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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	VEPM Vista Equity Partners Management San Francisco, California	$1.54B	$0	1	70.34%	Maintained
2	Morgan Stanley New York	$1.47B	+$811M	7	0.34%	Increased
3	Vanguard Group Malvern, Pennsylvania	$1.45B	+$59.8M	8	0.05%	Increased
4	BlackRock New York	$1.31B	+$24.9M	7	0.05%	Increased
5	Fidelity Investments Boston, Massachusetts	$1.22B	-$212M	5	0.14%	Reduced
6	T. Rowe Price Associates Baltimore, Maryland	$818M	+$368M	5	0.11%	Increased
7	State Street Boston, Massachusetts	$404M	+$5.12M	6	0.03%	Increased
8	Allianz Asset Management Munich, Germany	$373M	+$81.6M	4	0.34%	Increased
9	First Trust Advisors Wheaton, Illinois	$341M	-$4.36M	4	0.58%	Reduced
10	JP Morgan Chase New York	$332M	-$25.9M	6	0.06%	Reduced
11	Ameriprise Minneapolis, Minnesota	$226M	+$11.8M	5	0.09%	Increased
12	Whale Rock Capital Management Boston, Massachusetts	$216M	-$34.4K	1	3.66%	Reduced
13	Geode Capital Management Boston, Massachusetts	$212M	+$8.99M	7	0.04%	Increased
14	GGHC Gilder Gagnon Howe & Co New York	$212M	-$7.31M	1	2.2%	Reduced
15	Sands Capital Management Arlington, Virginia	$211M	-$8.61M	1	0.61%	Reduced
16	Fidelity International Hamilton, Bermuda	$209M	+$88.1M	1	0.29%	Increased
17	Swedbank Stockholm, Sweden	$192M	+$35.7M	1	0.78%	Increased
18	Legal & General Group London, United Kingdom	$191M	+$15.2M	6	0.09%	Increased
19	Invesco Atlanta, Georgia	$186M	+$3.84M	5	0.06%	Increased
20	Norges Bank Oslo, Norway	$182M	+$2.19M	4	0.05%	Increased
21	CIP Champlain Investment Partners Burlington, Vermont	$171M	+$30.2M	2	1.25%	Increased
22	Franklin Resources San Mateo, California	$167M	+$125M	2	0.09%	Increased
23	EMG ETF Managers Group Summit, New Jersey	$163M	+$26.7M	5	5.67%	Increased
24	Alkeon Capital Management New York	$161M	-$76.6M	1	0.6%	Reduced
25	Acadian Asset Management Boston, Massachusetts	$158M	-$11.3M	3	0.72%	Reduced