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.
ERP Software 13Fs: SAP, Oracle, Microsoft Dynamics, Infor
SAP, Oracle, plus Microsoft Dynamics (within Microsoft), Workday Financials, Infor (Koch Industries-owned private), and Sage anchor enterprise resource planning (ERP) 13F positioning. Multi-year emerging cloud ERP transition, AI-driven automation, plus emerging emerging Oracle Cloud Infrastructure dynamics drive distinctive institutional patterns.
Sarah MitchellCloud SaaS 13Fs: Salesforce, ServiceNow, Workday, HubSpot Decoded
Salesforce, ServiceNow, Workday, HubSpot, Adobe, plus Atlassian and Veeva Systems anchor US-traded cloud SaaS 13F positioning. Multi-year emerging AI agent monetization, enterprise software consolidation, plus emerging emerging seat-vs-usage pricing dynamics drive distinctive institutional patterns.
Sarah MitchellIndustrial REIT 13Fs: Prologis, Rexford, EastGroup, STAG
Prologis, Rexford Industrial Realty, EastGroup Properties, First Industrial Realty Trust, plus STAG Industrial and Terreno Realty anchor US industrial REIT 13F positioning. Multi-year emerging e-commerce demand, supply absorption, plus emerging emerging Sun Belt logistics dynamics drive distinctive institutional patterns.
Sarah MitchellApartment REIT 13Fs: EQR, AvalonBay, Mid-America, Camden
Equity Residential, AvalonBay Communities, Mid-America Apartment Communities, Camden Property Trust, plus UDR and Essex Property Trust anchor US apartment REIT 13F positioning. Multi-year emerging Sun Belt vs coastal divergence, supply absorption, plus emerging emerging rent growth dynamics drive distinctive institutional patterns.
Sarah MitchellReinsurance 13Fs: Reading RenaissanceRe, Everest, RGA Holdings
RenaissanceRe Holdings, Everest Group, Reinsurance Group of America, plus Arch Capital and SiriusPoint anchor US-traded reinsurance 13F positioning. Multi-year emerging hard property catastrophe market, casualty reinsurance dynamics, plus emerging emerging insurance-linked securities drive distinctive institutional patterns.
Sarah MitchellAnalog Semi 13Fs: Texas Instruments, Analog Devices, NXP, ON
Texas Instruments, Analog Devices, NXP Semiconductors, ON Semiconductor, plus Microchip Technology and Allegro MicroSystems anchor US-traded analog semiconductor 13F positioning. Multi-year emerging automotive plus industrial cycle, China dynamics, plus emerging emerging AI power semi growth drive distinctive institutional patterns.
Sarah MitchellIntegrated Utility 13Fs: Dominion, Exelon, PG&E, Xcel
Dominion Energy, Exelon, PG&E, Xcel Energy, FirstEnergy, Edison International, plus Eversource Energy and PPL Corporation anchor US integrated regulated utility 13F positioning. Multi-year data center load growth, transmission CAPEX, plus emerging emerging wildfire dynamics drive distinctive institutional patterns.
Sarah MitchellPipeline MLP 13Fs: Enterprise Products, Energy Transfer, MPLX
Enterprise Products Partners, Energy Transfer, MPLX, plus Western Midstream Partners and Plains All American Pipeline anchor US pipeline MLP 13F positioning. Multi-year emerging tax shelter economics, distribution coverage, plus emerging emerging LNG-driven pipeline growth drive distinctive institutional patterns.
Sarah MitchellMall REIT 13Fs: Simon Property, Macerich, Tanger, Kimco Decoded
Simon Property Group, Macerich, Tanger, plus Kimco Realty (post-RPT acquisition) and Regency Centers anchor US mall plus shopping center REIT 13F positioning. Multi-year emerging Class A mall recovery, outlet center growth, plus emerging emerging grocery-anchored center dynamics drive distinctive institutional patterns.
Sarah MitchellOffice REIT 13Fs: BXP, Vornado, Highwoods, Cousins Decoded
BXP (Boston Properties), Vornado Realty Trust, Highwoods Properties, Cousins Properties, Kilroy Realty, plus SL Green and Brandywine Realty Trust anchor US office REIT 13F positioning. Multi-year emerging post-pandemic office occupancy, return-to-office dynamics, plus emerging emerging Sun Belt vs gateway divergence drive distinctive institutional patterns.
Sarah MitchellSolar 13Fs: First Solar, Enphase, SunPower, Sunrun Inside Eyes
First Solar, Enphase Energy, SolarEdge, Sunrun, plus Array Technologies, Nextracker, and Shoals Technologies anchor US solar energy 13F positioning. Multi-year IRA tax credits, residential solar dynamics, plus emerging emerging utility-scale solar growth drive distinctive institutional patterns.
Sarah MitchellLNG Export 13Fs: Cheniere, Venture Global, NextDecade Decoded
Cheniere Energy, Venture Global LNG, NextDecade, plus Excelerate Energy and New Fortress Energy anchor US LNG export 13F positioning. Multi-year capacity expansion, long-term contract economics, plus emerging emerging Trump LNG export approval wave drive distinctive institutional patterns.
Sarah MitchellOilfield Services 13Fs: SLB, Halliburton, Baker Hughes, Liberty
SLB (Schlumberger), Halliburton, Baker Hughes, plus Liberty Energy, Patterson-UTI Energy, and ChampionX anchor US oilfield services 13F positioning. Multi-year international vs North America mix, completion plus production technology, plus emerging emerging LNG-driven gas activity drive distinctive institutional patterns.
Sarah MitchellShale E&P 13Fs: Diamondback, Permian Resources, Coterra Inside
Diamondback Energy, Permian Resources, Coterra Energy, EOG Resources, Devon Energy, plus Matador Resources and Civitas Resources anchor US shale exploration & production 13F positioning. Multi-year Permian Basin consolidation, capital discipline, plus emerging emerging M&A waves drive distinctive institutional patterns.
Sarah MitchellIntegrated Oil 13Fs: ExxonMobil, Chevron, ConocoPhillips, Shell
ExxonMobil, Chevron, ConocoPhillips, plus Shell and BP anchor US-traded integrated oil major 13F positioning. Multi-year emerging Permian Basin focus, OPEC+ dynamics, capital discipline, plus emerging emerging energy transition drive distinctive institutional patterns.
Sarah MitchellCard Acquirer 13Fs: Fiserv, FIS, Block, Global Payments Decoded
Fiserv, Fidelity National Information Services, Block, Global Payments, plus PayPal Holdings and Shift4 Payments anchor US card acquirer-merchant processor 13F positioning. Multi-year emerging payment volume growth, integrated software vendor channel, plus emerging emerging Stripe-Adyen private competition drive distinctive institutional patterns.
Sarah MitchellPayment Network 13Fs: Visa, Mastercard, American Express Inside
Visa, Mastercard, American Express, plus Discover Financial (pending Capital One merger) anchor US payment network 13F positioning. Multi-year payment volume growth, cross-border travel recovery, plus emerging emerging instant payment dynamics drive distinctive institutional patterns.
Sarah MitchellCybersecurity 13Fs: Palo Alto, CrowdStrike, Fortinet, Zscaler
Palo Alto Networks, CrowdStrike, Fortinet, Zscaler, SentinelOne, plus CyberArk and Tenable anchor US cybersecurity 13F positioning. Multi-year emerging platform consolidation, AI-driven threat detection, plus emerging emerging CrowdStrike July 2024 outage drive distinctive institutional patterns.
Sarah MitchellMemory Semi 13Fs: Micron, Western Digital, SanDisk Decoded
Micron Technology, Western Digital, plus SK Hynix and Samsung Memory anchor US-traded memory semiconductor 13F positioning. Multi-year DRAM-NAND-HBM cycle, AI-driven memory demand, plus emerging emerging Western Digital flash spinoff drive distinctive institutional patterns.
Sarah MitchellSemiconductor Foundry 13Fs: TSMC, GlobalFoundries, Intel Foundry
Taiwan Semiconductor Manufacturing (TSMC), GlobalFoundries, plus Intel Foundry (within INTC), Samsung Foundry (within Samsung Electronics), plus UMC anchor semiconductor foundry 13F positioning. Multi-year emerging leading-edge node transitions, AI accelerator demand, plus emerging emerging geopolitical dynamics drive distinctive institutional patterns.
Sarah Mitchell