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.
Apartment 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 MitchellPayment Network 13Fs: Visa, Mastercard, American Express Inside
Visa, Mastercard, American Express, plus Discover Financial (pending Capital One merger) anchor US payment network 13F positioning. Multi-year payment volume growth, cross-border travel recovery, plus emerging emerging instant payment dynamics drive distinctive institutional patterns.
Sarah MitchellCybersecurity 13Fs: Palo Alto, CrowdStrike, Fortinet, Zscaler
Palo Alto Networks, CrowdStrike, Fortinet, Zscaler, SentinelOne, plus CyberArk and Tenable anchor US cybersecurity 13F positioning. Multi-year emerging platform consolidation, AI-driven threat detection, plus emerging emerging CrowdStrike July 2024 outage drive distinctive institutional patterns.
Sarah MitchellMemory Semi 13Fs: Micron, Western Digital, SanDisk Decoded
Micron Technology, Western Digital, plus SK Hynix and Samsung Memory anchor US-traded memory semiconductor 13F positioning. Multi-year DRAM-NAND-HBM cycle, AI-driven memory demand, plus emerging emerging Western Digital flash spinoff drive distinctive institutional patterns.
Sarah MitchellSemiconductor Foundry 13Fs: TSMC, GlobalFoundries, Intel Foundry
Taiwan Semiconductor Manufacturing (TSMC), GlobalFoundries, plus Intel Foundry (within INTC), Samsung Foundry (within Samsung Electronics), plus UMC anchor semiconductor foundry 13F positioning. Multi-year emerging leading-edge node transitions, AI accelerator demand, plus emerging emerging geopolitical dynamics drive distinctive institutional patterns.
Sarah MitchellCasino & Gaming 13Fs: LVS, Wynn, MGM, Caesars, DraftKings
Las Vegas Sands, Wynn Resorts, MGM Resorts International, Caesars Entertainment, DraftKings, Flutter Entertainment, plus Boyd Gaming and Penn Entertainment anchor US-traded casino and gaming 13F positioning. Multi-year Macau recovery, US online sports betting growth, plus emerging emerging digital gaming drive distinctive institutional patterns.
Sarah MitchellHotel Brand 13Fs: Marriott, Hilton, Hyatt, IHG, Wyndham Decoded
Marriott International, Hilton Worldwide, Hyatt Hotels, IHG, Wyndham Hotels & Resorts, plus Choice Hotels and Sonder anchor US-traded hotel brand 13F positioning. Multi-year asset-light expansion, loyalty program economics, plus emerging emerging emerging international growth drive distinctive institutional patterns.
Sarah MitchellHotel REIT 13Fs: Host Hotels, Park Hotels, Apple Hospitality
Host Hotels & Resorts, Park Hotels & Resorts, Apple Hospitality REIT, Pebblebrook Hotel Trust, plus Ryman Hospitality and Service Properties Trust anchor US hotel REIT 13F positioning. Multi-year RevPAR dynamics, business travel recovery, plus emerging emerging group meetings drive distinctive institutional patterns.
Sarah Mitchell