Smart Watchlists
These watchlists store the thesis, not a stale copy of the ticker list. Dynamic lists resolve from local filing tables when briefs are sent.
Track the seven names that often set the market's growth narrative.
Large-cap platform companies that dominate index-level AI and consumer-tech debates.
Follow Michael Burry's latest disclosed 13F concentration changes.
Top reported positions from Scion Asset Management's latest local 13F rows.
Track the highest-value Berkshire positions as the 13F changes.
Top 10 positions from Berkshire Hathaway's latest local 13F rows.
Watch Bill Ackman's concentrated portfolio as filings update.
Top reported positions from Pershing Square's latest local 13F rows.
Find clustered insider buying with meaningful disclosed dollar size.
Tickers where at least two insiders each bought more than $100k in the last 30 days.
Surface the index names with the sharpest disclosed institutional shifts.
S&P 500 seed universe ranked by the largest quarter-over-quarter local 13F value shift.
Monitor names where a public short thesis may trigger filing scrutiny.
Seeded list of U.S.-listed companies recently named in public short reports.
Follow special situations where the filing trail should change before separation.
Companies with announced separations or spin-offs still pending in 2026.
Track AI capex leverage across chips, racks, networks, power, and security.
Semis, networking, power, and security names tied to AI capex buildout.
Monitor defense budget exposure through large prime contractors.
Major U.S.-listed defense contractors and aerospace primes.