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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
76	Janus Henderson Group London,	$53.6M	-$5.38M	4	0.04%	Reduced
77	FAM Foxhaven Asset Management Charlottesville, Virginia	$52.2M	+$7.24M	1	2.22%	Increased
78	Ameriprise Minneapolis, Minnesota	$51.7M	-$1.84M	7	0.02%	Reduced
79	Nomura Holdings Tokyo, Japan	$51M	+$689K	4	0.21%	Increased
80	Bank of America Charlotte, North Carolina	$50M	-$30.8M	10	0.01%	Reduced
81	BGC Blue Grotto Capital Atlanta, Georgia	$49.7M	+$11.7M	2	12%	Increased
82	TC Tairen Capital Hong Kong	$48.9M	+$30.3M	1	5.7%	Increased
83	Macquarie Group Sydney, NSW 2000, Australia	$47.6M	-$33.7M	3	0.06%	Reduced
84	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$46.8M	-$863K	2	0.04%	Reduced
85	BCM Bond Capital Management San Francisco, California	$45.7M	$0	1	32.16%	Maintained
86	AllianceBernstein Nashville, Tennessee	$45.6M	-$8.46M	7	0.02%	Reduced
87	Axa Paris, France	$44.8M	+$11M	2	0.16%	Increased
88	GCM Glynn Capital Management Menlo Park, California	$43.9M	+$3.9M	2	10.64%	Increased
89	Fidelity International Hamilton, Bermuda	$43.9M	-$36.9M	2	0.05%	Reduced
90	GGHC Gilder Gagnon Howe & Co New York	$42.2M	+$2.8M	3	0.79%	Increased
91	Wells Fargo San Francisco, California	$42M	-$5.96M	10	0.01%	Reduced
92	NZS Capital Denver, Colorado	$41.2M	-$569K	2	3.53%	Reduced
93	UBS Group Zurich, Switzerland	$41M	-$5.76M	12	0.02%	Reduced
94	Primecap Management Pasadena, California	$40.3M	+$19.1M	2	0.04%	Increased
95	AAM Alpine Associates Management Palm Beach, Florida	$39.3M	+$18.3M	1	1.79%	Increased
96	LPAM Legion Partners Asset Management Los Angeles, California	$38.9M	+$3.25M	1	11.92%	Increased
97	Balyasny Asset Management Chicago, Illinois	$38.9M	+$718K	2	0.11%	Increased
98	Assenagon Asset Management Senningerberg, Luxembourg	$38M	+$28.6M	3	0.14%	Increased
99	Allspring Global Investments Charlotte, North Carolina	$37M	+$2.6M	5	0.06%	Increased
100	Storebrand Asset Management Lysaker, Norway	$36.6M	+$1.39M	2	0.2%	Increased