2018 Investor Presentation

Institutional Ownership

Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 189 416.42 44.72 90,189,628
Mutual Fund 115 82.98 9.49 19,125,238
Insider 14 25.86 3.52 7,107,341

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 84 57.37 6.21 12,530,636
Sellers 119 -76.62 8.35 -16,840,259
Net -19.24 2.14 -4,309,623

Concentration

Value ($MM) % O/S Shares
Total Inst. 442.28 48.24 97,296,969
Top 10 Inst. 311.70 33.64 67,854,330
Top 20 Inst. 364.27 39.68 80,037,244
Top 50 Inst. 416.86 45.38 91,523,198

Style

Holders Value ($MM) % Inst Shares Shares
Growth 50 47.68 5.29 10,676,167
Aggressive Growth 1 0.85 0.09 181,338
Core Growth 37 23.80 2.52 5,091,722
Growth 12 23.03 2.68 5,403,107
Income 6 2.56 0.27 546,099
Income Value 3 2.54 0.27 543,444
Yield 3 0.01 -- 2,655
Index 25 298.71 31.97 64,483,762
Other 51 47.26 5.01 10,111,802
Broker Dealer 19 30.67 3.25 6,553,289
GARP 18 5.94 0.63 1,279,724
Hedge Fund 13 10.33 1.10 2,210,049
Specialty 1 0.32 0.03 68,740
Value 22 16.79 1.79 3,610,862
Core Value 15 12.39 1.32 2,665,948
Deep Value 7 4.39 0.47 944,914

Location: Global Region

Holders % O/S Shares Share Value
North America 159 41.58 83,861,262 385,197,830
Europe 36 5.51 11,106,677 47,106,386
Asia / Pacific 8 1.15 2,329,030 9,972,514

Top Holders

Holder Shares Held % O/S Share Change Filing Date
State Street Global Advisors (US) 23,830,761 11.82 5,167,904 3/31/22
BlackRock Institutional Trust Company, N.A. 12,524,781 6.21 -333,918 3/31/22
The Vanguard Group, Inc. 10,707,987 5.31 176,642 3/31/22
BlackRock Advisors (UK) Limited 6,019,976 2.98 -4,947 5/31/22
Invesco Capital Management LLC 3,783,971 1.88 -43,088 3/31/22
Geode Capital Management, L.L.C. 3,512,691 1.74 200,398 3/31/22
Gruber (Patrick R) 2,267,917 1.12 -- 4/1/22
Hwabao WP Fund Management Co., Ltd. 1,917,812 0.95 289,627 12/31/21
Northern Trust Investments, Inc. 1,647,234 0.82 -44,866 3/31/22
Grantham Mayo Van Otterloo & Co LLC 1,641,200 0.81 585,300 3/31/22

Top Holders: Mutual Funds

Fund Shares Held % O/S Share Change Filing Date
SPDR S&P Oil & Gas Exploration & Production ETF 17,895,460 8.87 -2,268,551 5/31/22
iShares Global Clean Energy UCITS ETF 5,886,088 2.92 25,022 5/31/22
Vanguard Total Stock Market Index Fund 5,623,822 2.79 189,900 5/31/22
iShares Global Clean Energy ETF 4,960,025 2.46 -141,489 5/31/22
iShares Russell 2000 ETF 4,507,438 2.23 33,660 5/31/22
Invesco WilderHill Clean Energy ETF 2,976,843 1.48 -11,742 5/31/22
Vanguard Extended Market Index Fund 2,663,070 1.32 2,879 5/31/22
Hwabao WP S&P Oil and Gas Exploration and Production Select Industry Ind 1,917,812 0.95 289,627 12/31/21
iShares Russell 2000 Value ETF 1,890,533 0.94 -46,371 5/31/22
Fidelity Small Cap Index Fund 1,596,374 0.79 102,253 3/31/22

* Insider values reflect direct beneficial ownership.

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