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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	LSCM Light Street Capital Management Palo Alto, California	$40.8M	+$37.9M	1	3.12%	New
52	Charles Schwab San Francisco, California	$38.5M	+$2.42M	4	0.03%	Increased
53	Eaton Vance Management Boston, Massachusetts	$38.5M	+$15.6M	3	0.1%	Increased
54	Bank of New York Mellon New York	$36.5M	+$1.89M	5	0.01%	Increased
55	DF Dent & Co Baltimore, Maryland	$33.5M	+$31.2M	1	0.84%	New
56	Wellington Management Group Boston, Massachusetts	$33.4M	-$2.42M	3	0.01%	Reduced
57	TIAA CREF Investment Management New York	$32.6M	+$7.28M	5	0.03%	Increased
58	Carillon Tower Advisers St. Petersburg, Florida	$32.3M	$0	1	0.27%	Maintained
59	Capital World Investors Los Angeles, California	$31.9M	$0	1	0.01%	Maintained
60	IAM Ion Asset Management Herzliya, Israel	$30.1M	+$29M	1	7.96%	New
61	Stephens Investment Management Group Houston, Texas	$29.9M	-$684K	1	0.71%	Reduced
62	Hood River Capital Management Palm Beach Gardens, Florida	$29.5M	+$246K	1	1.74%	Increased
63	1832 Asset Management Toronto, Ontario, Canada	$28.2M	+$26.9M	1	0.11%	New
64	AQR Capital Management Greenwich, Connecticut	$28M	+$12.5M	3	0.03%	Increased
65	Lazard Asset Management New York	$27.9M	-$737K	1	0.05%	Reduced
66	CMG Cavalry Management Group San Francisco, California	$27.1M	+$15.7M	1	6.32%	Increased
67	LPAM Legion Partners Asset Management Los Angeles, California	$27.1M	+$1.3M	1	8.27%	Increased
68	TAM Telemark Asset Management Boston, Massachusetts	$25.5M	$0	1	5.24%	Maintained
69	Principal Financial Group Des Moines, Iowa	$25.4M	+$21.8M	4	0.03%	Increased
70	KC Keenan Capital Burlingame, California	$25M	+$7.31M	1	13.65%	Increased
71	Victory Capital Management San Antonio, Texas	$24M	+$19.8M	2	0.06%	Increased
72	Teachers Advisors New York	$23.5M	+$4.05M	5	0.03%	Increased
73	GAMA Graticule Asia Macro Advisors New York	$23.2M	+$18.7M	1	3.74%	Increased
74	MGM Miura Global Management New York	$22.3M	+$14.8M	1	5.7%	Increased
75	William Blair & Company Chicago, Illinois	$21.1M	+$14.1M	3	0.15%	Increased