← All themes Cybersecurity

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	T. Rowe Price Associates Baltimore, Maryland	$192M	+$63.2M	3	0.04%	Increased
2	Fidelity Investments Boston, Massachusetts	$162M	$0	1	0.02%	Maintained
3	WBC Westpac Banking Corp Sydney, Australia	$97.1M	-$22.4M	1	1.06%	Reduced
4	Penserra Capital Management Orinda, California	$50.1M	-$10.6M	2	7.06%	Reduced
5	Wells Fargo San Francisco, California	$47.2M	+$3.63M	3	0.02%	Increased
6	Ameriprise Minneapolis, Minnesota	$46.5M	+$12.3M	3	0.03%	Increased
7	Polar Capital London, United Kingdom	$44M	+$5.98M	2	0.83%	Increased
8	BlackRock Fund Advisors San Francisco, California	$42M	+$8.86M	4	0.01%	Increased
9	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$41.5M	-$21.5M	1	1.74%	Reduced
10	Dorsal Capital Management Redwood City, California	$38.9M	+$34.6M	1	2.87%	New
11	Wasatch Advisors Salt Lake City, Utah	$34.8M	+$15.4M	1	0.53%	Increased
12	Vanguard Group Malvern, Pennsylvania	$34.4M	+$1.97M	4	0%	Increased
13	Jennison Associates New York	$34M	+$19.5M	1	0.04%	Increased
14	Eventide Asset Management Boston, Massachusetts	$34M	$0	1	2.08%	Maintained
15	BlackRock Institutional Trust San Francisco, California	$24.8M	+$2.72M	4	0%	Increased
16	Marshall Wace London, United Kingdom	$24.2M	+$11.5M	2	0.2%	Increased
17	Westfield Capital Management Boston, Massachusetts	$23.8M	+$21.1M	1	0.2%	New
18	Morgan Stanley New York	$23M	+$11M	3	0.01%	Increased
19	Stephens Investment Management Group Houston, Texas	$22.6M	+$2.92M	1	0.74%	Increased
20	Kornitzer Capital Management Shawnee Mission, Kansas	$20M	+$5.79M	1	0.36%	Increased
21	Thompson Siegel & Walmsley Richmond, Virginia	$19.5M	+$162K	1	0.31%	Increased
22	CCM Century Capital Management Boston, Massachusetts	$18.7M	+$406K	2	2.06%	Increased
23	State Street Boston, Massachusetts	$17.9M	+$6.09M	3	0%	Increased
24	PCMF Private Capital Management (Florida) Naples, Florida	$16.7M	-$1.8M	1	2.44%	Reduced
25	ECP Elk Creek Partners Denver, Colorado	$16.1M	+$1.12M	1	1.14%	Increased