Updated May 16, 2026 · 2142 articles
Insights
Research, news and field guides on institutional positioning. Powered by real SEC filings — 13F, 13D/G, Form 4.
Healthcare IT 13Fs: Veeva, Oracle Health, Epic, Doximity Inside
Veeva Systems, Oracle Health (Cerner post-acquisition), plus Epic (private), Doximity, Evolent Health, and Definitive Healthcare anchor US healthcare IT 13F positioning. Multi-year emerging life sciences SaaS, hospital EHR transition, plus emerging emerging AI-driven clinical documentation drive distinctive institutional patterns.
Sarah MitchellPharma Distribution 13Fs: McKesson, Cencora, Cardinal Health
McKesson, Cencora (formerly AmerisourceBergen), Cardinal Health, plus Henry Schein and Owens & Minor anchor US pharmaceutical distribution 13F positioning. Multi-year emerging specialty pharma growth, GLP-1 distribution dynamics, plus emerging emerging opioid settlement payments drive distinctive institutional patterns.
Sarah MitchellVaccine 13Fs: Moderna, BioNTech, Pfizer, Merck Vaccines Inside
Moderna, BioNTech, Pfizer (Comirnaty plus Prevnar), Merck Vaccines (within MRK, Gardasil plus Pneumovax), GSK (UK-domiciled US ADR), plus Sanofi anchor US-traded vaccine 13F positioning. Multi-year emerging COVID vaccine revenue normalization, RSV plus emerging combination flu-COVID vaccines, plus emerging emerging RFK Jr CDC ACIP regulatory dynamics drive distinctive institutional patterns.
Sarah MitchellContract Research 13Fs: IQVIA, ICON, Charles River, Medpace
IQVIA Holdings, ICON, Charles River Laboratories, Medpace Holdings, plus Fortrea (LabCorp spinoff) and Syneos Health (taken private 2023) anchor US-traded contract research organization (CRO) 13F positioning. Multi-year emerging biotech funding dynamics, oncology clinical trials, plus emerging emerging AI-driven trial design drive distinctive institutional patterns.
Sarah MitchellMortgage REIT 13Fs: Annaly, AGNC, Starwood, Blackstone Mortgage
Annaly Capital Management, AGNC Investment, Starwood Property Trust, Blackstone Mortgage Trust, plus Rithm Capital and KKR Real Estate Finance Trust anchor US-traded mortgage REIT 13F positioning. Multi-year emerging agency vs commercial mortgage REIT dynamics, MBS spreads, plus emerging emerging commercial real estate dynamics drive distinctive institutional patterns.
Sarah MitchellDiscount Broker 13Fs: Schwab, Interactive Brokers, Robinhood
Charles Schwab, Interactive Brokers, Robinhood, plus LPL Financial and Raymond James anchor US-traded discount broker plus emerging emerging RIA platform 13F positioning. Multi-year emerging zero-commission economics, payment for order flow, plus emerging emerging Schwab-TD Ameritrade integration drive distinctive institutional patterns.
Sarah MitchellTrust Bank 13Fs: BNY, State Street, Northern Trust Inside Eyes
Bank of New York Mellon, State Street, Northern Trust, plus JPMorgan Chase Securities Services and Citigroup Custody anchor US-traded trust bank 13F positioning. Multi-year custody fee compression, securities lending dynamics, plus emerging emerging interest rate sensitivity drive distinctive institutional patterns.
Sarah MitchellFinancial Data 13Fs: MSCI, S&P Global, Moody's, FactSet
MSCI, S&P Global, Moody's, FactSet Research Systems, plus Morningstar and Tradeweb anchor US financial data provider 13F positioning. Multi-year emerging index licensing, ESG plus emerging emerging private credit ratings, plus emerging emerging AI-driven analytics drive distinctive institutional patterns.
Sarah MitchellManaged Care 13Fs: UnitedHealth, Elevance, Humana, CVS, Cigna
UnitedHealth Group, Elevance Health, Humana, CVS Health (Aetna), plus Cigna and Centene anchor US-traded managed care 13F positioning. Multi-year emerging Medicare Advantage pressure, medical loss ratio dynamics, plus emerging emerging Optum-CVS pharmacy benefit manager scrutiny drive distinctive institutional patterns.
Sarah MitchellDiagnostics 13Fs: Quest, LabCorp, Thermo Fisher, Bio-Rad
Quest Diagnostics, Laboratory Corporation of America (LabCorp), Thermo Fisher Scientific, Bio-Rad Laboratories, plus Danaher and Roche Diagnostics anchor US-traded diagnostics 13F positioning. Multi-year emerging molecular diagnostics growth, oncology testing dynamics, plus emerging emerging liquid biopsy drive distinctive institutional patterns.
Sarah MitchellGLP-1 Weight Loss Pharma 13Fs: Eli Lilly, Novo Nordisk Inside
Eli Lilly, Novo Nordisk, plus emerging Amgen MariTide, Pfizer danuglipron, Roche petrelintide, and Hims plus Telehealth compounders anchor US-traded GLP-1 weight loss pharma 13F positioning. Multi-year emerging Mounjaro-Zepbound vs Wegovy-Ozempic, supply-demand dynamics, plus emerging emerging Medicare coverage drive distinctive institutional patterns.
Sarah MitchellLarge Biotech 13Fs: Amgen, Gilead, Vertex, Regeneron, Biogen
Amgen, Gilead Sciences, Vertex Pharmaceuticals, Regeneron Pharmaceuticals, plus Biogen and Moderna anchor US-traded large biotech 13F positioning. Multi-year emerging cystic fibrosis monopoly, HIV plus emerging emerging oncology pipelines, plus emerging emerging post-COVID Moderna trajectory drive distinctive institutional patterns.
Sarah MitchellLarge Pharma 13Fs: Pfizer, Merck, J&J, AbbVie, BMS Inside
Pfizer, Merck & Co, Johnson & Johnson Innovative Medicine, AbbVie, Bristol-Myers Squibb, plus AstraZeneca and Novartis anchor US-traded large pharma 13F positioning. Multi-year emerging patent cliff dynamics, oncology growth, plus emerging emerging Medicare drug price negotiation drive distinctive institutional patterns.
Sarah MitchellVeterinary 13Fs: Idexx, Zoetis, Elanco, Covetrus Decoded
Idexx Laboratories, Zoetis, Elanco Animal Health, plus Covetrus (taken private 2022) and Phibro Animal Health anchor US-traded veterinary 13F positioning. Multi-year emerging pet humanization, companion animal health spending, plus emerging emerging GLP-1 for pets drive distinctive institutional patterns.
Sarah MitchellBeauty 13Fs: Estée Lauder, L'Oréal, Ulta, e.l.f., Coty Inside
Estée Lauder, L'Oréal (French-domiciled US ADR), Ulta Beauty, e.l.f. Beauty, Coty, plus Procter & Gamble Beauty and Unilever Beauty & Wellbeing anchor US-traded beauty 13F positioning. Multi-year emerging China beauty pressure, e.l.f. mass-prestige growth, plus emerging emerging Sephora plus Ulta retailer dynamics drive distinctive institutional patterns.
Sarah MitchellConsumer Products 13Fs: P&G, Colgate, Unilever, Kimberly-Clark
Procter & Gamble, Colgate-Palmolive, Unilever (UK-domiciled US ADR), Kimberly-Clark, plus Reckitt Benckiser and Henkel anchor US-traded consumer products 13F positioning. Multi-year emerging volume-pricing dynamics, private-label competition, plus emerging emerging GLP-1 weight loss impact drive distinctive institutional patterns.
Sarah MitchellSeed & Crop Protection 13Fs: Bayer, Corteva, FMC Inside Eyes
Corteva, Bayer (German-domiciled US ADR), FMC Corporation, plus ChemChina-Syngenta and BASF anchor US-traded seed & crop protection 13F positioning. Multi-year emerging glyphosate litigation, diamide patent dynamics, plus emerging emerging biological crop protection drive distinctive institutional patterns.
Sarah MitchellAg Trading 13Fs: ADM, Bunge, Cargill, Tyson, Pilgrim's
Archer-Daniels-Midland, Bunge Global (post-Viterra merger), Cargill (private), plus Tyson Foods and Pilgrim's Pride anchor US-traded ag trading plus protein processor 13F positioning. Multi-year crush margin dynamics, biofuel demand, plus emerging emerging ADM accounting concerns drive distinctive institutional patterns.
Sarah MitchellIndustrial Distribution 13Fs: Grainger, Fastenal, MSC Industrial
W.W. Grainger, Fastenal, MSC Industrial Direct, plus DXP Enterprises and Applied Industrial Technologies anchor US-traded industrial distribution 13F positioning. Multi-year emerging MRO (maintenance, repair, operations) demand, vending plus emerging e-commerce dynamics, plus emerging emerging reshoring drive distinctive institutional patterns.
Sarah MitchellPaints & Coatings 13Fs: Sherwin-Williams, PPG, Axalta, RPM
Sherwin-Williams, PPG Industries, Axalta Coating Systems, RPM International, plus Akzo Nobel and Asian Paints anchor US-traded paints & coatings 13F positioning. Multi-year emerging architectural-vs-industrial mix, Sherwin-Williams retail dominance, plus emerging emerging raw material dynamics drive distinctive institutional patterns.
Sarah Mitchell