Updated May 16, 2026 · 798 articles
Learn
Educational guides about 13F filings, insider trading, institutional investing, and how to track smart money moves.
Electrical Equipment 13Fs: Emerson, Rockwell, Hubbell, Eaton
Emerson Electric, Rockwell Automation, Hubbell, Eaton Corporation, and Generac Holdings anchor US electrical equipment 13F positioning. Grid electrification investment, factory automation cycles, data center electrical infrastructure, and capital allocation drive distinctive institutional patterns.
Sarah MitchellAerospace Supplier 13Fs: TransDigm, Howmet, HEICO Decoder
TransDigm, Howmet Aerospace, HEICO, Curtiss-Wright, and Moog anchor US aerospace supplier 13F positioning. Aftermarket high-margin economics, commercial aerospace cycle, defense plus space exposure, and proprietary component franchises drive distinctive institutional patterns.
Sarah MitchellStaffing 13Fs: ManpowerGroup, Robert Half, Kforce Decoder
ManpowerGroup, Robert Half International, Kforce, Heidrick & Struggles, and ASGN anchor US staffing and professional services 13F positioning. Labor market cycles, specialty staffing premium economics, executive search dynamics, and AI disruption drive distinctive institutional patterns.
Sarah MitchellPump & Flow 13Fs: Flowserve, A.O. Smith, Watts Decoder
Flowserve, A.O. Smith, Watts Water Technologies, Xylem, and Roper Technologies anchor US pump, flow, and water 13F positioning. Industrial process cycle exposure, water infrastructure investment, residential water heater replacement, and emerging hydrogen pump demand drive distinctive institutional patterns.
Sarah MitchellCopper Mining 13Fs: Freeport, Southern Copper, Antofagasta
Freeport-McMoRan, Southern Copper, Antofagasta, BHP Group, and Rio Tinto anchor US-traded copper mining 13F positioning. Long-cycle copper demand from electrification, multi-year supply constraints, smelter capacity dynamics, and geopolitical exposure drive distinctive institutional patterns.
Sarah MitchellIndustrial Distribution 13Fs: Fastenal, Grainger, MSC Decoder
Fastenal, W.W. Grainger, MSC Industrial Direct, HD Supply, and Distribution Plus anchor US industrial distribution 13F positioning. MRO market dynamics, e-commerce platform evolution, supply chain digitization, and customer share-of-wallet drive distinctive institutional patterns.
Sarah MitchellHVAC 13Fs: Carrier, Trane Technologies, JCI, Lennox Decoder
Carrier Global, Trane Technologies, Johnson Controls International, Lennox International, and Watsco anchor US HVAC 13F positioning. Data center cooling demand, refrigerant transition cycles, residential replacement demand, and capital allocation drive distinctive institutional patterns.
Sarah MitchellCoatings 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 Mitchell