Updated May 16, 2026 · 798 articles
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Educational guides about 13F filings, insider trading, institutional investing, and how to track smart money moves.
Social Media 13Fs: Meta, Snap, Pinterest, Reddit Inside Holdings
Meta Platforms, Snap, Pinterest, Reddit (IPO March 2024), Match Group, plus Bumble and Roblox anchor US social media 13F positioning. Multi-year emerging AI-driven personalization, advertising-vs-subscription mix, plus emerging emerging TikTok regulatory dynamics drive distinctive institutional patterns.
Sarah MitchellVideo Streaming 13Fs: Netflix, Disney, Warner, Paramount, Roku
Netflix, Disney, Warner Bros. Discovery, Paramount Global (post-Skydance merger), Roku, plus Spotify and fuboTV anchor US-traded video streaming 13F positioning. Multi-year emerging password sharing crackdown, ad-tier monetization, plus emerging emerging sports streaming rights drive distinctive institutional patterns.
Sarah MitchellFood Delivery 13Fs: DoorDash, Uber Eats, Instacart, Wonder Inside
DoorDash, Uber Eats (within Uber), Instacart (Maplebear), plus Grubhub (Wonder Group post-acquisition) and Just Eat Takeaway anchor US-traded food delivery 13F positioning. Multi-year emerging restaurant marketplace dynamics, grocery delivery growth, plus emerging emerging non-restaurant expansion drive distinctive institutional patterns.
Sarah MitchellRide-Hailing 13Fs: Uber, Lyft, DiDi, Grab Through Smart Money
Uber Technologies, Lyft, DiDi Global, plus Grab Holdings and GoTo Group anchor US-traded ride-hailing 13F positioning. Multi-year emerging Uber Eats plus Uber Freight expansion, autonomous vehicle dynamics, plus emerging emerging international ride-hailing dynamics drive distinctive institutional patterns.
Sarah MitchellERP 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 Mitchell