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 |
CIP
Champlain Investment Partners
Burlington,
Vermont
| $115M | +$17.4M | 2 | 0.95% | Increased |
|
| 27 |
SCGE Management
Menlo Park,
California
| $114M | $0 | 1 | 5.76% | Maintained |
|
| 28 |
Goldman Sachs
New York
| $110M | +$13.1M | 6 | 0.03% | Increased |
|
| 29 |
Two Sigma Advisers
New York
| $109M | +$26.9M | 4 | 0.27% | Increased |
|
| 30 |
Bank of America
Charlotte,
North Carolina
| $109M | -$54.7M | 6 | 0.02% | Reduced |
|
| 31 |
Citadel Advisors
Miami,
Florida
| $106M | +$57.2M | 6 | 0.05% | Increased |
|
| 32 |
EMG
ETF Managers Group
Summit,
New Jersey
| $104M | +$1.94M | 4 | 3.76% | Increased |
|
| 33 |
Fidelity International
Hamilton,
Bermuda
| $103M | +$131M | 1 | 0.16% | New |
|
| 34 |
Zevenbergen Capital Investments
Edmonds,
Washington
| $99.2M | -$5.73M | 1 | 3.79% | Reduced |
|
| 35 |
RC
RGM Capital
Naples,
Florida
| $97.8M | +$45.2M | 2 | 6.51% | Increased |
|
| 36 |
Credit Suisse
Zurich,
Switzerland
| $89.6M | +$7.97M | 6 | 0.08% | Increased |
|
| 37 |
Principal Financial Group
Des Moines,
Iowa
| $88.5M | +$29.7M | 5 | 0.08% | Increased |
|
| 38 |
Nuveen
Charlotte,
North Carolina
| $86.6M | +$10.6M | 6 | 0.04% | Increased |
|
| 39 |
Coatue Management
New York
| $85.9M | -$17.8M | 1 | 0.74% | Reduced |
|
| 40 |
Renaissance Technologies
New York
| $84.3M | -$62.8M | 5 | 0.07% | Reduced |
|
| 41 |
ACM
American Capital Management
New York
| $84.1M | -$316K | 1 | 3.72% | Reduced |
|
| 42 |
SEP
Soma Equity Partners
San Francisco,
California
| $81.7M | +$26.4M | 2 | 5.77% | Increased |
|
| 43 |
Putnam Investments
Boston,
Massachusetts
| $81.6M | -$81.7M | 2 | 0.18% | Reduced |
|
| 44 |
Axiom Investors
Greenwich,
Connecticut
| $75.3M | +$374K | 1 | 2.03% | Increased |
|
| 45 |
APG Asset Management
Amsterdam,
Netherlands
| $74M | +$9.07M | 2 | 0.12% | Increased |
|
| 46 |
Wells Fargo
San Francisco,
California
| $72.9M | +$25.5M | 6 | 0.02% | Increased |
|
| 47 |
TimesSquare Capital Management
New York
| $71.1M | +$43.3M | 2 | 0.63% | Increased |
|
| 48 |
Jennison Associates
New York
| $67.6M | -$11.2M | 2 | 0.07% | Reduced |
|
| 49 |
Wellington Management Group
Boston,
Massachusetts
| $67.4M | +$6.38M | 4 | 0.02% | Increased |
|
| 50 |
Two Sigma Investments
New York
| $66.8M | +$17.4M | 3 | 0.22% | Increased |
|