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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
51	Norges Bank Oslo, Norway	$21.2M	+$1.49M	1	0.01%	Increased
52	Capital World Investors Los Angeles, California	$19.9M	$0	1	0%	Maintained
53	Granahan Investment Management Waltham, Massachusetts	$19.1M	+$12.6M	2	1.38%	Increased
54	ACM Archon Capital Management Seattle, Washington	$19M	+$6.26M	2	1.89%	Increased
55	KC Keenan Capital Burlingame, California	$18.6M	$0	1	10.87%	Maintained
56	ECP Elk Creek Partners Denver, Colorado	$18.1M	+$557K	1	1.06%	Increased
57	Kornitzer Capital Management Shawnee Mission, Kansas	$18M	-$302K	2	0.31%	Reduced
58	Capital Research Global Investors Los Angeles, California	$17.4M	$0	1	0%	Maintained
59	Bank of New York Mellon New York	$17M	+$5.64M	5	0%	Increased
60	CMG Cavalry Management Group San Francisco, California	$16.8M	+$1.7M	1	4.79%	Increased
61	First Trust Advisors Wheaton, Illinois	$16.5M	+$2.95M	3	0.04%	Increased
62	TAM Telemark Asset Management Boston, Massachusetts	$15.9M	$0	1	2.33%	Maintained
63	OAM Oxford Asset Management Oxford, United Kingdom	$14.3M	-$6.83M	4	0.3%	Reduced
64	PCMF Private Capital Management (Florida) Naples, Florida	$13.7M	+$2.49M	1	2.16%	Increased
65	Bank of America Charlotte, North Carolina	$13.6M	+$3.87M	5	0%	Increased
66	BNP Paribas Asset Management Paris, France	$12.6M	-$8.14M	1	0.11%	Reduced
67	Neuberger Berman Group New York	$12.5M	-$1.45M	2	0.01%	Reduced
68	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$12M	-$7.35M	1	9.52%	Reduced
69	HAM Honeycomb Asset Management New York	$12M	+$10M	1	2.12%	New
70	Moore Capital Management New York	$12M	-$12.2M	1	0.24%	Reduced
71	R.M. Davis Inc Portland, Maine	$11M	+$2.2M	1	0.44%	Increased
72	Russell Investments Group London, United Kingdom	$10.8M	+$3.94M	2	0.02%	Increased
73	Eaton Vance Management Boston, Massachusetts	$10.2M	+$2.88M	1	0.03%	Increased
74	Marshall Wace North America New York	$9.67M	-$8.97M	2	0.05%	Reduced
75	JP Morgan Private Wealth Advisors San Francisco, California	$9.48M	+$7.81M	2	0.06%	Increased