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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	$142M	+$19.5M	1	0.02%	Increased
2	WBC Westpac Banking Corp Sydney, Australia	$107M	+$101M	1	1.17%	New
3	T. Rowe Price Associates Baltimore, Maryland	$106M	+$47.2M	3	0.02%	Increased
4	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$57.6M	+$2.95M	1	2.14%	Increased
5	Penserra Capital Management Orinda, California	$55.2M	-$18.7M	2	5.39%	Reduced
6	Wells Fargo San Francisco, California	$38M	-$87.2M	3	0.02%	Reduced
7	Polar Capital London, United Kingdom	$33.6M	+$3.88M	2	0.63%	Increased
8	BlackRock Fund Advisors San Francisco, California	$31M	+$568K	4	0.01%	Increased
9	Vanguard Group Malvern, Pennsylvania	$30.1M	-$1.86M	4	0%	Reduced
10	Eventide Asset Management Boston, Massachusetts	$29.8M	-$4.96M	1	1.67%	Reduced
11	Ameriprise Minneapolis, Minnesota	$29.1M	+$19.9M	2	0.02%	Increased
12	BlackRock Institutional Trust San Francisco, California	$20M	+$198K	4	0%	Increased
13	Thompson Siegel & Walmsley Richmond, Virginia	$18.2M	+$3.27M	1	0.3%	Increased
14	PCMF Private Capital Management (Florida) Naples, Florida	$17.3M	+$585K	1	2.18%	Increased
15	Stephens Investment Management Group Houston, Texas	$17M	-$8.78M	1	0.59%	Reduced
16	CCM Century Capital Management Boston, Massachusetts	$16.5M	-$26.3M	2	1.81%	Reduced
17	Wasatch Advisors Salt Lake City, Utah	$15.2M	+$13.9M	2	0.23%	Increased
18	ECP Elk Creek Partners Denver, Colorado	$14.1M	+$1.55M	1	1.04%	Increased
19	Caxton Associates (New York) New York	$12.2M	+$11.5M	1	0.86%	New
20	KCM Kingdon Capital Management New York	$12M	+$11.3M	1	0.66%	New
21	EIM Essex Investment Management Boston, Massachusetts	$12M	+$42.5K	2	2.05%	Increased
22	Kornitzer Capital Management Shawnee Mission, Kansas	$11.8M	+$11.2M	1	0.2%	New
23	D.E. Shaw & Co New York	$11.6M	+$5.25M	2	0.02%	Increased
24	Susquehanna International Group Bala Cynwyd, Pennsylvania	$11.3M	-$9.1M	3	0.01%	Reduced
25	State Street Boston, Massachusetts	$10.8M	+$139K	3	0%	Increased