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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	$3.74B	+$390M	9	0.09%	Increased
2	BlackRock New York	$3.61B	-$20.9M	8	0.1%	Reduced
3	T. Rowe Price Associates Baltimore, Maryland	$3.54B	+$1.56B	7	0.33%	Increased
4	Morgan Stanley New York	$2.76B	-$21.6M	9	0.36%	Reduced
5	Fidelity Investments Boston, Massachusetts	$1.57B	-$480M	7	0.12%	Reduced
6	State Street Boston, Massachusetts	$972M	+$83.5M	7	0.05%	Increased
7	First Trust Advisors Wheaton, Illinois	$854M	+$199M	4	0.92%	Increased
8	Deer VIII & Co Larchmont, New York	$802M	+$855M	1	37.32%	New
9	Franklin Resources San Mateo, California	$681M	+$60.1M	2	0.26%	Increased
10	VEPM Vista Equity Partners Management San Francisco, California	$612M	-$277M	1	6.65%	Reduced
11	Capital International Investors Los Angeles, California	$592M	+$30.6M	1	0.14%	Increased
12	Geode Capital Management Boston, Massachusetts	$534M	+$29.9M	8	0.07%	Increased
13	Legal & General Group London, United Kingdom	$529M	+$46.8M	7	0.18%	Increased
14	Wasatch Advisors Salt Lake City, Utah	$497M	+$61.6M	1	2.02%	Increased
15	JP Morgan Chase New York	$489M	-$32.7M	7	0.06%	Reduced
16	Sands Capital Management Arlington, Virginia	$475M	+$25M	1	0.8%	Increased
17	American Century Companies Kansas City, Missouri	$470M	+$240M	3	0.32%	Increased
18	SCGE Management Menlo Park, California	$437M	$0	1	4.1%	Maintained
19	HCM HMI Capital Management San Francisco, California	$388M	+$80.5M	1	12.15%	Increased
20	Norges Bank Oslo, Norway	$388M	-$21.7M	4	0.08%	Reduced
21	General Atlantic New York	$371M	+$371M	1	2.63%	New
22	Goldman Sachs New York	$346M	+$14.9M	8	0.08%	Increased
23	CIP Champlain Investment Partners Burlington, Vermont	$331M	+$52.7M	2	1.57%	Increased
24	Durable Capital Partners Bethesda, Maryland	$330M	+$343M	1	2.43%	New
25	Northern Trust Chicago, Illinois	$319M	+$7.8M	8	0.06%	Increased