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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	Swiss National Bank Zurich, Switzerland	$159M	+$9.62M	6	0.1%	Increased
52	UBS AM Chicago, Illinois	$151M	+$8.8M	6	0.06%	Increased
53	William Blair & Company Chicago, Illinois	$148M	+$6.55M	5	0.51%	Increased
54	TimesSquare Capital Management New York	$143M	-$14M	2	1.17%	Reduced
55	Charles Schwab San Francisco, California	$142M	+$3.33M	6	0.05%	Increased
56	Amundi Paris, France	$138M	+$136M	2	0.1%	New
57	Pictet Asset Management (UK) London, United Kingdom	$137M	+$60.7M	3	0.15%	Increased
58	SCM Steadfast Capital Management New York	$136M	-$4.42M	1	1.26%	Reduced
59	Dimensional Fund Advisors Austin, Texas	$130M	+$7.93M	6	0.04%	Increased
60	SI SQN Investors Menlo Park, California	$129M	-$5.39M	2	6.95%	Reduced
61	Altimeter Capital Management Boston, Massachusetts	$128M	-$6.03M	1	1%	Reduced
62	EC Eminence Capital New York	$124M	+$45.5M	1	1.53%	Increased
63	Deutsche Bank Frankfurt Am Main Ge, Germany	$120M	+$23.1M	6	0.06%	Increased
64	Baillie Gifford & Co Edinburgh, United Kingdom	$120M	+$39.9M	3	0.06%	Increased
65	BNP Paribas Asset Management Paris, France	$114M	+$26.5M	2	0.41%	Increased
66	ACM American Capital Management New York	$110M	+$3.46M	1	3.09%	Increased
67	DF Dent & Co Baltimore, Maryland	$108M	-$456K	1	1.15%	Reduced
68	Swedbank Stockholm, Sweden	$108M	-$3.93M	3	0.2%	Reduced
69	Mirae Asset Global Investments Seoul, South Korea	$108M	-$58.9M	6	0.3%	Reduced
70	TD Asset Management Toronto, Ontario, Canada	$108M	+$49.2M	3	0.11%	Increased
71	SI Salesforce Inc San Francisco, California	$107M	+$106M	1	11.47%	New
72	Citigroup New York	$107M	+$8.88M	6	0.06%	Increased
73	Neuberger Berman Group New York	$105M	+$4.34M	4	0.09%	Increased
74	Eaton Vance Management Boston, Massachusetts	$104M	-$16M	4	0.14%	Reduced
75	Nikko Asset Management Americas New York	$102M	+$101M	1	0.4%	New