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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	Mirae Asset Global Investments Seoul, South Korea	$199M	+$40.6M	6	0.43%	Increased
52	UBS AM Chicago, Illinois	$198M	+$41.2M	8	0.08%	Increased
53	VEPM Vista Equity Partners Management San Francisco, California	$191M	-$293M	1	1.46%	Reduced
54	TimesSquare Capital Management New York	$186M	+$8.93M	2	1.65%	Increased
55	Atreides Management Boston, Massachusetts	$182M	+$192M	2	5.67%	New
56	Bank of America Charlotte, North Carolina	$181M	+$4.35M	11	0.02%	Increased
57	BCM Brown Capital Management Baltimore, Maryland	$181M	+$47.9M	1	1.49%	Increased
58	Amundi Paris, France	$173M	+$40.2M	4	0.11%	Increased
59	Massachusetts Financial Services Boston, Massachusetts	$167M	-$17.2M	3	0.05%	Reduced
60	Zevenbergen Capital Investments Edmonds, Washington	$167M	-$5.84M	1	3.48%	Reduced
61	MCAV Meritech Capital Associates V Palo Alto, California	$158M	-$16.2M	1	5.06%	Reduced
62	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$158M	-$19.1M	1	0.1%	Reduced
63	Neuberger Berman Group New York	$157M	+$40.2M	6	0.12%	Increased
64	Nomura Holdings Tokyo, Japan	$154M	+$52M	4	0.39%	Increased
65	Charles Schwab San Francisco, California	$153M	+$20.1M	7	0.05%	Increased
66	Swiss National Bank Zurich, Switzerland	$151M	-$3.43M	7	0.09%	Reduced
67	JSP Jackson Square Partners Larkspur, California	$150M	-$36.7M	1	1.26%	Reduced
68	ACM American Capital Management New York	$149M	+$1.24M	1	3.82%	Increased
69	William Blair & Company Chicago, Illinois	$143M	+$3.45M	5	0.45%	Increased
70	Artisan Partners Milwaukee, Wisconsin	$141M	+$15M	1	0.17%	Increased
71	Kohlberg Kravis Roberts & Co New York	$141M	$0	1	0.77%	Maintained
72	Citadel Advisors Miami, Florida	$140M	-$85M	8	0.03%	Reduced
73	Altimeter Capital Management Boston, Massachusetts	$138M	+$19.6M	2	1.31%	Increased
74	BNP Paribas Asset Management Paris, France	$138M	+$7.95M	2	0.46%	Increased
75	Dimensional Fund Advisors Austin, Texas	$136M	+$14.9M	6	0.04%	Increased