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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	Primecap Management Pasadena, California	$156M	+$3.8M	2	0.12%	Increased
52	AGDI Absolute Gestao de Investimentos Sao Paulo, Brazil	$154M	+$74M	1	16.07%	Increased
53	SG Americas Securities New York	$153M	+$97.8M	6	0.2%	Increased
54	ACM American Capital Management New York	$153M	-$3.83M	1	6.73%	Reduced
55	Ninety One (UK) London, United Kingdom	$150M	-$23.3M	1	0.32%	Reduced
56	AllianceBernstein Nashville, Tennessee	$150M	-$74M	6	0.05%	Reduced
57	WCMNY Westchester Capital Management (New York) Valhalla, New York	$146M	+$24M	1	6.14%	Increased
58	Man Group London, United Kingdom	$143M	-$3.93M	4	0.24%	Reduced
59	Point72 Asset Management Stamford, Connecticut	$143M	+$31.5M	4	0.16%	Increased
60	LMR Partners London, United Kingdom	$140M	+$5.3M	2	0.26%	Increased
61	Invesco Atlanta, Georgia	$134M	-$94.9M	6	0.01%	Reduced
62	Renaissance Technologies New York	$133M	-$17M	3	0.21%	Reduced
63	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$131M	+$60M	4	0.09%	Increased
64	CIP Champlain Investment Partners Burlington, Vermont	$131M	-$16.5M	1	1.32%	Reduced
65	Federated Hermes Pittsburgh, Pennsylvania	$130M	+$7.26M	4	0.22%	Increased
66	Wells Fargo San Francisco, California	$129M	-$4.22M	7	0.02%	Reduced
67	Durable Capital Partners Bethesda, Maryland	$121M	-$98.9M	1	1.15%	Reduced
68	AG Avala Global New York	$115M	$0	1	5.53%	Maintained
69	RC RGM Capital Naples, Florida	$115M	+$7.8M	1	5.56%	Increased
70	Nuveen Charlotte, North Carolina	$113M	-$3.85M	6	0.03%	Reduced
71	Swiss National Bank Zurich, Switzerland	$111M	-$615K	4	0.07%	Reduced
72	TCG Tremblant Capital Group West Palm Beach, Florida	$110M	+$87.4M	2	2.79%	Increased
73	TimesSquare Capital Management New York	$108M	-$5.19M	1	1.62%	Reduced
74	Susquehanna International Group Bala Cynwyd, Pennsylvania	$108M	+$3.14M	9	0.01%	Increased
75	Deutsche Bank Frankfurt Am Main Ge, Germany	$107M	-$63M	6	0.03%	Reduced