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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	$163M	+$73.5M	4	0.03%	Increased
2	BlackRock New York	$143M	+$21.8M	6	0.01%	Increased
3	EC Eminence Capital New York	$139M	+$43.7M	1	2.12%	Increased
4	Fidelity Investments Boston, Massachusetts	$111M	+$91.4M	2	0.01%	Increased
5	Vanguard Group Malvern, Pennsylvania	$104M	+$36M	6	0%	Increased
6	JP Morgan Chase New York	$94.9M	+$63.7M	5	0.02%	Increased
7	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$88.2M	+$10.9M	1	3.15%	Increased
8	CIP Champlain Investment Partners Burlington, Vermont	$73.2M	+$63.5M	1	0.83%	Increased
9	GCM Glynn Capital Management Menlo Park, California	$60M	+$63.5M	1	12.9%	Increased
10	Citadel Advisors Miami, Florida	$59.9M	+$51.1M	5	0.04%	Increased
11	Wellington Management Group Boston, Massachusetts	$58.8M	+$56.8M	2	0.01%	Increased
12	Epoch Investment Partners New York	$58.6M	+$16.8M	1	0.19%	Increased
13	ArrowMark Colorado Holdings Denver, Colorado	$57.5M	+$9.34M	1	0.58%	Increased
14	EMG ETF Managers Group Summit, New Jersey	$55.6M	+$1.18M	2	4.02%	Increased
15	Janus Henderson Group London,	$50.9M	+$43.6M	2	0.03%	Increased
16	Jennison Associates New York	$44.2M	-$377K	1	0.04%	Reduced
17	Jericho Capital Asset Management New York	$43.2M	+$47.1M	1	2.25%	New
18	GGHC Gilder Gagnon Howe & Co New York	$41.5M	+$22.8M	2	0.56%	Increased
19	ACM American Capital Management New York	$40.3M	+$3.25M	1	2.43%	Increased
20	SEP Soma Equity Partners San Francisco, California	$39.6M	+$4.42M	1	6.94%	Increased
21	State Street Boston, Massachusetts	$35.6M	+$10.3M	4	0%	Increased
22	RC RGM Capital Naples, Florida	$34.5M	+$36.5M	1	3.21%	New
23	Putnam Investments Boston, Massachusetts	$34.4M	+$28.7M	2	0.08%	Increased
24	Wasatch Advisors Salt Lake City, Utah	$31.9M	-$6.93M	1	0.42%	Reduced
25	Morgan Stanley New York	$30.4M	+$12.5M	6	0.01%	Increased