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.

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May 16, 2026

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.

Luxury 13Fs: LVMH, Kering, Hermes, Richemont Decoder

LVMH Moet Hennessy Louis Vuitton, Kering, Hermes International, Richemont, plus emerging Brunello Cucinelli anchor European-listed luxury 13F positioning. Chinese consumer cycles, European tourist spending, brand-cycle dynamics, and emerging luxury watches drive distinctive institutional patterns.

Cosmetics 13Fs: Estee Lauder, Coty, Ulta Beauty Decoder

Estee Lauder, Coty, Ulta Beauty, e.l.f. Beauty, and Olaplex Holdings anchor US-traded cosmetics 13F positioning. Premium beauty cycles, China travel-retail dynamics, indie brand emerging, and emerging GLP-1 plus skin health drive distinctive institutional patterns.

eVTOL 13Fs: Joby, Archer, EHang, Vertical Aerospace Decoder

Joby Aviation, Archer Aviation, EHang Holdings, Vertical Aerospace, and Eve Holding anchor US-traded electric vertical takeoff and landing (eVTOL) 13F positioning. FAA certification milestones, manufacturing scaling, urban air mobility adoption, and emerging defense applications drive distinctive institutional patterns.

Emerging Space 13Fs: Rocket Lab, AST SpaceMobile, Iridium

Rocket Lab, AST SpaceMobile, Iridium Communications, Planet Labs, and Intuitive Machines anchor US-traded emerging space 13F positioning. Launch cadence economics, satellite constellation deployment, defense plus commercial demand, and emerging space tourism drive distinctive institutional patterns.

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