← All themes Cybersecurity

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	$358M	-$2.22M	2	1.62%	Reduced
27	Janus Henderson Group London,	$342M	+$41M	6	0.14%	Increased
28	Northern Trust Chicago, Illinois	$327M	+$14M	11	0.05%	Increased
29	RC RGM Capital Naples, Florida	$325M	-$2.22M	2	13.52%	Reduced
30	Baillie Gifford & Co Edinburgh, United Kingdom	$309M	+$155M	4	0.17%	Increased
31	Polar Capital Holdings London, United Kingdom	$308M	+$195M	2	1.16%	Increased
32	MSM Mayfield Select Management Menlo Park, California	$303M	+$289M	1	92.2%	New
33	General Atlantic New York	$295M	+$4.18M	2	2.28%	Increased
34	GGHC Gilder Gagnon Howe & Co New York	$292M	+$39.4M	3	1.66%	Increased
35	Wellington Management Group Boston, Massachusetts	$278M	+$96.9M	5	0.04%	Increased
36	Durable Capital Partners Bethesda, Maryland	$269M	$0	1	2.1%	Maintained
37	Nuveen Charlotte, North Carolina	$268M	+$27.1M	7	0.08%	Increased
38	EMG ETF Managers Group Summit, New Jersey	$268M	+$46.9M	7	5.3%	Increased
39	Credit Suisse Zurich, Switzerland	$266M	+$276K	8	0.14%	Increased
40	DAL Delta Air Lines Atlanta, Georgia	$260M	+$306M	1	49.13%	New
41	SEP Soma Equity Partners San Francisco, California	$254M	-$2.5M	1	7.69%	Reduced
42	Barclays London, United Kingdom	$250M	+$17.1M	4	0.09%	Increased
43	SCM Steadfast Capital Management New York	$237M	+$29.7M	2	3.95%	Increased
44	TD Asset Management Toronto, Ontario, Canada	$236M	+$134M	5	0.2%	Increased
45	Macquarie Group Sydney, NSW 2000, Australia	$229M	+$47.2M	6	0.19%	Increased
46	Bank of New York Mellon New York	$225M	+$7.37M	8	0.04%	Increased
47	Capital World Investors Los Angeles, California	$214M	+$16.9M	3	0.03%	Increased
48	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$210M	-$3.91M	3	0.21%	Reduced
49	Invesco Atlanta, Georgia	$204M	+$27.8M	7	0.05%	Increased
50	Holocene Advisors New York	$201M	+$128M	4	1.05%	Increased