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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	DAL Delta Air Lines Atlanta, Georgia	$192M	$0	1	61.34%	Maintained
27	Franklin Resources San Mateo, California	$172M	-$39.3M	5	0.08%	Reduced
28	Invesco Atlanta, Georgia	$164M	+$39.3M	7	0.04%	Increased
29	BCM Brown Capital Management Baltimore, Maryland	$163M	+$4.11M	1	2.31%	Increased
30	Artisan Partners Milwaukee, Wisconsin	$148M	+$6.81M	2	0.24%	Increased
31	DMC Deer Management Company Larchmont, New York	$141M	$0	1	12.74%	Maintained
32	Millennium Management New York	$139M	-$12.6M	7	0.07%	Reduced
33	Northern Trust Chicago, Illinois	$135M	+$6.76M	10	0.03%	Increased
34	Credit Suisse Zurich, Switzerland	$134M	-$1.56M	7	0.13%	Reduced
35	ACM American Capital Management New York	$133M	-$2.22M	1	4.63%	Reduced
36	GC Greenvale Capital London, United Kingdom	$130M	+$119M	1	8.89%	New
37	BNP Paribas Asset Management Paris, France	$120M	-$7.32M	2	0.37%	Reduced
38	Alyeska Investment Group Chicago, Illinois	$118M	+$130M	2	0.87%	New
39	General Atlantic New York	$113M	$0	1	1.78%	Maintained
40	UBS AM Chicago, Illinois	$112M	$0	7	0.05%	Maintained
41	Lord, Abbett & Co Jersey City, New Jersey	$108M	-$122M	3	0.37%	Reduced
42	Renaissance Technologies New York	$107M	+$19M	9	0.15%	Increased
43	Neuberger Berman Group New York	$105M	+$21.6M	3	0.09%	Increased
44	IVMX Institutional Venture Management XVI Menlo Park, California	$104M	$0	1	32.17%	Maintained
45	EC Eminence Capital New York	$103M	-$694K	1	1.35%	Reduced
46	Mirae Asset Global Investments Seoul, South Korea	$101M	-$7.29M	6	0.22%	Reduced
47	Nuveen Charlotte, North Carolina	$98.4M	+$4.67M	7	0.03%	Increased
48	Barclays London, United Kingdom	$97.6M	+$4.9M	7	0.06%	Increased
49	Bank of New York Mellon New York	$97.1M	+$6.75M	9	0.02%	Increased
50	RCM Riverwood Capital Management Menlo Park, California	$93.8M	$0	1	69.32%	Maintained