The shape of the universe
As of 27 September 2026, Headmars tracks 2,303 companies across eight sectors. The distribution is lopsided toward the familiar: Technology leads with 621 names (about 27% of the universe), followed by Industrials at 442 and Healthcare at 381. Together those three sectors make up roughly 63% of everything we watch. Basic Materials adds another 326. The remaining four — Consumer Cyclical (166), Financials (139), Energy (139) and Communication Services (89) — are comparatively thin by headcount.
By count, this is a growth-and-cyclicals universe. The heavyweight defensive and financial complexes are represented by fewer, larger names rather than long tails.
The names behind the sectors
The marquee tickers sit where you would expect. Technology is anchored by Apple, Microsoft and NVIDIA, with AMD, Salesforce and Intel rounding out the sample. Communication Services is small but concentrated in giants — Alphabet, Meta, Netflix, Disney and Tencent. Financials leans on Berkshire Hathaway, JPMorgan, Visa and Mastercard; Energy on Exxon, Shell and Reliance Industries; Consumer Cyclical on Amazon, Tesla, Home Depot and Alibaba.
What is more telling is the long tail. Industrials, Healthcare and Basic Materials are full of names that never make U.S. headlines: Xiamen Solex, Shanghai Xiao Fang Pharmaceutical, PenetriumBio, China XLX Fert, Galantas Gold. This is a genuinely global tracked set, spanning Shanghai (.SS), Taiwan (.TW), Korea (.KQ), Hong Kong (.HK), Australia (.AX) and London (.L) listings — not a repackaged S&P 500.
A data caveat worth flagging
Honesty first: the aggregate market-cap figures do not hold together. Consumer Cyclical — which includes Amazon, Tesla and Alibaba — is reported at roughly $576bn total, which is smaller than any one of those companies in reality. Meanwhile Financials shows about $159tn and Basic Materials about $47tn, sums that exceed plausible sector totals by a wide margin. These numbers are almost certainly contaminated by unit mismatches or duplicate cross-listings (Tesla appears as both TL0.F and TL0.DE; Alphabet as GOOG and GOOGL; Obsidian Energy as OBE and OBE.TO). I would not rank sectors by the market-cap column until it is cleaned. Company counts are the reliable signal here; the cap totals are not.
What an investor might watch
Three things. First, tech concentration — with over a quarter of the universe in one sector, breadth readings and any tech-specific shock will dominate portfolio-level behaviour. Second, the international tail in Industrials and Materials, where liquidity and disclosure vary widely by exchange. Third, duplicate listings, which inflate counts and caps if not deduplicated; the same underlying company appearing on two exchanges can quietly double-weight an exposure. For now, treat the sector map as a coverage inventory, not a valuation snapshot.