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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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.
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Discrete Semi 13Fs: ON, Microchip, Skyworks, Qorvo Decoder
ON Semiconductor, Microchip Technology, Skyworks Solutions, Qorvo, and NXP Semiconductors anchor US-traded analog plus discrete semiconductor 13F positioning. Automotive plus industrial cycle dynamics, RF for 5G, plus emerging silicon carbide drive distinctive institutional patterns.
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Memory Semi 13Fs: Micron, Western Digital, Seagate Decoder
Micron Technology, Western Digital, Seagate Technology, and Samsung Electronics anchor US-traded memory plus storage 13F positioning. DRAM cycle dynamics, NAND flash transitions, HBM AI demand, and emerging Korean competitors drive distinctive institutional patterns.
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CDMO 13Fs: Catalent, Lonza, Samsung Biologics, WuXi Decoder
Catalent, Lonza Group, Samsung Biologics, WuXi Biologics, and emerging US contract development plus manufacturing operators anchor specialty CDMO 13F positioning. Biologics manufacturing capacity, GLP-1 production, gene therapy capabilities, and BIOSECURE Act drive distinctive institutional patterns.