classification schema

Taxonomy

Asset class → sector → industry. Hand-curated, and never written by the loader — what a security gives you exposure to, as opposed to what kind of wrapper it is.

Classified securities Work queue Runs

Asset classes

Sectors

Industries

5,783

Classified

44.1% of active securities

7,323

Unclassified

Human-reviewed

Classifications are unreviewed model output. All 5,771 assignments carry source = LLM and is_reviewed = false. Confidence is the model’s own estimate and is not calibrated — it clustered at 0.90–0.98 across the whole first pass, including rows that later proved wrong. Use it to order a review queue, not as a probability. Two share classes of one issuer can disagree.

EQUITYEquity

Ownership claims on companies: common and preferred shares, depositary receipts, and equity funds.

5,570 securities · $106.12T →

EnergyENERGY

Oil, gas and consumable fuels, plus energy equipment and services.

270$4.85T

MaterialsMATERIALS

Chemicals, metals and mining, construction materials, containers and packaging.

321$3.28T

IndustrialsINDUSTRIALS

Capital goods, commercial services, and transportation.

601$9.22T

Consumer DiscretionaryCONSUMER_DISCRETIONARY

Goods and services bought with discretionary income: autos, retail, leisure.

470$9.22T

Consumer StaplesCONSUMER_STAPLES

Non-discretionary goods: food, beverages, tobacco, household products.

187$4.26T

Health CareHEALTHCARE

Pharmaceuticals, biotechnology, medical devices, and health care providers.

1,060$9.12T

FinancialsFINANCIAL

Banks, insurers, capital markets firms, and consumer finance.

876$15.46T

Information TechnologyTECHNOLOGY

Software, hardware, semiconductors, and IT services.

842$43.04T

Communication ServicesCOMMUNICATION

Telecom carriers, media, entertainment, and interactive media.

187$3.69T

UtilitiesUTILITIES

Regulated and independent electric, gas, and water providers.

104$1.77T

Real EstateREAL_ESTATE

REITs and real estate management and development companies.

252$1.78T

BONDBond

Debt claims paying interest: government, municipal, corporate, and securitized obligations.

170 securities · $78.24B →

GovernmentGOVERNMENT

Sovereign debt, including US Treasuries and agency obligations.

6$1.40B

MunicipalMUNICIPAL

State and local government debt, typically tax-advantaged for US holders.

56$29.32B

Corporate CreditCORPORATE_CREDIT

Investment grade and high yield debt issued by companies.

89$44.90B

SecuritizedSECURITIZED

Mortgage-backed and asset-backed obligations.

12$1.77B

Inflation LinkedINFLATION_LINKED

Principal or coupon indexed to inflation, such as TIPS.

2$698.46M

CASHCash

Cash and near-cash: deposits, money market instruments, and short-dated government bills.

0 securities · — →

Money MarketMONEY_MARKET

Short-dated instruments held for liquidity: bills, repo, commercial paper.

no assignments

DepositDEPOSIT

Bank deposits and certificates of deposit.

no assignments

ALTERNATIVEAlternative

Exposures outside stocks, bonds and cash: commodities, real assets, private markets, digital assets.

43 securities · $129.61B →

CommodityCOMMODITY

Physical commodities and commodity futures exposure.

8$38.85B

Real AssetREAL_ASSET

Infrastructure, timber, farmland, and other tangible assets.

10$26.89B

Infrastructure10

Private MarketsPRIVATE_MARKETS

Private equity, venture capital, and private credit.

2$780.36M

Hedge StrategyHEDGE_STRATEGY

Return streams defined by strategy rather than asset: macro, arbitrage, managed futures.

6$475.84M

Digital AssetDIGITAL_ASSET

Cryptocurrencies and tokenized assets.

15$62.61B

Cryptocurrency14