Closed doomspork closed 2 weeks ago
@samuelpordeus @gemantzu I'm actually thinking what might be better here is further alignment with GISC to include sector, group, and sector: https://www.msci.com/our-solutions/indexes/gics
Thoughts? Maybe I'm over complicating this 🤔
Hello @dzachrich and @LatitudeAdjustment! Appreciate you reaching out on LI @dzachrich to get involved with the Elixir Companies project 🎉
One of the first areas I'm looking to fix up (it's been an ongoing issue) is our use of Industries. This PR is just a spike and I'm not admittedly in love with this so would welcome your feedback here as a kicking off point!
One of the original issues/discussions: https://github.com/beam-community/elixir-companies/issues/497
Using GICS Sector + Industry, this is the complete list:
ENERGY > ENERGY EQUIPMENT & SERVICES ENERGY > OIL, GAS & CONSUMABLE FUELS
MATERIALS > CHEMICALS MATERIALS > CONSTRUCTION MATERIALS MATERIALS > CONTAINERS & PACKAGING MATERIALS > METALS & MINING MATERIALS > PAPER & FOREST PRODUCTS
INDUSTRIALS > AEROSPACE & DEFENSE INDUSTRIALS > BUILDING PRODUCTS INDUSTRIALS > CONSTRUCTION & ENGINEERING INDUSTRIALS > ELECTRICAL EQUIPMENT INDUSTRIALS > INDUSTRIAL CONGLOMERATES INDUSTRIALS > MACHINERY INDUSTRIALS > COMMERCIAL SERVICES & SUPPLIES INDUSTRIALS > PROFESSIONAL SERVICES INDUSTRIALS > AIR FREIGHT & LOGISTICS INDUSTRIALS > AIRLINES INDUSTRIALS > MARINE INDUSTRIALS > ROAD & RAIL INDUSTRIALS > TRANSPORTATION INFRASTRUCTURE INDUSTRIALS > TRADING COMPANIES & DISTRIBUTORS
CONSUMER DISCRETIONARY > AUTO COMPONENTS CONSUMER DISCRETIONARY > AUTOMOBILES CONSUMER DISCRETIONARY > HOUSEHOLD DURABLES CONSUMER DISCRETIONARY > LEISURE PRODUCTS CONSUMER DISCRETIONARY > TEXTILES, APPAREL & LUXURY GOODS CONSUMER DISCRETIONARY > HOTELS, RESTAURANTS & LEISURE CONSUMER DISCRETIONARY > DIVERSIFIED CONSUMER SERVICES CONSUMER DISCRETIONARY > DISTRIBUTORS CONSUMER DISCRETIONARY > INTERNET & DIRECT MARKETING RETAIL CONSUMER DISCRETIONARY > MULTILINE RETAIL CONSUMER DISCRETIONARY > SPECIALTY RETAIL
CONSUMER STAPLES > FOOD & STAPLES RETAILING CONSUMER STAPLES > BEVERAGES CONSUMER STAPLES > FOOD PRODUCTS CONSUMER STAPLES > TOBACCO CONSUMER STAPLES > HOUSEHOLD PRODUCTS CONSUMER STAPLES > PERSONAL PRODUCTS
HEALTH CARE > HEALTH CARE EQUIPMENT & SUPPLIES HEALTH CARE > HEALTH CARE PROVIDERS & SERVICES HEALTH CARE > HEALTH CARE TECHNOLOGY HEALTH CARE > BIOTECHNOLOGY HEALTH CARE > PHARMACEUTICALS HEALTH CARE > LIFE SCIENCES TOOLS & SERVICES
FINANCIALS > BANKS FINANCIALS > THRIFTS & MORTGAGE FINANCE FINANCIALS > DIVERSIFIED FINANCIAL SERVICES FINANCIALS > CONSUMER FINANCE FINANCIALS > CAPITAL MARKETS FINANCIALS > MORTGAGE REAL ESTATE INVESTMENT TRUSTS (REITS) FINANCIALS > INSURANCE
INFORMATION TECHNOLOGY > IT SERVICES INFORMATION TECHNOLOGY > SOFTWARE INFORMATION TECHNOLOGY > COMMUNICATIONS EQUIPMENT INFORMATION TECHNOLOGY > TECHNOLOGY HARDWARE, STORAGE & PERIPHERALS INFORMATION TECHNOLOGY > ELECTRONIC EQUIPMENT, INSTRUMENTS & COMPONENTS INFORMATION TECHNOLOGY > SEMICONDUCTORS & SEMICONDUCTOR EQUIPMENT
COMMUNICATION SERVICES > DIVERSIFIED TELECOMMUNICATION SERVICES COMMUNICATION SERVICES > WIRELESS TELECOMMUNICATION SERVICES COMMUNICATION SERVICES > MEDIA COMMUNICATION SERVICES > ENTERTAINMENT COMMUNICATION SERVICES > INTERACTIVE MEDIA & SERVICES
UTILITIES > ELECTRIC UTILITIES UTILITIES > GAS UTILITIES UTILITIES > MULTI-UTILITIES UTILITIES > WATER UTILITIES UTILITIES > INDEPENDENT POWER AND RENEWABLE ELECTRICITY PRODUCERS
REAL ESTATE > EQUITY REAL ESTATE INVESTMENT TRUSTS (REITS) REAL ESTATE > REAL ESTATE MANAGEMENT & DEVELOPMENT
With the help of ChatGPT I got the data formatted in a way we can actually use it:
%{
"Communication Services" => [
"Interactive Media & Services",
"Entertainment",
"Media",
"Wireless Telecommunication Services",
"Diversified Telecommunication Services"
],
"Consumer Discretionary" => [
"Specialty Retail",
"Multiline Retail",
"Internet & Direct Marketing Retail",
"Distributors",
"Diversified Consumer Services",
"Hotels, Restaurants & Leisure",
"Textiles, Apparel & Luxury Goods",
"Leisure Products",
"Household Durables",
"Automobiles",
"Auto Components"
],
"Consumer Staples" => [
"Personal Products",
"Household Products",
"Tobacco",
"Food Products",
"Beverages",
"Food & Staples Retailing"
],
"Energy" => ["Oil, Gas & Consumable Fuels", "Energy Equipment & Services"],
"Financials" => [
"Insurance",
"Mortgage Real Estate Investment Trusts (reits)",
"Capital Markets",
"Consumer Finance",
"Diversified Financial Services",
"Thrifts & Mortgage Finance",
"Banks"
],
"Health Care" => [
"Life Sciences Tools & Services",
"Pharmaceuticals",
"Biotechnology",
"Health Care Technology",
"Health Care Providers & Services",
"Health Care Equipment & Supplies"
],
"Industrials" => [
"Trading Companies & Distributors",
"Transportation Infrastructure",
"Road & Rail",
"Marine",
"Airlines",
"Air Freight & Logistics",
"Professional Services",
"Commercial Services & Supplies",
"Machinery",
"Industrial Conglomerates",
"Electrical Equipment",
"Construction & Engineering",
"Building Products",
"Aerospace & Defense"
],
"Information Technology" => [
"Semiconductors & Semiconductor Equipment",
"Electronic Equipment, Instruments & Components",
"Technology Hardware, Storage & Peripherals",
"Communications Equipment",
"Software",
"It Services"
],
"Materials" => [
"Paper & Forest Products",
"Metals & Mining",
"Containers & Packaging",
"Construction Materials",
"Chemicals"
],
"Real Estate" => ["Real Estate Management & Development", "Equity Real Estate Investment Trusts (reits)"],
"Utilities" => [
"Independent Power And Renewable Electricity Producers",
"Water Utilities",
"Multi-utilities",
"Gas Utilities",
"Electric Utilities"
]
}
Updating all of the industries to match the 11 outlined by the GISC and currently in the industries.ex file.
https://www.msci.com/our-solutions/indexes/gics