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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	Vanguard Group Malvern, Pennsylvania	$2.6B	+$145M	8	0.09%	Increased
2	Morgan Stanley New York	$2.57B	+$159M	7	0.57%	Increased
3	BlackRock New York	$2.29B	+$218M	7	0.09%	Increased
4	Fidelity Investments Boston, Massachusetts	$1.99B	-$43.7M	6	0.22%	Reduced
5	VEPM Vista Equity Partners Management San Francisco, California	$1.73B	-$253M	1	71.86%	Reduced
6	T. Rowe Price Associates Baltimore, Maryland	$903M	-$236M	6	0.11%	Reduced
7	State Street Boston, Massachusetts	$658M	+$31.9M	6	0.05%	Increased
8	First Trust Advisors Wheaton, Illinois	$525M	-$10.5M	5	0.91%	Reduced
9	Franklin Resources San Mateo, California	$518M	+$95.3M	2	0.27%	Increased
10	Allianz Asset Management Munich, Germany	$456M	-$111M	5	0.53%	Reduced
11	Whale Rock Capital Management Boston, Massachusetts	$408M	+$28.9M	1	3.25%	Increased
12	Sands Capital Management Arlington, Virginia	$368M	+$999K	1	0.89%	Increased
13	JP Morgan Chase New York	$366M	-$38.4M	7	0.07%	Reduced
14	Geode Capital Management Boston, Massachusetts	$347M	+$15.4M	7	0.07%	Increased
15	Legal & General Group London, United Kingdom	$337M	+$38.1M	6	0.16%	Increased
16	GGHC Gilder Gagnon Howe & Co New York	$323M	-$18.3M	1	2.53%	Reduced
17	Alkeon Capital Management New York	$320M	$0	1	0.81%	Maintained
18	Fidelity International Hamilton, Bermuda	$305M	-$8.85M	1	0.41%	Reduced
19	SCGE Management Menlo Park, California	$305M	+$15.9M	1	5.9%	Increased
20	CIP Champlain Investment Partners Burlington, Vermont	$287M	-$11.7M	2	2.06%	Reduced
21	Norges Bank Oslo, Norway	$274M	+$7.02M	3	0.08%	Increased
22	Northern Trust Chicago, Illinois	$232M	+$9.28M	7	0.06%	Increased
23	Goldman Sachs New York	$223M	-$66.6M	6	0.07%	Reduced
24	Royal Bank of Canada Toronto, Ontario, Canada	$218M	+$79.6M	7	0.09%	Increased
25	Ameriprise Minneapolis, Minnesota	$211M	-$9.36M	5	0.09%	Reduced