ClearBridge Investments

PLAYSTUDIOS, Inc. is a consumer gaming company based in Las Vegas, Nevada, specializing in casual games that allow users to earn rewards. Founded in 2011, the company has developed a portfolio of social slot applications, social casino games, and jackpot applications. Its innovative approach combines established casino brands and proven gambling mechanics with social game elements and real-world incentives. With a diverse team of over 250 professionals, including Art Directors, Engineers, Content Creators, Designers, Marketers, and Data Scientists, PLAYSTUDIOS operates studios in locations such as the Bay Area, Austin, Hong Kong, and Tel Aviv. The company's focus on social and mobile gambling positions it well within the expanding gaming market, as it continuously evolves its games and technologies to enhance user experience and broaden its market reach.

Klaviyo, Inc. is a marketing automation and email platform that specializes in helping businesses grow through effective email marketing strategies. Founded in 2012 and headquartered in Boston, Massachusetts, with an additional office in London, Klaviyo provides a comprehensive suite of tools that includes email marketing software, segmentation capabilities, analytics, and customer profiling. The platform allows users to create personalized newsletters and automated emails, such as reminders for abandoned carts and order follow-ups, without requiring extensive resources. Klaviyo integrates seamlessly with various customer data sources, enabling businesses to manage data at scale, deliver engaging experiences across multiple channels, and measure marketing outcomes effectively.

Metromile is the provider of pay-per-mile car insurance company in the U.S. Powered by data science and machine learning, the company is disrupting a $250 billion auto insurance category. Metromile is building a loyal community of drivers who come for the savings and stay for the experience. AVA, Metromile's AI-driven claims system, is designed to speed up the process of verifying and paying out insurance claims. Using Metromile Pulse sensor data, AVA can reconstruct the scene of an accident to instantly determine if claim details are accurate. When the claim is verified, Metromile is able to automatically approve payments within seconds.

Paycor, Inc. is a provider of cloud-based human resources, payroll, and timekeeping software solutions tailored for small- and mid-sized businesses in the United States. Established in 1990 and headquartered in Cincinnati, Ohio, the company offers a comprehensive suite of products including recruiting and onboarding tools, human resource and benefits administration, payroll and tax compliance services, and time and attendance tracking. Additionally, Paycor features a Learning Management System that integrates various training modalities and a data visualization tool called Workforce Insights, which helps organizations derive actionable insights from their workforce data. The company's solutions are designed to enhance efficiency and support informed decision-making among entrepreneurs and professionals in HR, payroll, and finance, catering to clients with employee counts ranging from 10 to 1,000.

DataRobot, Inc. develops an automated machine learning platform designed to help enterprises build predictive models efficiently. The company's offerings include DataRobot Cloud, a predictive analytics platform available on-site or via the cloud, and DataRobot MLOps, which focuses on the deployment, monitoring, and management of machine learning models within organizations. Additionally, DataRobot Enterprise provides features such as flexible deployment, governance, and support, along with packages aimed at accelerating artificial intelligence projects and education services. The platform is suitable for a diverse range of professionals, including business analysts, data scientists, and IT specialists across various industries like banking, healthcare, and marketing. Founded in 2012 and headquartered in Boston, Massachusetts, DataRobot also maintains operations in several international locations, including London, Paris, Kyiv, Tokyo, and Singapore. The company has established strategic partnerships to enhance its offerings in the competitive AI landscape.

SOC Telemed, Inc. specializes in telemedicine technology and solutions for hospitals, health systems, and other healthcare providers across the United States. Established in 2004 and headquartered in Reston, Virginia, the company offers a technology platform called Telemed IQ, which supports a variety of telemedicine programs, including teleNeurology, telePsychiatry, and teleICU. By providing specialty consultations to acute-care hospitals, SOC Telemed enhances access to care and aims to improve patient outcomes while optimizing organizational efficiencies. The company boasts a network of experienced clinicians and has facilitated over 500,000 consultations, making it a prominent player in the telemedicine sector.

Caris Life Sciences is a biotechnology company based in Irving, Texas, specializing in precision medicine and cancer treatment. Founded in 1996, the company develops and commercializes advanced diagnostic technologies, including anatomic pathology and molecular profiling, to enhance the understanding of cancer biology. Its services encompass comprehensive molecular analyses of patient samples, integrating genomic, transcriptomic, and proteomic profiling through the Caris Molecular Intelligence platform. This platform aids physicians and cancer patients in making informed and personalized treatment decisions by revealing the molecular blueprint of complex diseases. Caris Life Sciences serves a global customer base through distributors in regions including the United States, Europe, and Australia, and maintains a strategic collaboration with Debiopharm International SA. The company is committed to improving patient outcomes through innovative scientific advancements and a focus on quality care.

SOC Telemed, Inc. specializes in telemedicine technology and solutions for hospitals, health systems, and other healthcare providers across the United States. Established in 2004 and headquartered in Reston, Virginia, the company offers a technology platform called Telemed IQ, which supports a variety of telemedicine programs, including teleNeurology, telePsychiatry, and teleICU. By providing specialty consultations to acute-care hospitals, SOC Telemed enhances access to care and aims to improve patient outcomes while optimizing organizational efficiencies. The company boasts a network of experienced clinicians and has facilitated over 500,000 consultations, making it a prominent player in the telemedicine sector.

Brain Corporation, founded in 2009 and headquartered in San Diego, California, specializes in artificial intelligence and robotics automation software. The company develops a cloud-based AI platform designed for self-driving robots, which integrates with off-the-shelf hardware and sensors through its proprietary BrainOS operating system. This technology equips robots with advanced computer vision and AI capabilities, allowing them to navigate complex environments effectively. Brain Corporation's solutions are employed across various sectors, including delivery, healthcare, security, and personal services, and notably power commercial floor scrubbers. With additional offices in Amsterdam and Tokyo, the company has established itself as a key player in the robotics industry, recognized for its transformative core technology and comprehensive support for autonomous machine builders.

AppDynamics is a developer of an observability platform focused on application performance management and mobile analytics. The platform is designed to provide real-time insights into application performance, user interactions, and overall business performance. By dynamically collecting millions of performance data points across applications and infrastructure, it enables organizations to proactively monitor and optimize complex software environments. AppDynamics employs advanced analytics to instantly identify performance anomalies and facilitate automatic fixes, ensuring continuous measurement of business impact. This capability is delivered in real-time, allowing for flexibility in deployment across cloud or on-premise environments. The emphasis on user interactions enhances customer engagement and improves operational efficiency, positioning AppDynamics as a critical tool for software-defined businesses seeking to enhance their digital performance.

DataStax, Inc. specializes in providing database software tailored for cloud applications, serving a diverse clientele that includes Fortune 100 companies globally. Its flagship product, DataStax Enterprise, enhances the capabilities of Apache Cassandra, offering fast performance and reliability for online applications. The company also features DataStax OpsCenter, a management and monitoring tool for database administrators, and K8ssandra, an open-source solution for deploying Cassandra on Kubernetes. Additionally, DataStax Astra offers a database-as-a-service platform that significantly accelerates deployment times, while DataStax Constellation streamlines the development and operation of modern applications. The company also provides training, support, and consulting services to ensure effective database management. Founded in 2010 and headquartered in Santa Clara, California, DataStax maintains a global presence with offices in several countries, including the United Kingdom, Japan, France, Germany, Australia, and Ireland.

AppDynamics is a developer of an observability platform focused on application performance management and mobile analytics. The platform is designed to provide real-time insights into application performance, user interactions, and overall business performance. By dynamically collecting millions of performance data points across applications and infrastructure, it enables organizations to proactively monitor and optimize complex software environments. AppDynamics employs advanced analytics to instantly identify performance anomalies and facilitate automatic fixes, ensuring continuous measurement of business impact. This capability is delivered in real-time, allowing for flexibility in deployment across cloud or on-premise environments. The emphasis on user interactions enhances customer engagement and improves operational efficiency, positioning AppDynamics as a critical tool for software-defined businesses seeking to enhance their digital performance.

Turn Inc. develops and offers a comprehensive advertising technology platform tailored for marketers, brands, and agencies. Founded in 2004 and headquartered in Redwood City, California, Turn provides an integrated solution known as Digital Hub, which includes various marketing applications such as Audience Suite for data management, Campaign Suite for digital media buying across multiple channels, and DataMine Analytics for data exploration and optimization. The platform enables real-time insights and facilitates the execution of cross-channel campaigns, fostering connections within a global network of over 100 partners. Recognized as a leader in the advertising technology sector, Turn is notable for its pioneering role in data-driven advertising, having executed some of the industry's first programmatic ad impressions. With a presence on five continents, Turn's technology responds rapidly to a significant volume of internet traffic, enhancing the efficiency and effectiveness of digital marketing efforts.