Sarah Mitchell
Education Editor
Investment Education Editor at 13F Insight. Breaks down complex institutional data into actionable insights for individual investors.
A note from Sarah
Hi, I'm Sarah. I spent four years at Vanguard's Investor Education team, where my whole job was making 401(k) statements feel less like tax forms and more like something a person could actually understand.
I'm here at 13F Insight to do the same thing for institutional data. If you've ever read a headline like "Berkshire Bought Apple" and thought "okay but what does that actually mean for me," that's the gap I want to close.
I'll never assume you know what a CUSIP is. I'll always tell you why a number matters before I give you the number. And if a guide of mine ever leaves you more confused than you started, that's on me — let me know and I'll rewrite it.
Articles by Sarah Mitchell (818)
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Cable Broadband 13Fs: Comcast, Charter, Altice, Cable One
Comcast, Charter Communications, Altice USA, Cable One, and WideOpenWest anchor US cable broadband 13F positioning. Cord-cutting impact, fixed wireless plus fiber competition, mobile MVNO expansion, plus emerging convergence drive distinctive institutional patterns.
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Wireless Carrier 13Fs: AT&T, Verizon, T-Mobile, Dish Decoder
AT&T, Verizon Communications, T-Mobile US, and Dish Network anchor US wireless carrier 13F positioning. Multi-year wireless subscriber dynamics, fiber broadband expansion, plus emerging fixed wireless plus emerging 5G monetization drive distinctive institutional patterns.
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Healthcare REIT 13Fs: Welltower, Ventas, Healthpeak, Omega
Welltower, Ventas, Healthpeak Properties, Omega Healthcare Investors, plus emerging National Health Investors anchor US healthcare REIT 13F positioning. Senior housing recovery, skilled nursing demographics, medical office building demand, plus emerging life science decoded distinctive institutional patterns.
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Self-Storage REIT 13Fs: Public Storage, Extra Space, CubeSmart
Public Storage, Extra Space Storage, CubeSmart, plus emerging National Storage Affiliates anchor US self-storage REIT 13F positioning. Housing turnover dynamics, regional pricing power, occupancy cycle dynamics, plus emerging digital marketing drive distinctive institutional patterns.
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Cell Tower REIT 13Fs: American Tower, Crown Castle, SBA Decoder
American Tower, Crown Castle, and SBA Communications anchor US cell tower REIT 13F positioning. Multi-year wireless carrier capex cycles, 5G plus emerging 6G deployment, plus emerging international expansion drive distinctive institutional patterns.
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Auto Insurance 13Fs: Progressive, Allstate, Travelers Decoder
Progressive, Allstate, Travelers Companies, Chubb, and Erie Indemnity anchor US auto insurance 13F positioning. Pricing cycle dynamics, telematics adoption, catastrophic weather exposure, plus emerging direct-to-consumer competition drive distinctive institutional patterns.
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Medical Imaging 13Fs: GE HealthCare, Philips, Hologic, RadNet
GE HealthCare, Philips (ADR), Hologic, RadNet, plus emerging AI imaging operators anchor US-traded medical imaging 13F positioning. CT, MRI, ultrasound demand cycles, breast cancer screening, AI imaging integration, and emerging theranostics drive distinctive institutional patterns.
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Sports Betting 13Fs: DraftKings, Flutter, Penn Entertainment
DraftKings, Flutter Entertainment, Penn Entertainment, Caesars Entertainment, and Churchill Downs anchor US-traded sports betting 13F positioning. State legalization cycles, customer acquisition economics, plus emerging iGaming plus emerging in-play betting drive distinctive institutional patterns.
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Nuclear 13Fs: BWX Technologies, NuScale, Centrus, Cameco
BWX Technologies, NuScale Power, Centrus Energy, Cameco, plus emerging Oklo anchor US-traded nuclear 13F positioning. Multi-decade Naval reactor work, emerging small modular reactor deployment, uranium fuel cycle, plus AI data center power demand drive distinctive institutional patterns.
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Robotics 13Fs: Symbotic, iRobot, Berkshire-Grey, ABB Decoder
Symbotic, iRobot, Berkshire Grey, Kornit Digital, plus emerging robotics operators anchor US-traded robotics 13F positioning. Warehouse automation cycles, humanoid robotics emergence, industrial automation, and emerging AI-driven robotics drive distinctive institutional patterns.
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AI Platform 13Fs: Palantir, C3.ai, BlackBerry QNX Decoder
Palantir Technologies, C3.ai, BlackBerry QNX, plus emerging AI platform operators anchor US-traded enterprise AI platform 13F positioning. Defense AI contracts, commercial AI scaling, foundation model integration, and emerging AI agent deployment drive distinctive institutional patterns.
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Luxury 13Fs: LVMH, Kering, Hermes, Richemont Decoder
LVMH Moet Hennessy Louis Vuitton, Kering, Hermes International, Richemont, plus emerging Brunello Cucinelli anchor European-listed luxury 13F positioning. Chinese consumer cycles, European tourist spending, brand-cycle dynamics, and emerging luxury watches drive distinctive institutional patterns.
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Cosmetics 13Fs: Estee Lauder, Coty, Ulta Beauty Decoder
Estee Lauder, Coty, Ulta Beauty, e.l.f. Beauty, and Olaplex Holdings anchor US-traded cosmetics 13F positioning. Premium beauty cycles, China travel-retail dynamics, indie brand emerging, and emerging GLP-1 plus skin health drive distinctive institutional patterns.
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eVTOL 13Fs: Joby, Archer, EHang, Vertical Aerospace Decoder
Joby Aviation, Archer Aviation, EHang Holdings, Vertical Aerospace, and Eve Holding anchor US-traded electric vertical takeoff and landing (eVTOL) 13F positioning. FAA certification milestones, manufacturing scaling, urban air mobility adoption, and emerging defense applications drive distinctive institutional patterns.
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Emerging Space 13Fs: Rocket Lab, AST SpaceMobile, Iridium
Rocket Lab, AST SpaceMobile, Iridium Communications, Planet Labs, and Intuitive Machines anchor US-traded emerging space 13F positioning. Launch cadence economics, satellite constellation deployment, defense plus commercial demand, and emerging space tourism drive distinctive institutional patterns.
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Networking Equipment 13Fs: Cisco, Arista, Juniper, F5 Decoder
Cisco Systems, Arista Networks, Juniper Networks (pending HPE acquisition), F5 Networks, and Extreme Networks anchor US networking equipment 13F positioning. AI back-end networking, campus refresh cycles, plus emerging software-defined transitions drive distinctive institutional patterns.
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Enterprise Storage 13Fs: NetApp, Pure Storage, Nutanix Decoder
NetApp, Pure Storage, Nutanix, plus emerging hybrid cloud storage operators anchor US-traded enterprise storage 13F positioning. All-flash array adoption, hybrid cloud integration, AI training data infrastructure, and emerging subscription model dynamics drive distinctive institutional patterns.
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AI Server 13Fs: Dell, Super Micro, HPE, Arista Decoder
Dell Technologies, Super Micro Computer, Hewlett Packard Enterprise, Arista Networks, and Lenovo anchor US-traded AI server 13F positioning. Hyperscaler AI capex cycles, NVIDIA GPU allocation dynamics, liquid cooling integration, and AI inference deployment drive distinctive institutional patterns.