FSI Sector Allocation
Stock List
FSI Sector Allocation
Stock List
In Depth Sectors
The S&P 500 is comprised of 11 Sectors (GICS Level-1). An investor that buys an S&P 500 Index ETF (ex. SPY) or an S&P index fund is essentially gaining exposure to all 11 sectors according to each sector’s respective weighting in the index. We've included here the ability to drill down and view each Sector, Industry and Stock that makes up the S&P 500 index.
Sectors of the S&P 500
The energy sector consists of all companies that play a part in the oil, gas, and consumable fuels business. This includes companies that find, drill, and extract the commodity. It also includes the companies that refine the material and companies that provide or manufacturer the equipment used in the refinement process. Companies such as Exxon Mobil and Chevron extract and refine gas, while companies like Kinder Morgan transport fuel to gas stations.
Energy Sub-Industries
Oil & Gas Equipment & Services
Manufacturers of equipment, including drilling rigs and equipment, and providers of supplies and services to companies involved in the drilling, evaluation and completion of oil and gas wells.
Integrated Oil & Gas
Integrated oil companies engaged in the exploration & production of oil and gas, as well as at least one other significant activity in either refining, marketing and transportation, or chemicals.
Oil & Gas Exploration & Production
Companies engaged in the exploration and production of oil and gas not classified elsewhere.
| Company Name | Ticker |
|---|---|
| Apache Corporation | APA |
| Cabot Oil & Gas Corporation | COG |
| ConocoPhillips | COP |
| Concho Resources Inc. | CXO |
| Devon Energy Corporation | DVN |
| EOG Resources, Inc. | EOG |
| Diamondback Energy, Inc. | FANG |
| Hess Corporation | HES |
| Marathon Oil Corporation | MRO |
| Noble Energy, Inc. | NBL |
| Pioneer Natural Resources Company | PXD |
Oil & Gas Refining & Marketing
Companies engaged in the refining and marketing of oil, gas and/or refined products not classified in the Integrated Oil & Gas or Independent Power Producers & Energy Traders SubIndustries.
Oil & Gas Storage & Transportation
Companies engaged in the storage and/or transportation of oil, gas and/or refined products. Includes diversified midstream natural gas companies, oil and refined product pipelines, coal slurry pipelines and oil & gas shipping companies.
Companies within the materials sector provide the raw material needed for other sectors to function. This includes the mining companies that provide gold, zinc, and copper, and forestry companies that provide wood. Companies that are not typically associated with materials but are in the sector include container and packaging companies such as the Intertape Polymer Group, a company that produces tape.
Materials Sub-Industries
Commodity Chemicals
Companies that primarily produce industrial chemicals and basic chemicals. Including but not limited to plastics, synthetic fibers, films, commodity-based paints & pigments, explosives and petrochemicals. Excludes chemical companies classified in the Diversified Chemicals, Fertilizers & Agricultural Chemicals, Industrial Gases, or Specialty Chemicals Sub-Industries.
Diversified Chemicals
Manufacturers of a diversified range of chemical products not classified in the Industrial Gases, Commodity Chemicals, Specialty Chemicals or Fertilizers & Agricultural Chemicals SubIndustries.
| Company Name | Ticker |
|---|---|
| Eastman Chemical Company | EMN |
Fertilizers & Agricultural Chemicals
Producers of fertilizers, pesticides, potash or other agriculturerelated chemicals not classified elsewhere.
Industrial Gases
Manufacturers of industrial gases.
Specialty Chemicals
Companies that primarily produce high value-added chemicals used in the manufacture of a wide variety of products, including but not limited to fine chemicals, additives, advanced polymers, adhesives, sealants and specialty paints, pigments and coatings.
Construction Materials
Manufacturers of construction materials including sand, clay, gypsum, lime, aggregates, cement, concrete and bricks. Other finished or semi-finished building materials are classified in the Building Products Sub-Industry.
Metal & Glass Containers
Manufacturers of metal, glass or plastic containers. Includes corks and caps.
| Company Name | Ticker |
|---|---|
| Ball Corporation | BLL |
Paper Packaging
Manufacturers of paper and cardboard containers and packaging.
Copper
Companies involved primarily in copper ore mining.
| Company Name | Ticker |
|---|---|
| Freeport-McMoRan, Inc. | FCX |
Gold
Producers of gold and related products, including companies that mine or process gold and the South African finance houses which primarily invest in, but do not operate, gold mines
| Company Name | Ticker |
|---|---|
| Newmont Corporation | NEM |
Steel
Producers of iron and steel and related products, including metallurgical (coking) coal mining used for steel production.
| Company Name | Ticker |
|---|---|
| Nucor Corporation | NUE |
Industrials include a wide range of companies, from airlines and railroad companies to military weapons manufacturers. Since the range of companies is so large, the sector has 14 different industries. Two of the largest industries are Aerospace & Defense and Construction & Engineering. The best known names within this sector are Delta Air Lines and Southwest Airlines, FedEx Corporation, and Boeing Company.
Industrials Sub-Industries
Aerospace & Defense
Manufacturers of civil or military aerospace and defense equipment, parts or products. Includes defense electronics and space equipment.
| Company Name | Ticker |
|---|---|
| Boeing Company | BA |
| Carrier Global Corp. | CARR |
| General Dynamics Corporation | GD |
| Huntington Ingalls Industries, Inc. | HII |
| Howmet Aerospace Inc. | HWM |
| L3Harris Technologies Inc | LHX |
| Lockheed Martin Corporation | LMT |
| Northrop Grumman Corporation | NOC |
| Otis Worldwide Corporation | OTIS |
| Raytheon Technologies Corporation | RTX |
| TransDigm Group Incorporated | TDG |
| Teledyne Technologies Incorporated | TDY |
| Textron Inc. | TXT |
Building Products
Manufacturers of building components and home improvement products and equipment. Excludes lumber and plywood classified under Forest Products and cement and other materials classified in the Construction Materials Sub-Industry.
Construction & Engineering
Companies engaged in primarily non-residential construction. Includes civil engineering companies and large-scale contractors. Excludes companies classified in the Homebuilding Sub-Industry.
Electrical Components & Equipment
Companies that produce electric cables and wires, electrical components or equipment not classified in the Heavy Electrical Equipment Sub-Industry.
Industrial Conglomerates
Diversified industrial companies with business activities in three or more Sectors, none of which contributes a majority of revenues. Stakes held are predominantly of a controlling nature and stake holders maintain an operational interest in the running of the subsidiaries.
Construction Machinery & Heavy Trucks
Manufacturers of heavy duty trucks, rolling machinery, earthmoving and construction equipment, and manufacturers of related parts. Includes non-military shipbuilding.
Agricultural & Farm Machinery
Companies manufacturing agricultural machinery, farm machinery, and their related parts. Includes machinery used for the production of crops and agricultural livestock, agricultural tractors, planting and fertilizing machinery, fertilizer and chemical application equipment, and grain dryers and blowers.
| Company Name | Ticker |
|---|---|
| Deere & Company | DE |
Industrial Machinery
Manufacturers of industrial machinery and industrial components. Includes companies that manufacture presses, machine tools, compressors, pollution control equipment, elevators, escalators, insulators, pumps, roller bearings and other metal fabrications.
| Company Name | Ticker |
|---|---|
| Dover Corporation | DOV |
| Flowserve Corporation | FLS |
| Fortive Corp. | FTV |
| IDEX Corporation | IEX |
| Ingersoll Rand Inc. | IR |
| Illinois Tool Works Inc. | ITW |
| Parker-Hannifin Corporation | PH |
| Pentair plc | PNR |
| Snap-on Incorporated | SNA |
| Stanley Black & Decker, Inc. | SWK |
| Trane Technologies plc | TT |
| Xylem Inc. | XYL |
Trading Companies & Distributors
Trading companies and other distributors of industrial equipment and products.
Environmental & Facilities Services
Companies providing environmental and facilities maintenance services. Includes waste management, facilities management and pollution control services. Excludes large-scale water treatment systems classified in the Water Utilities Sub-Industry.
Diversified Support Services
Providers of office services and manufacturers of office supplies and equipment not classified elsewhere.
Human Resource & Employment Services
Companies providing business support services relating to human capital management. Includes employment agencies, employee training, payroll & benefit support services, retirement support services and temporary agencies.
| Company Name | Ticker |
|---|---|
| Robert Half International Inc. | RHI |
Research & Consulting Services
Companies primarily providing research and consulting services to businesses and governments not classified elsewhere. Includes companies involved in management consulting services, architectural design, business information or scientific research, marketing, and testing & certification services. Excludes companies providing information technology consulting services classified in the IT Consulting & Other Services Sub-Industry.
Air Freight & Logistics
Companies providing air freight transportation, courier and logistics services, including package and mail delivery and customs agents. Excludes those companies classified in the Airlines, Marine or Trucking Sub-Industries.
Airlines
Companies providing primarily passenger air transportation.
Railroads
Companies providing primarily goods and passenger rail transportation.
Trucking
Companies providing primarily goods and passenger land transportation. Includes vehicle rental and taxi companies.
Discretionary consumer products are luxury items or services that are not necessary for survival. The demand for these items depends on economic conditions and the wealth of individuals. Products include cars, jewelry, sporting goods, and electronic devices. Luxury experiences include trips, stays at hotels, or dining in a posh restaurant. Most companies in this sector are easily recognized. Some examples include Starbucks, Best Buy, and Amazon.
Consumer Discretionary Sub-Industries
Auto Parts & Equipment
Manufacturers of parts and accessories for automobiles and motorcycles. Excludes companies classified in the Tires & Rubber Sub-Industry.
Automobile Manufacturers
Companies that produce mainly passenger automobiles and light trucks. Excludes companies producing mainly motorcycles and three-wheelers classified in the Motorcycle Manufacturers Sub-Industry and heavy duty trucks classified in the Construction Machinery & Heavy Trucks Sub-Industry.
Consumer Electronics
Manufacturers of consumer electronics products including TVs, home audio equipment, game consoles, digital cameras, and related products. Excludes personal home computer manufacturers classified in the Technology Hardware, Storage & Peripherals Sub-Industry, and electric household appliances classified in the Household Appliances Sub-Industry.
| Company Name | Ticker |
|---|---|
| Garmin Ltd. | GRMN |
Home Furnishings
Manufacturers of soft home furnishings or furniture, including upholstery, carpets and wall-coverings.
Homebuilding
Residential construction companies. Includes manufacturers of prefabricated houses and semi-fixed manufactured homes.
Household Appliances
Manufacturers of electric household appliances and related products. Includes manufacturers of power and hand tools, including garden improvement tools. Excludes TVs and other audio and video products classified in the Consumer Electronics Sub-Industry and personal computers classified in the Technology Hardware, Storage & Peripherals Sub-Industry.
| Company Name | Ticker |
|---|---|
| Whirlpool Corporation | WHR |
Housewares & Specialties
Manufacturers of durable household products, including cutlery, cookware, glassware, crystal, silverware, utensils, kitchenware and consumer specialties not classified elsewhere.
| Company Name | Ticker |
|---|---|
| Newell Brands Inc | NWL |
Leisure Products
Manufacturers of leisure products and equipment including sports equipment, bicycles and toys.
| Company Name | Ticker |
|---|---|
| Hasbro, Inc. | HAS |
Apparel, Accessories & Luxury Goods
Manufacturers of apparel, accessories & luxury goods. Includes companies primarily producing designer handbags, wallets, luggage, jewelry and watches. Excludes shoes classified in the Footwear Sub-Industry.
Footwear
Manufacturers of footwear. Includes sport and leather shoes.
| Company Name | Ticker |
|---|---|
| NIKE, Inc. Class B | NKE |
Casinos & Gaming
Owners and operators of casinos and gaming facilities. Includes companies providing lottery and betting services.
Hotels, Resorts & Cruise Lines
Owners and operators of hotels, resorts and cruise-ships. Includes travel agencies, tour operators and related services not classified elsewhere. Excludes casino-hotels classified in the Casinos & Gaming Sub-Industry.
Restaurants
Owners and operators of restaurants, bars, pubs, fast-food or take-out facilities. Includes companies that provide food catering services.
Specialized Consumer Services
Companies providing consumer services not classified elsewhere. Includes residential services, home security, legal services, personal services, renovation & interior design services, consumer auctions and wedding & funeral services.
| Company Name | Ticker |
|---|---|
| H&R Block, Inc. | HRB |
Distributors
Distributors and wholesalers of general merchandise not classified elsewhere. Includes vehicle distributors.
Internet & Direct Marketing Retail
Companies providing retail services primarily on the Internet, through mail order, and TV home shopping retailers. Also includes companies providing online marketplaces for consumer products and services.
Department Stores
Owners and operators of department stores.
| Company Name | Ticker |
|---|---|
| Kohl's Corporation | KSS |
General Merchandise Stores
Owners and operators of stores offering diversified general merchandise. Excludes hypermarkets and large-scale super centers classified in the Hypermarkets & Super Centers Sub-Industry.
Apparel Retail
Retailers specialized mainly in apparel and accessories.
Computer & Electronics Retail
Owners and operators of consumer electronics, computers, video and related products retail stores.
| Company Name | Ticker |
|---|---|
| Best Buy Co., Inc. | BBY |
Home Improvement Retail
Owners and operators of home and garden improvement retail stores. Includes stores offering building materials and supplies.
Specialty Stores
Owners and operators of specialty retail stores not classified elsewhere. Includes jewelry stores, toy stores, office supply stores, health & vision care stores, and book & entertainment stores.
Automotive Retail
Owners and operators of stores specializing in automotive retail. Includes auto dealers, gas stations, and retailers of auto accessories, motorcycles & parts, automotive glass, and automotive equipment & parts.
Consumer staples companies provide all the necessities of life. This includes food and beverage companies, household product providers, and personal product providers. Consumer staple companies are well known, since people see their products in stores regularly. For example, Procter & Gamble is a famous company within this sector, which produces bleach and laundry detergent under brand names such as Dawn and Tide. Another example is Kroger, which is the largest supermarket chain in the U.S.
Consumer Staples Sub-Industries
Drug Retail
Owners and operators of primarily drug retail stores and pharmacies.
| Company Name | Ticker |
|---|---|
| Walgreens Boots Alliance Inc | WBA |
Food Distributors
Distributors of food products to other companies and not directly to the consumer.
| Company Name | Ticker |
|---|---|
| Sysco Corporation | SYY |
Food Retail
Owners and operators of primarily food retail stores.
| Company Name | Ticker |
|---|---|
| Kroger Co. | KR |
Hypermarkets & Super Centers
Owners and operators of hypermarkets and super centers selling food and a wide-range of consumer staple products. Excludes Food and Drug Retailers classified in the Food Retail and Drug Retail Sub-Industries, respectively.
Brewers
Producers of beer and malt liquors. Includes breweries not classified in the Restaurants Sub-Industry.
| Company Name | Ticker |
|---|---|
| Molson Coors Beverage Company Class B | TAP |
Distillers & Vintners
Distillers, vintners and producers of alcoholic beverages not classified in the Brewers Sub-Industry.
Soft Drinks
Producers of non-alcoholic beverages including mineral waters. Excludes producers of milk classified in the Packaged Foods Sub-Industry.
Agricultural Products
Producers of agricultural products. Includes crop growers, owners of plantations and companies that produce and process foods but do not package and market them. Excludes companies classified in the Forest Products Sub-Industry and those that package and market the food products classified in the Packaged Foods Sub-Industry.
| Company Name | Ticker |
|---|---|
| Archer-Daniels-Midland Company | ADM |
Packaged Foods & Meats
Producers of packaged foods including dairy products, fruit juices, meats, poultry, fish and pet foods.
| Company Name | Ticker |
|---|---|
| Conagra Brands, Inc. | CAG |
| Campbell Soup Company | CPB |
| General Mills, Inc. | GIS |
| Hormel Foods Corporation | HRL |
| Hershey Company | HSY |
| Kellogg Company | K |
| Kraft Heinz Company | KHC |
| Lamb Weston Holdings, Inc. | LW |
| Mondelez International, Inc. Class A | MDLZ |
| McCormick & Company, Incorporated | MKC |
| J.M. Smucker Company | SJM |
| Tyson Foods, Inc. Class A | TSN |
Tobacco
Manufacturers of cigarettes and other tobacco products.
Household Products
Producers of non-durable household products, including detergents, soaps, diapers and other tissue and household paper products not classified in the Paper Products Sub-Industry.
Personal Products
Manufacturers of personal and beauty care products, including cosmetics and perfumes.
Health care consists of medical supply companies, pharmaceutical companies, and scientific-based operations or services that aim to improve the human body or mind. Familiar names include Johnson & Johnson, a medical device and pharmaceutical company that owns Tylenol, and Abiomed, which manufactures medical implant devices.Cannabis companies are a new, but rapidly growing, part of the health care sector. Currently, the more well-known ones include Canopy Growth Corp. and Aurora Cannabis, with market caps of $23 billion and $12 billion, respectively.
Health Care Sub-Industries
Health Care Equipment
Manufacturers of health care equipment and devices. Includes medical instruments, drug delivery systems, cardiovascular & orthopedic devices, and diagnostic equipment.
| Company Name | Ticker |
|---|---|
| ABIOMED, Inc. | ABMD |
| Abbott Laboratories | ABT |
| Baxter International Inc. | BAX |
| Becton, Dickinson and Company | BDX |
| Boston Scientific Corporation | BSX |
| Danaher Corporation | DHR |
| DexCom, Inc. | DXCM |
| Edwards Lifesciences Corporation | EW |
| Hologic, Inc. | HOLX |
| IDEXX Laboratories, Inc. | IDXX |
| Intuitive Surgical, Inc. | ISRG |
| Medtronic Plc | MDT |
| ResMed Inc. | RMD |
| STERIS Plc | STE |
| Stryker Corporation | SYK |
| Teleflex Incorporated | TFX |
| Varian Medical Systems, Inc. | VAR |
| Zimmer Biomet Holdings, Inc. | ZBH |
Health Care Supplies
Manufacturers of health care supplies and medical products not classified elsewhere. Includes eye care products, hospital supplies, and safety needle & syringe devices.
Health Care Distributors
Distributors and wholesalers of health care products not classified elsewhere.
Health Care Services
Providers of patient health care services not classified elsewhere. Includes dialysis centers, lab testing services, and pharmacy management services. Also includes companies providing business support services to health care providers, such as clerical support services, collection agency services, staffing services and outsourced sales & marketing services.
Health Care Facilities
Managed Health Care
Owners and operators of Health Maintenance Organizations (HMOs) and other managed plans.
Health Care Technology
Companies providing information technology services primarily to health care providers. Includes companies providing application, systems and/or data processing software, internetbased tools, and IT consulting services to doctors, hospitals or businesses operating primarily in the Health Care Sector.
| Company Name | Ticker |
|---|---|
| Cerner Corporation | CERN |
Biotechnology
Companies primarily engaged in the research, development, manufacturing and/or marketing of products based on genetic analysis and genetic engineering. Includes companies specializing in protein-based therapeutics to treat human diseases. Excludes companies manufacturing products using biotechnology but without a health care application.
Pharmaceuticals
Companies engaged in the research, development or production of pharmaceuticals. Includes veterinary drugs.
Life Sciences Tools & Services
Companies enabling the drug discovery, development and production continuum by providing analytical tools, instruments, consumables & supplies, clinical trial services and contract research services. Includes firms primarily servicing the pharmaceutical and biotechnology industries.
The financial sector includes all companies involved in finance, investing, and the movement or storage of money. It includes banks, credit card issuers, credit unions, insurance companies, and mortgage real estate investment trusts (REITs). Companies within this sector are usually relatively stable, as many are mature, well-established firms. Banks in this sector include Bank of America Corp, JPMorgan Chase & Co., and Goldman Sachs. Other notable sector names include Berkshire Hathaway, American Express, and Aon plc.
Financials Sub-Industries
Diversified Banks
Large, geographically diverse banks with a national footprint whose revenues are derived primarily from conventional banking operations, have significant business activity in retail banking and small and medium corporate lending, and provide a diverse range of financial services. Excludes banks classified in the Regional Banks and Thrifts & Mortgage Finance Sub-Industries. Also excludes investment banks classified in the Investment Banking & Brokerage Sub-Industry.
Regional Banks
Commercial banks whose businesses are derived primarily from conventional banking operations and have significant business activity in retail banking and small and medium corporate lending. Regional banks tend to operate in limited geographic regions. Excludes companies classified in the Diversified Banks and Thrifts & Mortgage Banks sub-industries. Also excludes investment banks classified in the Investment Banking & Brokerage Sub-Industry.
| Company Name | Ticker |
|---|---|
| Citizens Financial Group, Inc. | CFG |
| Comerica Incorporated | CMA |
| Fifth Third Bancorp | FITB |
| First Republic Bank | FRC |
| Huntington Bancshares Incorporated | HBAN |
| KeyCorp | KEY |
| M&T Bank Corporation | MTB |
| People's United Financial, Inc. | PBCT |
| PNC Financial Services Group, Inc. | PNC |
| Regions Financial Corporation | RF |
| SVB Financial Group | SIVB |
| Truist Financial Corporation | TFC |
| Zions Bancorporation, N.A. | ZION |
Multi-Sector Holdings
A company with significantly diversified holdings across three or more Sectors, none of which contributes a majority of profit and/or sales. Stakes held are predominantly of a non-controlling nature. Includes diversified financial companies where stakes held are of a controlling nature. Excludes other diversified companies classified in the Industrials Conglomerates SubIndustry.
| Company Name | Ticker |
|---|---|
| Berkshire Hathaway Inc. Class B | BRK.B |
Consumer Finance
Providers of consumer finance services, including personal credit, credit cards, lease financing, travel-related money services and pawn shops. Excludes mortgage lenders classified in the Thrifts & Mortgage Finance Sub-Industry
Asset Management & Custody Banks
Financial institutions primarily engaged in investment management and/or related custody and securities fee-based services. Includes companies operating mutual funds, closedend funds and unit investment trusts. Excludes banks and other financial institutions primarily involved in commercial lending, investment banking, brokerage and other specialized financial activities
Investment Banking & Brokerage
Financial institutions primarily engaged in investment banking & brokerage services, including equity and debt underwriting, mergers and acquisitions, securities lending and advisory services. Excludes banks and other financial institutions primarily involved in commercial lending, asset management and specialized financial activities.
Financial Exchanges & Data
Financial exchanges for securities, commodities, derivatives and other financial instruments, and providers of financial decision support tools and products including ratings agencies.
Insurance Brokers
Insurance and reinsurance brokerage firms.
Life & Health Insurance
Companies providing primarily life, disability, indemnity or supplemental health insurance. Excludes managed care companies classified in the Managed Health Care Sub-Industry.
Multi-line Insurance
Insurance companies with diversified interests in life, health and property and casualty insurance.
Property & Casualty Insurance
Companies providing primarily property and casualty insurance.
Reinsurance
Companies providing primarily reinsurance.
| Company Name | Ticker |
|---|---|
| Everest Re Group, Ltd. | RE |
The information technology – IT – sector consists of companies that develop or distribute technological items or services, and includes internet companies. Technology products include computers, microprocessors, and operating systems. Example of companies in this sector includes big names like Microsoft Corporation, Oracle Corp., and Mastercard Inc. This sector has seen a lot of change in recent years because of the rapid rise in technology-based companies.
Information Technology Sub-Industries
IT Consulting & Other Services
Providers of information technology and systems integration services not classified in the Data Processing & Outsourced Services Sub-Industry. Includes information technology consulting and information management services.
Data Processing & Outsourced Svcs.
| Company Name | Ticker |
|---|---|
| Automatic Data Processing, Inc. | ADP |
| Broadridge Financial Solutions, Inc. | BR |
| Fidelity National Information Services, Inc. | FIS |
| Fiserv, Inc. | FISV |
| FLEETCOR Technologies, Inc. | FLT |
| Global Payments Inc. | GPN |
| Jack Henry & Associates, Inc. | JKHY |
| Mastercard Incorporated Class A | MA |
| Paychex, Inc. | PAYX |
| PayPal Holdings Inc | PYPL |
| Visa Inc. Class A | V |
| Western Union Company | WU |
Internet Services & Infrastructure
Application Software
Companies engaged in developing and producing software designed for specialized applications for the business or consumer market. Includes enterprise and technical software as well as cloud-based software. Excludes companies classified in the Interactive Home Entertainment Sub-Industry. Excludes companies classified in the Home Entertainment Software SubIndustry. Also excludes companies producing systems or database management software classified in the Systems Software Sub-Industry.
Systems Software
Companies engaged in developing and producing systems and database management software.
Communications Equipment
Technology Hardware, Storage & Peripherals
Manufacturers of cellular phones, personal computers, servers, electronic computer components and peripherals. Includes data storage components, motherboards, audio and video cards, monitors, keyboards, printers, and other peripherals. Excludes semiconductors classified in the Semiconductors Sub-Industry.
Electronic Equipment & Instruments
Manufacturers of electronic equipment and instruments including analytical, electronic test and measurement instruments, scanner/barcode products, lasers, display screens, point-of-sales machines, and security system equipment.
Electronic Components
Manufacturers of electronic components. Includes electronic components, connection devices, electron tubes, electronic capacitors and resistors, electronic coil, printed circuit board, transformer and other inductors, signal processing technology/components.
Electronic Manufacturing Services
Producers of electronic equipment mainly for the OEM (Original Equipment Manufacturers) markets.
Technology Distributors
Distributors of technology hardware and equipment. Includes distributors of communications equipment, computers & peripherals, semiconductors, and electronic equipment and components.
| Company Name | Ticker |
|---|---|
| CDW Corp. | CDW |
Semiconductor Equipment
Semiconductors
Manufacturers of semiconductors and related products, including manufacturers of solar modules and cells.
| Company Name | Ticker |
|---|---|
| Analog Devices, Inc. | ADI |
| Advanced Micro Devices, Inc. | AMD |
| Broadcom Inc. | AVGO |
| Intel Corporation | INTC |
| Microchip Technology Incorporated | MCHP |
| Micron Technology, Inc. | MU |
| Maxim Integrated Products, Inc. | MXIM |
| NVIDIA Corporation | NVDA |
| QUALCOMM Incorporated | QCOM |
| Qorvo, Inc. | QRVO |
| Skyworks Solutions, Inc. | SWKS |
| Texas Instruments Incorporated | TXN |
| Xilinx, Inc. | XLNX |
The communication services sector consists of companies that keep people connected. This includes internet providers and phone plan providers. The more exciting part of the sector includes media, entertainment, and interactive media & services companies. Netflix Inc. and Walt Disney Co. are considered part of the communication services sector. Other companies within this sector include AT&T, CBS Corp., and Facebook.
Communication Services Sub-Industries
Alternative Carriers
Providers of communications and high-density data transmission services primarily through a high bandwidth/fiberoptic cable network.
| Company Name | Ticker |
|---|---|
| CenturyLink, Inc. | CTL |
Integrated Telecommunication Services
Operators of primarily fixed-line telecommunications networks and companies providing both wireless and fixed-line telecommunications services not classified elsewhere. Also includes internet service providers offering internet access to end users.
Wireless Telecommunication Services
Providers of primarily cellular or wireless telecommunication services.
| Company Name | Ticker |
|---|---|
| T-Mobile US, Inc. | TMUS |
Advertising
Companies providing advertising, marketing or public relations services.
Broadcasting
Owners and operators of television or radio broadcasting systems, including programming. Includes radio and television broadcasting, radio networks, and radio stations.
Cable & Satellite
Providers of cable or satellite television services. Includes cable networks and program distribution.
Publishing
Publishers of newspapers, magazines and books in print or electronic formats.
Movies & Entertainment
Companies that engage in producing and selling entertainment products and services, including companies engaged in the production, distribution and screening of movies and television shows, producers and distributors of music, entertainment theaters and sports teams. Also includes companies offering and/or producing entertainment content streamed online.
Interactive Home Entertainment
Producers of interactive gaming products, including mobile gaming applications. Also includes educational software used primarily in the home. Excludes online gambling companies classified in the Casinos & Gaming Sub-Industry.
Interactive Media & Services
Companies engaging in content and information creation or distribution through proprietary platforms, where revenues are derived primarily through pay-per-click advertisements. Includes search engines, social media and networking platforms, online classifieds, and online review companies. Excludes companies operating online marketplaces classified in Internet & Direct Marketing Retail.
Utility companies provide or generate electricity, water, and gas to buildings and households. For example, Duke Energy generates and distributes electricity, and Southern Company provides gas and electricity. Many utility companies are developing more renewable energy sources.
Utilities Sub-Industries
Electric Utilities
Companies that produce or distribute electricity. Includes both nuclear and non-nuclear facilities.
| Company Name | Ticker |
|---|---|
| American Electric Power Company, Inc. | AEP |
| Duke Energy Corporation | DUK |
| Edison International | EIX |
| Eversource Energy | ES |
| Entergy Corporation | ETR |
| Evergy, Inc. | EVRG |
| Exelon Corporation | EXC |
| FirstEnergy Corp. | FE |
| Alliant Energy Corp | LNT |
| NextEra Energy, Inc. | NEE |
| Pinnacle West Capital Corporation | PNW |
| PPL Corporation | PPL |
| Southern Company | SO |
| Xcel Energy Inc. | XEL |
Gas Utilities
Companies whose main charter is to distribute and transmit natural and manufactured gas. Excludes companies primarily involved in gas exploration or production classified in the Oil & Gas Exploration & Production Sub-Industry. Also excludes companies engaged in the storage and/or transportation of oil, gas, and/or refined products classified in the Oil & Gas Storage & Transportation Sub-Industry.
| Company Name | Ticker |
|---|---|
| Atmos Energy Corporation | ATO |
Multi-Utilities
Utility companies with significantly diversified activities in addition to core Electric Utility, Gas Utility and/or Water Utility operations.
Water Utilities
Companies that purchase and redistribute water to the endconsumer. Includes large-scale water treatment systems.
| Company Name | Ticker |
|---|---|
| American Water Works Company, Inc. | AWK |
Independent Power Producers & Energy Traders
Companies that operate as Independent Power Producers (IPPs), Gas & Power Marketing & Trading Specialists and/or Integrated Energy Merchants. Excludes producers of electricity using renewable sources, such as solar power, hydropower, and wind power. Also excludes electric transmission companies and utility distribution companies classified in the Electric Utilities Sub-Industry.
As the name suggests, the newest addition to the S&P sectors includes Real Estate Investment Trusts (REITs), as well as realtors and other companies. The real estate sector makes up 2.9% of the S&P 500. Companies in the sector include American Tower Corp., Boston Properties, and Equinix.
Real Estate Sub-Industries
Industrial REITs
Companies or Trusts engaged in the acquisition, development, ownership, leasing, management and operation of industrial properties. Includes companies operating industrial warehouses and distribution properties.
Hotel & Resort REITs
Companies or Trusts engaged in the acquisition, development, ownership, leasing, management and operation of hotel and resort properties.
| Company Name | Ticker |
|---|---|
| Host Hotels & Resorts, Inc. | HST |
Office REITs
Companies or Trusts engaged in the acquisition, development, ownership, leasing, management and operation of office properties.
Health Care REITs
Companies or Trusts engaged in the acquisition, development, ownership, leasing, management and operation of properties serving the health care industry, including hospitals, nursing homes, and assisted living properties.
Residential REITs
Companies or Trusts engaged in the acquisition, development, ownership, leasing, management and operation of residential properties including multifamily homes, apartments, manufactured homes and student housing properties.
Retail REITs
Companies or Trusts engaged in the acquisition, development, ownership, leasing, management and operation of shopping malls, outlet malls, neighborhood and community shopping centers.
Specialized REITs
Companies or Trusts engaged in the acquisition, development, ownership, leasing, management and operation of properties not classified elsewhere. Includes trusts that operate and invest in storage properties. It also includes REITs that do not generate a majority of their revenues and income from real estate rental and leasing operations.
Real Estate Services
Real estate service providers such as real estate agents, brokers & real estate appraisers.
| Company Name | Ticker |
|---|---|
| CBRE Group, Inc. Class A | CBRE |
