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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	Baillie Gifford & Co Edinburgh, United Kingdom	$295M	+$68.3M	4	0.21%	Increased
27	Credit Suisse Zurich, Switzerland	$294M	+$50.8M	7	0.25%	Increased
28	Durable Capital Partners Bethesda, Maryland	$289M	+$54.2M	1	2.54%	Increased
29	Norges Bank Oslo, Norway	$286M	+$15.1M	6	0.06%	Increased
30	SCGE Management Menlo Park, California	$270M	$0	1	4.17%	Maintained
31	Janus Henderson Group London,	$269M	+$16.2M	5	0.13%	Increased
32	Northern Trust Chicago, Illinois	$267M	+$6.51M	12	0.05%	Increased
33	American Century Companies Kansas City, Missouri	$262M	-$88M	3	0.18%	Reduced
34	General Atlantic New York	$253M	+$430K	2	2.31%	Increased
35	Nuveen Charlotte, North Carolina	$244M	+$28M	7	0.08%	Increased
36	VEPM Vista Equity Partners Management San Francisco, California	$229M	$0	1	1.99%	Maintained
37	DAL Delta Air Lines Atlanta, Georgia	$223M	$0	1	55.41%	Maintained
38	Macquarie Group Sydney, NSW 2000, Australia	$213M	+$31.1M	6	0.16%	Increased
39	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$209M	+$7.05M	3	0.24%	Increased
40	Mirae Asset Global Investments Seoul, South Korea	$209M	+$33M	6	0.44%	Increased
41	Polar Capital Holdings London, United Kingdom	$200M	-$53.4M	2	0.9%	Reduced
42	Citadel Advisors Miami, Florida	$193M	+$59.2M	10	0.04%	Increased
43	BCM Brown Capital Management Baltimore, Maryland	$188M	+$10.6M	1	1.87%	Increased
44	Bank of New York Mellon New York	$186M	+$5.79M	10	0.04%	Increased
45	GGHC Gilder Gagnon Howe & Co New York	$173M	-$25.3M	2	1.6%	Reduced
46	MSM Mayfield Select Management Menlo Park, California	$171M	$0	1	89.97%	Maintained
47	UBS AM Chicago, Illinois	$170M	+$21.8M	9	0.07%	Increased
48	Barclays London, United Kingdom	$169M	-$27.3M	8	0.13%	Reduced
49	EMG ETF Managers Group Summit, New Jersey	$164M	-$42.9M	8	3.28%	Reduced
50	TD Asset Management Toronto, Ontario, Canada	$161M	+$2.2M	5	0.15%	Increased