As of 19 September 2026, the tracked universe spans 2,297 companies across eight sectors. Counting names rather than dollars gives the clearest read on where our coverage actually leans — and it leans heavily toward the familiar growth engines.
Technology sets the pace
Technology is the single largest bucket at 620 companies (about 27% of the universe). The sample names are exactly who you would expect at the top of the stack — Apple, Microsoft, NVIDIA — alongside the semiconductor cohort of AMD and Intel and the software incumbent Salesforce. No surprises here, but the breadth matters: more than one in four tracked names sits in a sector where a handful of megacaps set the tone for everything below them.
A broad industrial and materials middle
The next tier is more interesting because it is less crowded with household names. Industrials (440) blends aerospace and automation incumbents like Honeywell and nVent with newer, speculative entrants such as Archer Aviation and a long tail of Asian listings (Xiamen Solex, Arch Meter). Healthcare (380) anchors on Johnson & Johnson, UnitedHealth and AbbVie. Basic Materials (324) rounds out the middle, dominated by miners and fertiliser producers spread across Hong Kong, Toronto and London.
Together these three sectors account for roughly half the universe, and they skew far more international and small-cap than the Technology bucket.
Read the market-cap column with caution
The reported totalMarketCapM figures do not line up cleanly with company counts, and that is itself the story. Financials shows the largest total despite holding just 139 companies, and several sectors report caps that look implausibly large relative to their membership. The sample names point to the likely cause: duplicate cross-listings. Novo Resources appears as both NVO.TO and NVO.AX, Galantas Gold as GAL.V and GAL.L, Tesla as TL0.F and TL0.DE, Obsidian Energy as OBE and OBE.TO, and Alphabet as both GOOGL and GOOG. When the same issuer is counted under multiple tickers, aggregate market cap inflates fast. I would treat the count column as the reliable one and flag the cap totals as a data-hygiene item.
What an investor might watch
- Concentration risk in Technology. With 620 names but leadership concentrated in a few megacaps, breadth here can mask fragility. Watch whether smaller constituents track the leaders or diverge.
- The industrials refresh. The mix of Honeywell-style incumbents and Archer Aviation-style newcomers is a live experiment in whether next-generation industrials earn their valuations.
- Materials as a macro tell. A universe this heavy in miners and fertiliser producers is sensitive to commodity cycles and Chinese demand — a useful early signal.
- Deduplication. Communication Services is the smallest sector at 89 names, yet even it carries the GOOGL/GOOG pair. Cleaning cross-listings should sharpen every sector-level number we publish.
The headline: coverage is broad and growth-tilted, but the numbers deserve a scrub before anyone reads too much into the dollar totals.