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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
201	Railway Pension Investments London, United Kingdom	$13.7M	$0	1	0.15%	Maintained
202	RIA RPG Investment Advisory Pleasanton, California	$13.5M	+$733K	2	2.91%	Increased
203	Lazard Asset Management New York	$13.3M	-$651K	6	0.02%	Reduced
204	Gratus Capital Atlanta, Georgia	$13.3M	+$4.35M	2	1.4%	Increased
205	LCG Lisanti Capital Growth New York	$13.2M	+$5.84M	1	1.77%	Increased
206	WHP Washington Harbour Partners Arlington, Virginia	$13.2M	-$4.1M	3	12.91%	Reduced
207	MCAV Meritech Capital Associates V Palo Alto, California	$13.1M	+$5.86M	1	2.23%	Increased
208	Federated Hermes Pittsburgh, Pennsylvania	$12.9M	+$1.53K	4	0.04%	Increased
209	Peregrine Capital Management Minneapolis, Minnesota	$12.8M	-$710K	1	0.41%	Reduced
210	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$12.5M	+$78.6K	3	0.03%	Increased
211	Coatue Management New York	$12.4M	-$11.1M	2	0.14%	Reduced
212	FCC Founders Circle Capital Campbell, California	$12.4M	$0	2	7.05%	Maintained
213	Natixis Paris, France	$12.1M	+$4.81M	2	0.06%	Increased
214	Gabelli Funds Rye, New York	$12M	-$15.1M	1	0.1%	Reduced
215	Fred Alger Management New York	$11.9M	+$17.8K	3	0.06%	Increased
216	BIM Barton Investment Management West Conshohocken, Pennsylvania	$11.8M	+$447K	1	2.39%	Increased
217	CCM Chicago Capital Management Chicago, Illinois	$11.7M	-$449K	1	6.38%	Reduced
218	Kohlberg Kravis Roberts & Co New York	$11.5M	$0	1	0.23%	Maintained
219	Fifth Third Bancorp Cincinnati, Ohio	$11.2M	-$30.5M	5	0.06%	Reduced
220	CS Cisco Systems San Jose, California	$11.1M	$0	1	5.34%	Maintained
221	Truist Financial Charlotte, North Carolina	$11.1M	+$2.7M	3	0.02%	Increased
222	PGDP Pragma Gestao de Patrimonio Sao Paulo, Brazil	$11.1M	+$428K	1	7.93%	Increased
223	Rafferty Asset Management New York	$11M	+$2.79M	3	0.12%	Increased
224	Zurich Cantonal Bank Zurich, Switzerland	$11M	-$5.79M	6	0.07%	Reduced
225	Envestnet Asset Management Chicago, Illinois	$10.7M	-$498K	4	0.01%	Reduced