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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	$2.95B	+$192M	8	0.57%	Increased
2	Vanguard Group Malvern, Pennsylvania	$2.79B	-$51.4M	8	0.09%	Reduced
3	BlackRock New York	$2.53B	+$63.8M	7	0.09%	Increased
4	Fidelity Investments Boston, Massachusetts	$2.24B	+$106M	6	0.23%	Increased
5	VEPM Vista Equity Partners Management San Francisco, California	$1.36B	-$339M	1	26.19%	Reduced
6	T. Rowe Price Associates Baltimore, Maryland	$916M	-$47.2M	6	0.11%	Reduced
7	State Street Boston, Massachusetts	$731M	+$18.7M	6	0.05%	Increased
8	Franklin Resources San Mateo, California	$576M	+$75M	2	0.28%	Increased
9	First Trust Advisors Wheaton, Illinois	$556M	-$11.4M	5	0.89%	Reduced
10	Allianz Asset Management Munich, Germany	$550M	+$65.8M	5	0.64%	Increased
11	JP Morgan Chase New York	$515M	+$124M	7	0.09%	Increased
12	Sands Capital Management Arlington, Virginia	$400M	+$6.97M	1	0.87%	Increased
13	Whale Rock Capital Management Boston, Massachusetts	$399M	-$35.5M	1	2.64%	Reduced
14	Geode Capital Management Boston, Massachusetts	$377M	-$1.92M	8	0.07%	Reduced
15	Legal & General Group London, United Kingdom	$370M	+$9.26M	6	0.17%	Increased
16	SCGE Management Menlo Park, California	$334M	+$7.72M	1	5.2%	Increased
17	GGHC Gilder Gagnon Howe & Co New York	$323M	-$22M	1	1.99%	Reduced
18	CIP Champlain Investment Partners Burlington, Vermont	$321M	-$27.6M	2	2.19%	Reduced
19	Norges Bank Oslo, Norway	$303M	+$534K	4	0.08%	Increased
20	Alkeon Capital Management New York	$277M	-$62.5M	1	0.51%	Reduced
21	Wasatch Advisors Salt Lake City, Utah	$270M	+$86.5M	1	1.72%	Increased
22	Northern Trust Chicago, Illinois	$259M	+$2.92M	8	0.06%	Increased
23	Massachusetts Financial Services Boston, Massachusetts	$255M	+$71.7M	2	0.09%	Increased
24	Royal Bank of Canada Toronto, Ontario, Canada	$251M	+$12.7M	7	0.09%	Increased
25	Goldman Sachs New York	$222M	-$20.2M	6	0.06%	Reduced