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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	Invesco Atlanta, Georgia	$212M	-$4.32M	6	0.05%	Reduced
27	Baillie Gifford & Co Edinburgh, United Kingdom	$211M	-$19.1M	3	0.17%	Reduced
28	BCM Brown Capital Management Baltimore, Maryland	$201M	-$16M	1	3.02%	Reduced
29	TimesSquare Capital Management New York	$185M	+$5.25M	2	2.72%	Increased
30	ACM American Capital Management New York	$185M	-$1.18M	1	6.32%	Reduced
31	EC Eminence Capital New York	$173M	+$23.7M	1	2.6%	Increased
32	DAL Delta Air Lines Atlanta, Georgia	$171M	$0	1	14.86%	Maintained
33	Credit Suisse Zurich, Switzerland	$163M	-$7.38M	6	0.16%	Reduced
34	BNP Paribas Asset Management Paris, France	$160M	-$10.6M	2	0.45%	Reduced
35	ArrowMark Colorado Holdings Denver, Colorado	$156M	+$28.1M	1	1.72%	Increased
36	Millennium Management New York	$155M	-$8.51M	6	0.07%	Reduced
37	Northern Trust Chicago, Illinois	$150M	-$4.64M	7	0.03%	Reduced
38	T. Rowe Price Investment Management Baltimore, Maryland	$148M	-$41.6M	1	0.1%	Reduced
39	GC Greenvale Capital London, United Kingdom	$148M	-$10.8M	1	12.59%	Reduced
40	Franklin Resources San Mateo, California	$141M	-$67.5M	6	0.07%	Reduced
41	Artisan Partners Milwaukee, Wisconsin	$140M	-$27.5M	1	0.22%	Reduced
42	Durable Capital Partners Bethesda, Maryland	$135M	-$35.4M	1	1.06%	Reduced
43	Point72 Asset Management Stamford, Connecticut	$134M	+$104M	3	0.33%	Increased
44	Alyeska Investment Group Chicago, Illinois	$132M	+$2.65M	2	0.87%	Increased
45	Dimensional Fund Advisors Austin, Texas	$130M	+$2.58M	6	0.04%	Increased
46	Barclays London, United Kingdom	$128M	-$18.9M	6	0.05%	Reduced
47	Stephens Investment Management Group Houston, Texas	$127M	+$14.5M	2	1.85%	Increased
48	Squarepoint New York	$126M	+$52.4M	6	0.24%	Increased
49	Charles Schwab San Francisco, California	$126M	+$3.58M	6	0.03%	Increased
50	TPG GP A Fort Worth, Texas	$124M	+$69.8M	1	2%	Increased