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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	Eagle Asset Management St Petersburg, Florida	$55.4M	-$6.05M	2	0.3%	Reduced
52	HCM Hitchwood Capital Management New York	$55.1M	+$41.4M	2	0.79%	Increased
53	Charles Schwab San Francisco, California	$54.6M	+$4.82M	4	0.04%	Increased
54	Dimensional Fund Advisors Austin, Texas	$54.4M	-$102K	4	0.02%	Reduced
55	DF Dent & Co Baltimore, Maryland	$51.6M	+$7.71M	1	1.02%	Increased
56	Peregrine Capital Management Minneapolis, Minnesota	$51M	-$7.45M	2	1.28%	Reduced
57	Eaton Vance Management Boston, Massachusetts	$50.6M	+$1.54M	3	0.12%	Increased
58	Principal Financial Group Des Moines, Iowa	$49M	+$9.43M	4	0.05%	Increased
59	Assenagon Asset Management Senningerberg, Luxembourg	$47.9M	+$37.5M	3	0.45%	Increased
60	TIAA CREF Investment Management New York	$47.5M	+$2.94M	5	0.03%	Increased
61	Point72 Asset Management Stamford, Connecticut	$45.3M	-$29.6M	1	0.21%	Reduced
62	Stephens Investment Management Group Houston, Texas	$44.5M	-$2.8M	1	0.91%	Reduced
63	Axiom Investors Greenwich, Connecticut	$41.6M	+$12.6M	1	1.28%	Increased
64	Capital World Investors Los Angeles, California	$41.4M	$0	1	0.01%	Maintained
65	D.E. Shaw & Co New York	$40.2M	-$21.1M	5	0.05%	Reduced
66	LPAM Legion Partners Asset Management Los Angeles, California	$40.2M	$0	1	10.62%	Maintained
67	Carillon Tower Advisers St. Petersburg, Florida	$39.5M	$0	1	0.28%	Maintained
68	Citadel Advisors Miami, Florida	$35.8M	-$19.4M	6	0.02%	Reduced
69	UBS Group Zurich, Switzerland	$33.8M	+$4.78M	7	0.01%	Increased
70	Massachusetts Financial Services Boston, Massachusetts	$33.4M	+$8.36M	1	0.01%	Increased
71	TAM Telemark Asset Management Boston, Massachusetts	$33.1M	$0	1	4.18%	Maintained
72	Hood River Capital Management Palm Beach Gardens, Florida	$32.6M	-$11.8M	1	1.64%	Reduced
73	Teachers Advisors New York	$32.2M	-$790K	5	0.04%	Reduced
74	KC Keenan Capital Burlingame, California	$31.4M	+$854K	1	13.69%	Increased
75	Victory Capital Management San Antonio, Texas	$31M	+$291K	1	0.07%	Increased