Updated May 15, 2026 · 2187 articles
Insights
Research, news and field guides on institutional positioning. Powered by real SEC filings — 13F, 13D/G, Form 4.
Video Game 13Fs: Take-Two, EA, Roblox, Roper Decoder
Take-Two Interactive, Electronic Arts, Roblox, Roper Technologies (Hempel), and Activision Blizzard (now Microsoft) anchor US video game 13F positioning. Release cycle dynamics, live services revenue, mobile gaming integration, and platform economics drive distinctive institutional patterns.
Sarah MitchellAuto Supplier 13Fs: BorgWarner, Autoliv, Magna Decoder
BorgWarner, Autoliv, Magna International, Aptiv, and Gentex anchor US-listed auto supplier 13F positioning. EV transition cycles, content-per-vehicle dynamics, OEM customer concentration, and labor cost dynamics drive distinctive institutional patterns.
Sarah MitchellCannabis 13Fs: Tilray, Canopy, Curaleaf, Trulieve Decoder
Tilray Brands, Canopy Growth, Aurora Cannabis, Curaleaf Holdings, and Trulieve Cannabis anchor US cannabis-related 13F positioning. Federal legalization uncertainty, state-level program dynamics, banking access constraints, and Section 280E tax burden drive distinctive institutional patterns.
Sarah MitchellEV Charging 13Fs: ChargePoint, EVgo, Blink Charging Decoder
ChargePoint Holdings, EVgo, Blink Charging, plus Tesla Supercharger network anchor US EV charging 13F positioning. Utilization economics, government subsidies, charging speed evolution, and capital intensity drive distinctive institutional patterns.
Sarah MitchellMortgage 13Fs: Rocket Companies, UWM, Mr. Cooper Decoder
Rocket Companies, UWM Holdings, Mr. Cooper Group, PennyMac Financial, and Guild Holdings anchor US mortgage 13F positioning. Origination volume cycles, refinance versus purchase mix, servicing portfolio economics, and rate-cycle exposure drive distinctive institutional patterns.
Sarah MitchellIT Services & Consulting 13Fs: ACN, IBM, Capgemini Decoder
Accenture, IBM, Cognizant Technology Solutions, Infosys, and Capgemini anchor US-listed IT services 13F positioning. Generative AI integration, cloud migration consulting, outsourcing economics, and labor cost dynamics drive distinctive institutional patterns.
Sarah MitchellBroker Dealer 13Fs: Morgan Stanley, Goldman, Schwab Decoder
Morgan Stanley, Goldman Sachs, Charles Schwab, Interactive Brokers, and Raymond James anchor US broker-dealer 13F positioning. Wealth management scaling, investment banking cycles, prime brokerage economics, and net interest margin dynamics drive distinctive institutional patterns.
Sarah MitchellIndustrial Gas 13Fs: Linde, Air Products, Air Liquide Decoder
Linde, Air Products and Chemicals, Air Liquide, and Praxair (now part of Linde) anchor global industrial gas 13F positioning. Long-term take-or-pay contracts, hydrogen economy positioning, healthcare gas demand, and capital allocation drive distinctive institutional patterns.
Sarah MitchellSpecialty Chemicals 13Fs: Dow, DuPont, LyondellBasell Decoder
Dow, DuPont de Nemours, LyondellBasell Industries, Eastman Chemical, and Westlake Corp anchor US chemicals 13F positioning. Petrochemical cycle dynamics, specialty mix evolution, ESG/sustainability framework, and capital allocation drive distinctive institutional patterns.
Sarah MitchellBroadcasting 13Fs: Fox, Paramount, Comcast, Sinclair Decoder
Fox Corporation, Paramount Global, Comcast (NBCUniversal), Warner Bros Discovery, and Sinclair anchor US broadcasting 13F positioning. Cord-cutting cycles, sports rights economics, advertising market dynamics, and streaming integration drive distinctive institutional patterns.
Sarah MitchellMedical Device 13Fs: Medtronic, Boston Scientific, Stryker
Medtronic, Boston Scientific, Stryker, Edwards Lifesciences, and Intuitive Surgical anchor US medical device 13F positioning. Innovation cycles, structural-heart procedures, robotic surgery, and aging demographics drive distinctive institutional patterns.
Sarah MitchellManaged Care 13Fs: UnitedHealth, Humana, Centene Decoder
UnitedHealth, Humana, Elevance, Centene, and Molina Healthcare anchor US managed care 13F positioning. Medicare Advantage cycles, medical loss ratio dynamics, pharmacy benefit management integration, and regulatory frameworks drive distinctive institutional patterns.
Sarah MitchellDelivery App 13Fs: DoorDash, Uber Eats, Instacart Decoder
DoorDash, Uber Technologies (Uber Eats), Instacart (Maplebear), and Grubhub anchor US-listed food and grocery delivery 13F positioning. Platform economics, advertising revenue scaling, cross-vertical expansion, and capital efficiency drive distinctive institutional patterns.
Sarah MitchellDental 13Fs: Align Technology, Henry Schein, DENTSPLY Decoder
Align Technology, Henry Schein, DENTSPLY SIRONA, and Patterson Companies anchor US dental industry 13F positioning. Invisalign aligner cycles, dental practice consolidation, supplies distribution economics, and consumer discretionary cycle exposure drive distinctive institutional patterns.
Sarah MitchellLab Services 13Fs: LabCorp, Quest Diagnostics Decoder
LabCorp and Quest Diagnostics anchor US clinical laboratory services 13F positioning. Reimbursement cycles, specialty testing growth, drug development services expansion, and consolidation strategies drive distinctive institutional patterns.
Sarah MitchellRideshare 13Fs: Uber, Lyft, DiDi Reading Guide
Uber Technologies, Lyft, and DiDi Global anchor US-listed rideshare 13F positioning. Network effect dynamics, autonomous-driving transition, delivery cross-platform expansion, and gig-economy regulatory frameworks drive distinctive institutional patterns.
Sarah MitchellDrug Retail 13Fs: CVS Health, Walgreens, Rite Aid Decoder
CVS Health and Walgreens Boots Alliance anchor US drug retail 13F positioning. PBM economics, healthcare clinic expansion, store closure cycles, and turnaround dynamics drive distinctive institutional patterns across the cohort.
Sarah MitchellAir Freight 13Fs: FedEx, UPS, Expeditors, C.H. Robinson
FedEx, UPS, Expeditors International, and C.H. Robinson Worldwide anchor US air freight and logistics 13F positioning. Trade flow cycles, e-commerce evolution, intermodal-vs-air dynamics, and capital allocation drive distinctive institutional patterns.
Sarah MitchellAuto Parts Retail 13Fs: AZO, ORLY, GPC, AAP Decoder
AutoZone, O'Reilly Automotive, Genuine Parts, and Advance Auto Parts anchor US auto parts retail 13F positioning. Aging vehicle fleet dynamics, DIY-vs-DIFM mix, distribution-center networks, and capital return discipline drive distinctive institutional patterns.
Sarah MitchellMidstream MLP 13Fs: Energy Transfer, EPD, MPLX Decoder
Energy Transfer, Enterprise Products Partners, MPLX, Plains All American, and Williams Companies anchor US midstream energy 13F positioning. MLP-vs-C-corp tax structures, distribution growth, AI-data-center natural gas demand, and pipeline expansion drive distinctive institutional patterns.
Sarah Mitchell