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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	Morgan Stanley New York	$1.5B	+$12.4M	7	0.41%	Increased
2	Vanguard Group Malvern, Pennsylvania	$1.48B	+$43.8M	8	0.06%	Increased
3	BlackRock New York	$1.28B	+$2.27M	7	0.06%	Increased
4	VEPM Vista Equity Partners Management San Francisco, California	$1.27B	$0	1	74.36%	Maintained
5	Fidelity Investments Boston, Massachusetts	$1.25B	-$18.7M	5	0.17%	Reduced
6	T. Rowe Price Associates Baltimore, Maryland	$726M	-$134M	6	0.12%	Reduced
7	State Street Boston, Massachusetts	$399M	+$18.5M	6	0.03%	Increased
8	Allianz Asset Management Munich, Germany	$360M	-$23.6M	5	0.48%	Reduced
9	First Trust Advisors Wheaton, Illinois	$337M	-$741K	4	0.76%	Reduced
10	JP Morgan Chase New York	$280M	-$5.72M	6	0.07%	Reduced
11	Franklin Resources San Mateo, California	$259M	+$139M	2	0.17%	Increased
12	Whale Rock Capital Management Boston, Massachusetts	$228M	-$182K	1	3.11%	Reduced
13	Sands Capital Management Arlington, Virginia	$224M	+$1.04M	1	0.75%	Increased
14	Legal & General Group London, United Kingdom	$212M	+$19.6M	6	0.12%	Increased
15	GGHC Gilder Gagnon Howe & Co New York	$211M	-$14.5M	1	2.52%	Reduced
16	Geode Capital Management Boston, Massachusetts	$206M	-$586K	7	0.05%	Reduced
17	Alkeon Capital Management New York	$195M	+$25.1M	1	0.83%	Increased
18	Goldman Sachs New York	$193M	+$60.8M	5	0.07%	Increased
19	Fidelity International Hamilton, Bermuda	$193M	-$29.1M	1	0.32%	Reduced
20	CIP Champlain Investment Partners Burlington, Vermont	$180M	+$37.4M	2	1.62%	Increased
21	SCGE Management Menlo Park, California	$175M	+$34.3M	1	5.5%	Increased
22	Norges Bank Oslo, Norway	$175M	+$9.18M	3	0.06%	Increased
23	Swedbank Stockholm, Sweden	$163M	+$29.1M	1	0.8%	Increased
24	Wasatch Advisors Salt Lake City, Utah	$152M	+$74.5M	1	1.59%	Increased
25	Ameriprise Minneapolis, Minnesota	$148M	-$48.3M	5	0.08%	Reduced