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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	$3.67B	+$104M	10	0.09%	Increased
2	BlackRock New York	$3.66B	+$212M	9	0.1%	Increased
3	T. Rowe Price Associates Baltimore, Maryland	$3.28B	-$196M	8	0.31%	Reduced
4	Morgan Stanley New York	$1.49B	-$1.26B	11	0.2%	Reduced
5	Fidelity Investments Boston, Massachusetts	$1.23B	-$333M	8	0.1%	Reduced
6	Jennison Associates New York	$1.04B	+$832M	2	0.68%	Increased
7	State Street Boston, Massachusetts	$960M	+$18.2M	8	0.05%	Increased
8	First Trust Advisors Wheaton, Illinois	$911M	+$78.6M	4	0.98%	Increased
9	Franklin Resources San Mateo, California	$741M	+$25M	2	0.28%	Increased
10	Allianz Asset Management Munich, Germany	$698M	+$418M	3	0.54%	Increased
11	Sands Capital Management Arlington, Virginia	$652M	+$201M	1	1.09%	Increased
12	Capital Research Global Investors Los Angeles, California	$638M	+$641M	1	0.15%	Increased
13	Wasatch Advisors Salt Lake City, Utah	$633M	+$29.8M	1	2.57%	Increased
14	Capital International Investors Los Angeles, California	$588M	+$13.8M	1	0.13%	Increased
15	JP Morgan Chase New York	$587M	+$91.7M	7	0.07%	Increased
16	Deer VIII & Co Larchmont, New York	$576M	-$264M	1	16.16%	Reduced
17	Legal & General Group London, United Kingdom	$568M	+$39.2M	6	0.18%	Increased
18	Geode Capital Management Boston, Massachusetts	$521M	+$8.78M	10	0.07%	Increased
19	VEPM Vista Equity Partners Management San Francisco, California	$487M	-$167M	1	4.71%	Reduced
20	American Century Companies Kansas City, Missouri	$455M	+$2.93M	3	0.31%	Increased
21	SCGE Management Menlo Park, California	$424M	$0	1	3.94%	Maintained
22	Goldman Sachs New York	$410M	+$63.2M	8	0.09%	Increased
23	General Atlantic New York	$381M	$0	1	2.23%	Maintained
24	HCM HMI Capital Management San Francisco, California	$377M	+$56.9M	1	11.31%	Increased
25	Norges Bank Oslo, Norway	$357M	-$30.3M	5	0.08%	Reduced