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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	BlackRock New York	$119M	+$5.41M	5	0.01%	Increased
2	T. Rowe Price Associates Baltimore, Maryland	$99.1M	+$14.6M	5	0.02%	Increased
3	EC Eminence Capital New York	$96.6M	+$40.4M	1	1.56%	Increased
4	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$77.1M	+$16.4M	1	2.47%	Increased
5	Vanguard Group Malvern, Pennsylvania	$70.4M	+$5.57M	5	0%	Increased
6	EMG ETF Managers Group Summit, New Jersey	$52.9M	-$4.74M	2	4.5%	Reduced
7	Marshall Wace North America New York	$49.5M	-$9.9M	4	0.31%	Reduced
8	ArrowMark Colorado Holdings Denver, Colorado	$48.2M	+$49.8M	1	0.55%	New
9	Jennison Associates New York	$44.2M	-$230K	1	0.05%	Reduced
10	Epoch Investment Partners New York	$42.3M	+$12.1M	1	0.14%	Increased
11	Wasatch Advisors Salt Lake City, Utah	$38M	-$18.3M	1	0.52%	Reduced
12	ACM American Capital Management New York	$36.9M	+$12.6M	1	2.31%	Increased
13	JP Morgan Chase New York	$35.8M	+$4.2M	4	0.01%	Increased
14	SEP Soma Equity Partners San Francisco, California	$35.1M	+$36.2M	1	7.39%	New
15	Alyeska Investment Group Chicago, Illinois	$33.6M	+$33.4M	1	0.25%	Increased
16	Ameriprise Minneapolis, Minnesota	$30.9M	-$17.5M	3	0.01%	Reduced
17	Fidelity Investments Boston, Massachusetts	$28.7M	-$38.9M	2	0%	Reduced
18	JGC J. Goldman & Co New York	$26.8M	+$27.7M	1	1.35%	New
19	Peregrine Capital Management Minneapolis, Minnesota	$25.6M	-$3.32M	2	0.61%	Reduced
20	State Street Boston, Massachusetts	$25.4M	+$1.13M	4	0%	Increased
21	Westfield Capital Management Boston, Massachusetts	$25.2M	-$778K	1	0.19%	Reduced
22	Credit Suisse Zurich, Switzerland	$24.7M	+$9.92M	4	0.02%	Increased
23	Columbia Wanger Asset Management Chicago, Illinois	$23.8M	+$365K	1	0.35%	Increased
24	Polar Capital London, United Kingdom	$21M	-$14.4M	1	0.24%	Reduced
25	GGHC Gilder Gagnon Howe & Co New York	$21M	-$6.75M	1	0.3%	Reduced