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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	BlackRock New York	$3.49B	+$375M	7	0.11%	Increased
2	Vanguard Group Malvern, Pennsylvania	$3.45B	+$106M	8	0.1%	Increased
3	Morgan Stanley New York	$2.68B	-$833M	8	0.41%	Reduced
4	Fidelity Investments Boston, Massachusetts	$2.5B	-$127M	6	0.22%	Reduced
5	VEPM Vista Equity Partners Management San Francisco, California	$1.1B	-$138M	1	14.94%	Reduced
6	State Street Boston, Massachusetts	$954M	+$45.3M	6	0.06%	Increased
7	Allianz Asset Management Munich, Germany	$866M	+$166M	4	0.86%	Increased
8	T. Rowe Price Associates Baltimore, Maryland	$758M	-$309M	6	0.08%	Reduced
9	Franklin Resources San Mateo, California	$749M	+$1.54M	2	0.32%	Increased
10	First Trust Advisors Wheaton, Illinois	$708M	+$16M	5	0.94%	Increased
11	Wasatch Advisors Salt Lake City, Utah	$545M	+$89M	1	2.68%	Increased
12	JP Morgan Chase New York	$540M	-$79.1M	6	0.08%	Reduced
13	Geode Capital Management Boston, Massachusetts	$489M	+$27.6M	8	0.08%	Increased
14	Royal Bank of Canada Toronto, Ontario, Canada	$477M	+$71.3M	7	0.14%	Increased
15	Legal & General Group London, United Kingdom	$473M	+$16.2M	6	0.19%	Increased
16	Sands Capital Management Arlington, Virginia	$471M	-$4.41M	1	0.89%	Reduced
17	Capital International Investors Los Angeles, California	$460M	+$323M	1	0.13%	Increased
18	Norges Bank Oslo, Norway	$399M	+$13.6M	4	0.09%	Increased
19	SCGE Management Menlo Park, California	$397M	$0	1	4.62%	Maintained
20	GGHC Gilder Gagnon Howe & Co New York	$358M	-$24M	1	1.78%	Reduced
21	Massachusetts Financial Services Boston, Massachusetts	$341M	+$51.3M	2	0.11%	Increased
22	Northern Trust Chicago, Illinois	$338M	+$15.6M	7	0.07%	Increased
23	Alkeon Capital Management New York	$330M	+$417K	1	0.54%	Increased
24	CIP Champlain Investment Partners Burlington, Vermont	$306M	-$90.1M	2	1.76%	Reduced
25	HCM HMI Capital Management San Francisco, California	$297M	+$35.9M	1	11.94%	Increased