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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
1	Fidelity Investments Boston, Massachusetts	$141M	+$74.8M	1	0.02%	Increased
2	Wells Fargo San Francisco, California	$124M	+$58.4M	3	0.05%	Increased
3	Goldman Sachs New York	$95.9M	-$153M	4	0.03%	Reduced
4	Balyasny Asset Management Chicago, Illinois	$40.9M	+$44.5M	2	0.3%	New
5	Vanguard Group Malvern, Pennsylvania	$39.7M	-$1.26M	4	0%	Reduced
6	Eventide Asset Management Boston, Massachusetts	$39.5M	+$11.9M	1	2.3%	Increased
7	Morgan Stanley New York	$38.9M	+$18.7M	4	0.01%	Increased
8	1832 Asset Management Toronto, Ontario, Canada	$35.4M	+$10.7M	1	0.15%	Increased
9	Lord, Abbett & Co Jersey City, New Jersey	$33.1M	-$15.8M	1	0.1%	Reduced
10	BlackRock Fund Advisors San Francisco, California	$30.5M	+$1.54M	3	0.01%	Increased
11	Arrowstreet Capital Boston, Massachusetts	$27.3M	-$231K	1	0.13%	Reduced
12	Stephens Investment Management Group Houston, Texas	$26.5M	-$2.23M	2	0.94%	Reduced
13	Tiger Global Management New York	$26.4M	-$7.19M	1	0.33%	Reduced
14	CCM Century Capital Management Boston, Massachusetts	$22.8M	+$8.34M	2	1.29%	Increased
15	Susquehanna International Group Bala Cynwyd, Pennsylvania	$18.8M	-$9.22M	2	0.01%	Reduced
16	PCMF Private Capital Management (Florida) Naples, Florida	$18.4M	+$2.09M	1	2.18%	Increased
17	BlackRock Institutional Trust San Francisco, California	$16.3M	-$1.45M	4	0%	Reduced
18	CCM Cupps Capital Management Chicago, Illinois	$16.3M	-$3.14M	1	2.16%	Reduced
19	Coatue Management New York	$15.4M	+$18.6M	1	0.17%	New
20	NCGI Next Century Growth Investors Plymouth, Minnesota	$13.1M	+$14.3M	1	0.55%	New
21	Wasatch Advisors Salt Lake City, Utah	$13.1M	-$137K	1	0.17%	Reduced
22	Alyeska Investment Group Chicago, Illinois	$12.5M	+$11.7M	1	0.15%	Increased
23	EIM Essex Investment Management Boston, Massachusetts	$11.8M	+$576K	2	1.94%	Increased
24	ECP Elk Creek Partners Denver, Colorado	$11.7M	+$10.9M	1	0.94%	Increased
25	VAM Visium Asset Management New York	$11.3M	+$4.45M	1	0.15%	Increased