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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	Whale Rock Capital Management Boston, Massachusetts	$268M	+$18.2M	1	4.64%	Increased
27	Polar Capital Holdings London, United Kingdom	$262M	+$62.4M	1	1.6%	Increased
28	EC Eminence Capital New York	$261M	-$7.87M	1	4.37%	Reduced
29	UBS Group Zurich, Switzerland	$236M	+$36M	10	0.04%	Increased
30	Northern Trust Chicago, Illinois	$233M	-$10.9M	8	0.03%	Reduced
31	Amundi Paris, France	$223M	+$96.6M	5	0.08%	Increased
32	Allspring Global Investments Charlotte, North Carolina	$220M	-$15.2M	4	0.38%	Reduced
33	Goldman Sachs New York	$214M	-$24.8M	7	0.03%	Reduced
34	CIP Champlain Investment Partners Burlington, Vermont	$206M	-$126M	1	1.49%	Reduced
35	Swedbank Stockholm, Sweden	$203M	+$4.72M	2	0.27%	Increased
36	BCM Brown Capital Management Baltimore, Maryland	$201M	-$12M	1	6.07%	Reduced
37	Alkeon Capital Management New York	$200M	+$186M	1	0.42%	New
38	Stephens Investment Management Group Houston, Texas	$200M	+$16M	3	2.88%	Increased
39	Ninety One (UK) London, United Kingdom	$190M	+$176M	1	0.53%	New
40	Bank of New York Mellon New York	$186M	-$34.3M	6	0.04%	Reduced
41	Dimensional Fund Advisors Austin, Texas	$181M	-$32.3M	6	0.05%	Reduced
42	RC RGM Capital Naples, Florida	$177M	-$36.5M	1	7.34%	Reduced
43	Penserra Capital Management Orinda, California	$175M	+$23.2M	3	3.12%	Increased
44	Wasatch Advisors Salt Lake City, Utah	$174M	-$78.7M	1	0.97%	Reduced
45	Charles Schwab San Francisco, California	$172M	-$19.6M	6	0.03%	Reduced
46	ACM American Capital Management New York	$169M	-$51.6M	1	6.86%	Reduced
47	D.E. Shaw & Co New York	$165M	-$110M	4	0.15%	Reduced
48	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$163M	+$14M	5	0.35%	Increased
49	BNP Paribas Asset Management Paris, France	$159M	-$4.27M	2	0.43%	Reduced
50	Neuberger Berman Group New York	$158M	-$13.4M	5	0.13%	Reduced