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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	Lord, Abbett & Co Jersey City, New Jersey	$170M	-$9.53M	3	0.61%	Reduced
27	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$167M	+$19.6M	2	0.24%	Increased
28	Norges Bank Oslo, Norway	$164M	-$735K	4	0.04%	Reduced
29	Capital World Investors Los Angeles, California	$161M	+$5.51M	2	0.03%	Increased
30	RC RGM Capital Naples, Florida	$151M	+$7.4M	1	8.78%	Increased
31	Jennison Associates New York	$141M	+$21.7M	2	0.14%	Increased
32	BCM Brown Capital Management Baltimore, Maryland	$137M	+$11.2M	1	2.27%	Increased
33	Credit Suisse Zurich, Switzerland	$128M	+$2.26M	6	0.14%	Increased
34	Point72 Asset Management Stamford, Connecticut	$128M	+$26.4M	2	0.44%	Increased
35	Northern Trust Chicago, Illinois	$122M	-$13.9M	10	0.03%	Reduced
36	Invesco Atlanta, Georgia	$121M	-$13.4M	7	0.04%	Reduced
37	Holocene Advisors New York	$120M	+$65.1M	1	0.73%	Increased
38	Voloridge Investment Management Jupiter, Florida	$119M	-$5.53M	3	0.67%	Reduced
39	ACM American Capital Management New York	$113M	+$745K	1	4.42%	Increased
40	SEP Soma Equity Partners San Francisco, California	$111M	+$92.8M	1	6.12%	New
41	IVMX Institutional Venture Management XVI Menlo Park, California	$109M	$0	1	32.42%	Maintained
42	Mirae Asset Global Investments Seoul, South Korea	$108M	-$71.1M	6	0.28%	Reduced
43	Artisan Partners Milwaukee, Wisconsin	$108M	-$10.5M	1	0.19%	Reduced
44	BNP Paribas Asset Management Paris, France	$106M	+$4.23M	2	0.38%	Increased
45	American Century Companies Kansas City, Missouri	$105M	-$17.3M	2	0.09%	Reduced
46	RCM Riverwood Capital Management Menlo Park, California	$104M	$0	1	66.13%	Maintained
47	Polar Capital Holdings London, United Kingdom	$101M	+$6.04M	2	0.8%	Increased
48	UBS AM Chicago, Illinois	$99.5M	-$8.24M	6	0.05%	Reduced
49	Barclays London, United Kingdom	$93.2M	-$36.7M	7	0.04%	Reduced
50	Nuveen Charlotte, North Carolina	$92.9M	-$39.3M	6	0.04%	Reduced