Market Cap Any $200B+ — Mega $100B+ — Mega / Large $50B+ — Large $20B+ — Large $10B+ — Large / Mid $5B+ — Mid $2B+ — Mid $1B+ — Mid / Small $500M+ — Small $200M+ — Small $100M+ — Small / Micro $50M+ — Micro $20M+ — Micro Mega Only ($200B+) Large Only ($10B–$200B) Mid Only ($2B–$10B) Small Only ($300M–$2B) Micro Only ($20M–$300M) Large + Mid ($2B–$200B) Mid + Small ($300M–$10B) TOP 50 TOP 100 TOP 200 TOP 500
Sector Any Technology Healthcare Financial Services Consumer Cyclical Consumer Defensive Industrials Energy Utilities Real Estate Basic Materials Communication Services
Industry Any Advertising Agencies Aerospace & Defense Agricultural Inputs Air Freight & Logistics Airlines Apparel Manufacturing Apparel Retail Asset Management Auto & Truck Dealerships Auto Manufacturers Auto Parts Banks Beverages Biotechnology Broadline Retail Building Materials Business Services Capital Markets Chemicals Commercial Services Communications Equipment Computer Hardware Conglomerates Construction & Engineering Construction Materials Consulting Services Consumer Electronics Consumer Finance Containers & Packaging Copper Diagnostics & Research Discount Stores Distributors Drug Manufacturers Education & Training Electric Utilities Electrical Equipment Electronic Components Entertainment Energy Equipment & Services Farm & Heavy Machinery Farm Products Financial Services Food Distribution Food Products Furnishings & Appliances Gambling & Casinos Gas Utilities Gold Grocery Stores Ground Transportation Health Care Equipment Health Care Providers Health Care REITs Health Care Technology Home Improvement Retail Hotels & Restaurants Household Products IT Services Independent Power Producers Insurance Interactive Media Leisure Products Life Sciences Tools Lumber & Wood Luxury Goods Machinery Marine Transportation Media Metals & Mining Multi-Utilities Oil & Gas E&P Oil & Gas Equipment Oil & Gas Midstream Oil & Gas Refining Packaged Foods Paper & Forest Products Personal Services Pollution & Treatment Railroads REITs - Diversified REITs - Industrial REITs - Mortgage REITs - Office REITs - Residential REITs - Retail REITs - Specialty Real Estate Services Rental & Leasing Scientific Instruments Security & Protection Semiconductors Software - Application Software - Infrastructure Software (All) Solar Specialty Retail Staffing & Employment Steel Telecom Services Textile Manufacturing Tobacco Trading Companies Transportation Infrastructure Travel Services Uranium Utilities - Renewable Waste Management Water Utilities Tech Hardware & Storage
Size Factor Any Mega Cap — $200B+ (index leaders) Large Cap — $20B–$200B (institutional) SMID — $1B–$20B (premium zone) Small Cap — $300M–$2B (FF premium) Micro Cap — $50M–$300M (illiq. prem.)