Updated May 16, 2026 · 2187 articles

Insights

Research, news and field guides on institutional positioning. Powered by real SEC filings — 13F, 13D/G, Form 4.

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May 16, 2026

Dental Supplies & X-Ray: HSIC, XRAY, PDCO Through Smart Money

Henry Schein, Dentsply Sirona, Patterson Companies, plus emerging Envista anchor US dental supplies plus dental imaging 13F positioning. Dental procedure mix, digital dentistry adoption, dental insurance dynamics, plus emerging clear aligner competition drive distinctive institutional patterns.

Mid-Tier Regional Banks: How to Read USB, PNC, TFC, FITB 13Fs

US Bancorp, PNC Financial, Truist, Fifth Third, plus Regions Financial anchor mid-tier regional bank 13F positioning. Deposit beta, commercial real estate exposure, net interest margin dynamics, plus emerging consolidation pressure drive distinctive institutional patterns.

Grid Battery 13Fs: Fluence Energy, Stem, EOS Energy Storage

Fluence Energy, Stem, EOS Energy Storage, plus emerging Energy Vault anchor US-traded grid-scale battery storage 13F positioning. Multi-year utility-scale battery deployment, IRA Section 48E investment tax credit, plus emerging grid stability demand drive distinctive institutional patterns.

Cold Storage 13Fs: Americold, plus Lineage Logistics Comparison

Americold Realty Trust anchors US-listed cold storage REIT 13F positioning. Multi-year emerging emerging emerging Lineage Logistics 2024 IPO competition, food supply chain dynamics, plus emerging biopharma cold storage drive distinctive institutional patterns.

Battery 13Fs: QuantumScape, Freyr, Microvast, Energizer Decoder

QuantumScape, Freyr Battery, Microvast, Energizer Holdings, plus diversified Tesla anchor US-traded battery 13F positioning. Solid-state battery emergence, EV battery scaling, plus emerging emerging emerging US battery manufacturing reshoring drive distinctive institutional patterns.

Hydrogen 13Fs: Plug Power, Bloom Energy, Ballard, Linde

Plug Power, Bloom Energy, Ballard Power Systems, plus diversified Linde (LIN) anchor US-traded hydrogen 13F positioning. Green hydrogen projects, fuel cell deployment, plus emerging emerging IRA hydrogen tax credits drive distinctive institutional patterns.

Beverage Can 13Fs: Ball, O-I Glass, Crown Holdings, AptarGroup

Ball Corporation, O-I Glass, Crown Holdings, AptarGroup, plus emerging Owens-Illinois anchor US-traded beverage container 13F positioning. Aluminum can growth, glass bottle decline, plus emerging emerging sustainability transitions plus emerging premium beverages drive distinctive institutional patterns.

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.

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.

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.

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.

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.

Data Center REIT 13Fs: Digital Realty, Equinix Decoder

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.

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.

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.

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.

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.

Quantum Computing 13Fs: IonQ, Rigetti, D-Wave Decoder

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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