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Identity Security

Identity security decides who and what may access a system, which has become the main control point now that networks have no clear perimeter. Machine and workload identities now outnumber human ones by a wide margin.

15 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
26	RC RGM Capital Naples, Florida	$49.7M	+$6.58M	1	4.37%	Increased
27	GCM Glynn Capital Management Menlo Park, California	$49.2M	-$37M	1	10.99%	Reduced
28	Vaughan Nelson Investment Management Houston, Texas	$47.4M	+$43.2M	1	0.58%	New
29	State Street Boston, Massachusetts	$42.9M	+$260K	5	0%	Increased
30	Goldman Sachs New York	$42.3M	+$30.6M	5	0.01%	Increased
31	Credit Suisse Zurich, Switzerland	$40.7M	+$3.44M	5	0.04%	Increased
32	Legal & General Group London, United Kingdom	$40M	+$35.8M	5	0.03%	Increased
33	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$38.3M	-$64.2M	1	1.33%	Reduced
34	Wasatch Advisors Salt Lake City, Utah	$37.9M	-$1.26M	1	0.49%	Reduced
35	Alyeska Investment Group Chicago, Illinois	$34.1M	+$13.6M	1	0.28%	Increased
36	Zevenbergen Capital Investments Edmonds, Washington	$32.9M	+$27M	1	1.26%	Increased
37	Millennium Management New York	$32.6M	+$4.89M	4	0.04%	Increased
38	Polar Capital London, United Kingdom	$31.2M	+$6.93M	1	0.31%	Increased
39	Lord, Abbett & Co Jersey City, New Jersey	$30.6M	+$15.2M	1	0.09%	Increased
40	Peregrine Capital Management Minneapolis, Minnesota	$29.5M	-$3.4M	2	0.72%	Reduced
41	LSCM Light Street Capital Management Palo Alto, California	$28.6M	+$601K	1	2.35%	Increased
42	Wells Fargo San Francisco, California	$28.2M	-$1.35M	5	0.01%	Reduced
43	Two Sigma Advisers New York	$27.9M	+$19.2M	5	0.08%	Increased
44	Northern Trust Chicago, Illinois	$27.6M	+$5.52M	6	0.01%	Increased
45	Dimensional Fund Advisors Austin, Texas	$25.8M	+$3.2M	3	0.01%	Increased
46	Geode Capital Management Boston, Massachusetts	$24.1M	+$5.25M	6	0.01%	Increased
47	Stephens Investment Management Group Houston, Texas	$22.7M	-$180K	1	0.49%	Reduced
48	CAM Cortina Asset Management Milwaukee, Wisconsin	$22.5M	-$5.98M	1	1.1%	Reduced
49	CC Carlson Capital Dallas, Texas	$22M	+$3.71M	1	0.33%	Increased
50	Thrivent Financial for Lutherans Minneapolis, Minnesota	$21.8M	-$6.9M	2	0.07%	Reduced