Updated May 16, 2026 · 631 articles
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Educational guides about 13F filings, insider trading, institutional investing, and how to track smart money moves.
Coatings 13Fs: Sherwin-Williams, PPG, RPM International
Sherwin-Williams, PPG Industries, RPM International, Axalta Coating Systems, and AkzoNobel anchor US-traded coatings 13F positioning. Architectural versus industrial mix, housing cycle exposure, automotive refinish dynamics, and capital allocation drive distinctive institutional patterns.
Sarah MitchellWeight Management 13Fs: Hims, WeightWatchers, Novo Nordisk
Hims & Hers Health, WW International (formerly WeightWatchers), Novo Nordisk (NVO ADR), Eli Lilly (LLY), and Roche anchor US-traded weight management 13F positioning. GLP-1 therapy economics, telehealth disruption, traditional program decline, and compounding pharmacy dynamics drive distinctive institutional patterns.
Sarah MitchellFintech 13Fs: PayPal, Block, Affirm, SoFi Decoder
PayPal, Block (formerly Square), Affirm Holdings, SoFi Technologies, and Robinhood Markets anchor US fintech 13F positioning. Payment volume cycles, buy-now-pay-later economics, lending portfolio dynamics, and customer acquisition drive distinctive institutional patterns.
Sarah MitchellSemiconductor Foundry 13Fs: TSMC, GlobalFoundries, UMC Decoder
Taiwan Semiconductor Manufacturing (TSMC), GlobalFoundries, United Microelectronics, plus emerging Samsung Foundry and Intel Foundry Services anchor US-traded semiconductor foundry 13F positioning. Process node leadership, customer concentration, geopolitical risk, and capex cycles drive distinctive institutional patterns.
Sarah MitchellRV 13Fs: Thor Industries, Winnebago, LCI, Camping World
Thor Industries, Winnebago Industries, LCI Industries, Camping World Holdings, and Patrick Industries anchor US recreational vehicle 13F positioning. Dealer inventory cycles, consumer demand cyclicality, RV park investment, and demographic transitions drive distinctive institutional patterns.
Sarah MitchellJewelry 13Fs: Signet, Tiffany (LVMH), Pandora Decoder
Signet Jewelers, Tiffany & Co (LVMH subsidiary), Pandora, plus emerging lab-grown diamond operators anchor US jewelry 13F positioning. Wedding and engagement cycle dynamics, lab-grown diamond disruption, premium-vs-mass-market positioning, and consumer discretionary cycle drive distinctive patterns.
Sarah MitchellTimber REIT 13Fs: Weyerhaeuser, Rayonier, PotlatchDeltic Decoder
Weyerhaeuser, Rayonier, PotlatchDeltic, and Plum Creek Timber (now Weyerhaeuser) anchor US timber REIT 13F positioning. Lumber pricing cycles, timberland acreage economics, conservation easement plus carbon credit emerging revenue, and housing cycle exposure drive distinctive patterns.
Sarah MitchellHome Furniture 13Fs: Williams-Sonoma, RH, Wayfair Decoder
Williams-Sonoma, RH (Restoration Hardware), Wayfair, Floor & Decor, and La-Z-Boy anchor US home furniture and decor 13F positioning. Housing cycle exposure, premium-vs-mass-market mix, DTC channel economics, and capital allocation drive distinctive institutional patterns.
Sarah MitchellTruck OEM 13Fs: PACCAR, Oshkosh, Allison Transmission
PACCAR, Oshkosh, Allison Transmission, Cummins, and emerging Daimler Trucks anchor US truck and commercial vehicle 13F positioning. Class 8 truck cycle, defense and specialty vehicle exposure, emission regulation cycles, and electrification drive distinctive institutional patterns.
Sarah MitchellVideo 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 Mitchell