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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	T. Rowe Price Associates Baltimore, Maryland	$145M	-$33.6M	4	0.03%	Reduced
2	Fidelity Investments Boston, Massachusetts	$124M	-$7.99M	1	0.02%	Reduced
3	WBC Westpac Banking Corp Sydney, Australia	$94.1M	-$735K	1	0.75%	Reduced
4	BlackRock New York	$77.5M	+$78.8M	4	0%	Increased
5	AllianceBernstein Nashville, Tennessee	$58M	-$2.61M	3	0.05%	Reduced
6	Marshall Wace North America New York	$56.4M	+$56.4M	1	0.45%	New
7	Penserra Capital Management Orinda, California	$56.4M	-$1.4M	2	5.84%	Reduced
8	Wasatch Advisors Salt Lake City, Utah	$55.8M	-$815K	1	0.82%	Reduced
9	Ameriprise Minneapolis, Minnesota	$54.5M	+$1.44M	2	0.03%	Increased
10	Jennison Associates New York	$48.8M	+$18.9M	1	0.05%	Increased
11	Polar Capital London, United Kingdom	$37.1M	-$5.24M	1	0.56%	Reduced
12	Wells Fargo San Francisco, California	$36.5M	+$1.4M	3	0.01%	Increased
13	Vanguard Group Malvern, Pennsylvania	$34.3M	+$1.64M	4	0%	Increased
14	Columbia Wanger Asset Management Chicago, Illinois	$30M	+$30.1M	1	0.42%	New
15	Stephens Investment Management Group Houston, Texas	$28.2M	+$1.94M	1	0.69%	Increased
16	Eventide Asset Management Boston, Massachusetts	$28M	$0	1	1.85%	Maintained
17	HLC Hunt Lane Capital New York	$25.4M	$0	1	6.47%	Maintained
18	Peregrine Capital Management Minneapolis, Minnesota	$24.8M	+$1.76M	1	0.63%	Increased
19	Westfield Capital Management Boston, Massachusetts	$23.4M	-$5.46M	1	0.2%	Reduced
20	CCK Clarity Capital KCPS Tel Aviv, Israel	$22.8M	+$22.9M	1	3.6%	New
21	Nomura Asset Management Tokyo, Japan	$22.5M	+$22.6M	1	0.32%	New
22	Morgan Stanley New York	$21.5M	-$17.2M	4	0.01%	Reduced
23	EC Eminence Capital New York	$21.1M	+$21.2M	1	0.38%	New
24	ECP Elk Creek Partners Denver, Colorado	$19M	+$2.04M	1	1.16%	Increased
25	State Street Boston, Massachusetts	$18.7M	+$986K	3	0%	Increased