BoardChris Nohl(Director)Andrew Boszhardt(Director)inFrank Azzolino(Director)Ken Harris(Director)

Co-investorsArcher Capital GroupArcher Venture CapitalConvivialité VenturesFUSEG SquaredGreat Oaks Venture Capital+7 more

Finaefinae.com

Co-investorsElevar Equity

First Cropfirstcrop.com

First Crop is a wellness company offering products rooted in herbalism and cannabis, developed with expert herbalists and cannabis edible specialists.

AgTechConsumerWellness & FitnessSanta Fe, US

Dave Armstrong(Co-Founder)David Hill(Co-Founder)Erica Armstrong(Co-President)Bobby Bauer(Co-President)Jane Pinto(Visionary & Co-Founder)David Weir(Executive Officer, Director)

gearUPgearupwithus.comin

GearUP provides custom youth sports uniforms and fan gear for schools, clubs, leagues, and recreation programs, setting up online team shops and shipping orders direct to athletes and families.

Direct to ConsumerE-commerceSports TechHillsboro, US

Lawrence Lavier(Executive Officer, Director)Mark Schneider(Executive Officer)Todd Lind(Executive Officer)Rich Radford(Executive Officer)Joe Monahan(Executive Officer)Tacy Lind(Executive Officer)

Co-investorsOregon Venture FundPortland Seed Fund

Gerberacapitalgerberacapital.com

Gerbera Capital is an investment firm operating under a "Venture Equity" model to explore business opportunities.

Sector AgnosticCiudad de México, MX

Gestalt Diagnosticsgestaltdiagnostics.comin𝕏

Gestalt Diagnostics builds digital pathology software and provides related healthcare IT services for pathology laboratories, hospitals, and clinical care teams.

AI & Machine LearningDigital HealthHealthtechSpokane, US

Steve Rector(Executive Officer)inKen McCabe(Executive Officer, Director)Dan Roark(Executive Officer, Director, Promoter)

BoardBill Driscoll(Director)Chris Patrick(Director)Octavio Morales(Director)

Co-investorsCowles VenturesKickstart

Greenthemetekgreenthemetek.com

Green Theme Technologies is a textile innovation company that develops textile finishing products designed to outperform existing technologies while eliminating water usage and pollution.

Circular EconomyCleantechNew Materials

Co-investorsAspen Vista Capital

H20Capitalh20capital.com

H20 Capital (HTwenty) is a venture capital firm with offices in Miami, Mexico, and Colombia that partners with entrepreneurs from an early stage.

Sector AgnosticMiami, US

Co-investorsFEMSA Ventures

Hi Ventureshi.vc

A venture capital firm that invests in Latin American startups with global ambitions.

AI & Machine Learning

Co-investorsSavia Ventures

ID90 Travelid90travel.com

Co-investorsBaroda Ventures

Ideasycapitalideasycapital.com

Ideas y Capital is an investment firm that runs two strategies: venture capital, backing founders from seed to pre-Series B with $250K–$3M checks, and control acquisitions of profitable SMEs with $1M–$5M EBITDA.

Sector Agnostic

Ingenuityventurefundingenuityventurefund.com

Ingenuity Venture Fund is a venture capital fund that invests in startups and invites founders to connect through a mutual introduction or email.

iVoyivoy.mx

Last mile delivery company in Mexico City.

Alvaro de Juan(Founder)inJosé Guzmán(Founder)in

Co-investorsDila CapitalVARIV

Jaguarvcjaguarvc.comin𝕏

Jaguar VC (formerly Wollef) is a Mexico-based venture capital firm that invests in and supports early-stage technology startups across Latin America.

Juanfutboljuanfutbol.com𝕏

Juanfutbol is a Spanish-language digital sports media outlet publishing news and articles about soccer, including Liga MX, the Mexican national team, Mexican players abroad, and international competitions such as the World Cup.

Media & EntertainmentSports Tech

Kiwilimonkiwilimon.com𝕏
Kubofinancierokubofinanciero.comin𝕏

Co-investorsBlue like an Orange Sustainable CapitalInvariantes Fund

Listofinlistofin.com

LISTO provides financial services, including loans that customers have used to finance vehicle purchases.

ConsumerFintech

Co-investorsMendoza Ventures

Livcapitallivcapital.mx𝕏

LIV Capital is a Mexican private equity firm that invests in high-growth Mexican companies, providing capital and hands-on support from investment through exit.

Sector AgnosticMexico City, MX

Mastrettacarsmastrettacars.com
Matterscalematterscale.com

MatterScale is a venture capital firm that invests in early-stage Latin startups (pre-seed to Series A) in the US and Latin America applying technology to deliver affordable, accessible services in areas like education, healthcare, financial services, security, and employability.

Sector Agnostic

Medsinmotionmedsinmotion.com
Meow Wolfmeowwolf.comin

Meow Wolf is an art collective founded in Santa Fe that designs and operates immersive, interactive art exhibitions across multiple locations.

ConsumerImpact & Social GoodMedia & EntertainmentSanta Fe, US

Vince Kadlubek(Executive Officer, Director)inSean Di Ianni(Executive Officer, Director)Matt KingCorvas BrinkerhoffEmily MontoyaCaity Kennedy

Co-investorsAlsop Louie Partners

Miroculusmiroculus.comin

Automates complex biological protocols in a compact cartridge-based system for genomic sequencing

BiotechSan Francisco, US

Ferran Galindo(Director)Foteini Christodoulou(Director)

BoardAlejandro Tocigl(Executive Officer, Director)

Co-investorsCota CapitalID345Kayyak VenturesNazcaHumboldtOS Fund

mPower Technologympowertech.comin𝕏

mPower Technology develops advanced power systems and solar technologies for spacecraft and space applications.

Advanced ManufacturingEnergyHardwareSpace TechAlbuquerque, US

Dr. Murat Okandan(CTO & Founder)inKevin Hell(Executive Officer, Director)inKaveh Rouhani(Executive Officer)in

BoardMark Spoto(Director)inDavid Blivin(Director)inLee Rand(Director)

Co-investorsCottonwood Technology FundRazor's Edge VenturesShield CapitalEdgeLockheed Martin Ventures

Nazcanazca.vc

Nazca is a Mexico City-based venture capital firm that invests in technology companies from early-stage through pre-IPO, both locally and globally.

Mexico City, MX

Co-investorsFEMSA VenturesInvariantes Fund

No Cownocow.comin

NoCow makes plant-based protein bars that are dairy-free, gluten-free, non-GMO, soy-free, and vegan.

ConsumerDirect to ConsumerFoodTech

Daniel Katz(Founder)

Co-investorsAssembled BrandsLever VCValor Equity Partners

Nxtpnxtp.vcin

Barte offers a B2B payments and cash flow management platform with embedded financing.

E-commerceEnterprise SoftwareFintechMarketplacesSaaS

Ariel(Founding Partner)Gonzalo(Founding Partner)Marta(Founding Partner)Darly(Managing Partner)Alex Busse(Managing Partner)

Co-investorsInsight PartnersTiger Global ManagementInvariantes Fund

Ofiofi.comin

ofi supplies food and beverage ingredients and product development services to consumer brands through a global network of Customer Solutions Centers and ingredient supply chains.

AgTechFoodTech

Onetenoneten.capital

OneTen Capital is an investment firm focused on innovation, including water innovation advisement.

Pc Capitalpc-capital.comin𝕏

PC Capital is a Mexican private equity and investment banking firm that makes growth and impact investments, provides private debt financing to SMEs, and offers middle-market investment banking advisory.

Fintech

Phoenix Vpphoenix-vp.com

A venture capital firm that invests in early-to-revenue-stage companies working on computing, electronics, transportation, energy, industrial, and life sciences problems.

Precisioncellsystemsprecisioncellsystems.comin

Precision Cell Systems is a company that provides products and services related to genomics and cell/biology research, offering resources, webinars, and product ordering through its website.

BiotechHealthtechLivermore, US

Pulpogetpulpo.comin𝕏

Pulpo offers a fleet management platform (PulpoFleet) that centralizes vehicle, driver, and documentation data, automates operational tasks, and tracks maintenance, alongside a fuel card (PulpoPay) with anti-fraud controls and an outsourced fleet management service (Pulpo360).

Logistics & Supply ChainMobility & TransportationSaaS

Evaristo Babé(Founder)inAlvaro de Juan Uriarte(Founder)in

Co-investorsDila CapitalFEMSA VenturesNazcaSeedRocket

RemoteLockremotelock.comin

RemoteLock is a universal access control platform that manages smart locks, credentials, schedules, and access permissions across properties from a single dashboard.

IoTPropTechSaaS

Co-investorsEastward Capital Partners

Rglobalventuresrglobalventures.com

Richmond Global Ventures (RGV) is a venture capital firm that invests in entrepreneurs building global businesses, with a focus on emerging markets.

New York, US

Risecapitalrisecapital.comin𝕏

San Francisco, US

RiskSenseJun 2016

Empowering enterprises and governments to reveal cyber risk and quickly orchestrate remediation

Sunnyvale, US

Dr. Srinivas Mukkamala(Executive Officer, Director)Brett Newsome(Executive Officer)

BoardWilliam Dennis Peterson(Director)Mourad Yesayan(Director)inJohn Stewart(Director)Greg Oslan(Director)

Co-investorsEPIC VENTURESPaladin Capital GroupJump CapitalSpring Mountain Capital

Robotic Skiesroboticskies.comin𝕏

Robotic Skies provides maintenance, repair, and inspection services for commercial drone fleets through a global network of over 250 FAA Part 145 service centers across 50 countries.

HardwareLogistics & Supply ChainRoboticsAlbuquerque, US

Eric Butler(Executive Officer, Director)Brad Hayden(Executive Officer, Director)

Co-investorsDRONE FUNDHearst Ventures

Seayaventuresseayaventures.com
Skorpios Technologiesskorpiosinc.com

Skorpios Technologies manufactures photonic integrated circuits and provides foundry services for silicon photonics.

Deep TechHardwareSemiconductors

Mr. Krasulick(Co-Founder, CEO & Chairman of the Board)Ms. Albrecht(Co-Founder, Vice President Operations)

Co-investorsCottonwood Technology Fund

Socorroventuressocorroventures.com

Socorro, US

Solelysolely.comin𝕏

Solely makes fruit-based snacks such as organic fruit jerky, using whole fruit with no added sugar, colors, flavors, or preservatives.

ConsumerDirect to ConsumerFoodTech

Spotahome Limitedspotahome.comin𝕏

Spotahome is an online booking platform for unfurnished and furnished apartments, rooms, and studios for medium-term stays of 30 days or longer.

MarketplacesPropTechMadrid, ES

Alejandro Artacho(Founder)inHugo Monteiro(Founder)

Co-investorsAcurio VenturesHOWZAT PartnersKleiner PerkinsLifeX VenturesMundi VenturesNordic Makers+8 more

Sundropfuelssundropfuels.com

Co-investorsOak Investment Partners

Teucriumteucrium.comin𝕏

Teucrium provides exchange-traded funds (ETFs) offering exposure to alternative markets, including agricultural commodities (wheat, corn, soybeans, sugar) and digital assets such as XRP, along with leveraged strategies for experienced traders.

Crypto & Web3Fintech

Thayer Venturesthayerventures.com

Thayer Investment Partners (Thayer Ventures) is a venture capital firm that invests in travel technology startups on behalf of the travel industry, backing companies across payments, cybersecurity, workforce management, loyalty, distribution, and operating systems.

Travel & Hospitality

Co-investorsBaroda VenturesVerizon Ventures

Theairogrouptheairogroup.comin𝕏

AIRO develops AI-driven aerospace capabilities combining autonomous air systems, advanced avionics and mission electronics, and mission-ready training into a connected platform for the full mission lifecycle.

AI & Machine LearningDeep TechDefense Tech

Tramwayventurestramwayventures.comin

Tramway Ventures is a life sciences investment firm that builds and backs life science companies, with a focus on the Southwest United States.

Albuquerque, US

TriLuminain𝕏

Lumentum designs and manufactures optical and photonic technologies for AI, data centers, telecommunications, industrial manufacturing, and sensing applications.

Deep TechHardwareSemiconductorsSan Jose, US

DAVID J ABELL(SECRETARY/TREASURER)KIRK OTIS(CHIEF EXECUTIVE OFFICER/PRESIDENT)

Co-investorsCottonwood Technology FundStage 1 Ventures

UbiQDubiqd.comin𝕏

UbiQD develops and manufactures quantum dot materials and products for controlled-environment agriculture, clean energy, and security applications.

AgTechDeep TechNew MaterialsLos Alamos, US

Hunter McDaniel(Founder and CEO)inMatthew Bergren(Executive Officer, Director)Tony Beams(Executive Officer)Mike Burrows(Executive Officer)

BoardBradley Harrison(Director)Colin Cumming(Director)

Co-investorsClimate Impact CapitalDellin InvestmentsEPIC VENTURESKeiretsu ForumPhoenix Venture PartnersScout Ventures+3 more

Vegacloudvegacloud.io

Liberty Lake, US

Katie Laas(Founder)

Co-investorsCowles VenturesSwan Venture FundAlbum VCIncisive VenturesVoyager Capital

Virtualiticsvirtualitics.comin𝕏

Virtualitics builds AI applications and a deployable AI platform focused on military readiness, covering areas like asset maintenance, supply chain, materiel storage, personnel preparedness, and cyber.

AI & Machine LearningDefense TechEnterprise SoftwarePasadena, US

Stanislav George Djorgovski(Director)Ciro Donalek(Executive Officer, Director)Michael Amori(Executive Officer, Director)Jerome Josz(Executive Officer)

BoardShay Badie(Director)Marco DeMiroz(Director)in

Co-investorsAlpine MeridianSmith Point CapitalThe Venture Reality Fund

Wellawarewellaware.usin

WellAware provides an industrial automation and remote monitoring platform that connects assets and operations to deliver real-time data, predictive analytics, and optimization.

EnergyEnterprise SoftwareIoTSan Antonio, US

Matthew Harrison(Executive Officer, Director)Jennifer Crow(Executive Officer)David Milam(Executive Officer)Srinivasa Venkataramani(Executive Officer)Joseph D. Oliver III(Executive Officer)

BoardSteven Sarracino(Director)

Co-investorsActivant CapitalMontage Capital

Wizelinewizeline.comin𝕏

Wizeline is a consulting and implementation partner that helps brands adopt and scale AI solutions across their operations.

AI & Machine LearningEnterprise SoftwareSan Francisco, US

Bismarck Lepe(Executive Officer, Director)Daniele Lasher(Executive Officer)Matthew Pasienski(Executive Officer)Vidal Gonzalez(Executive Officer, Director)Marcelo Gigliani(Director)Bryan Gartner(Director)

Co-investorsA.Capital VenturesBowery CapitalCore Ventures GroupLEAP Global PartnersLowercase Capital

YellowPepperyellowpepper.com

YellowPepper provides technology that connects to payment networks to enable real-time payment solutions, including an alias directory service that links identifiers like phone numbers or emails to payment credentials so users can send money without sharing card or account numbers.

FintechSaaS

Co-investorsLIV Capital

Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.