Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

OCA capture bases contain a "classification" meta attribute to enable industry sector tagging for the purposes of schema categorization. In order to establish commonality across sector-specific Working Groups (WGs), Task Forces (TFs), and Focus Groups (FGs) at Trust over IP, twelve industry sectors are defined below for general reference. 

...

Communication Services Sector

The Communication Services Sector includes companies that facilitate communication and offer related content and information through various mediums. It includes telecom and media & entertainment companies including producers of interactive gaming products and companies engaged in content and information creation or distribution through proprietary platforms.

  • Recommended industry taxonomy: GICS (Global Industry Classification Standard): <e.g. "classification"= "GICS:50101010">

...

Consumer Discretionary Sector

The Consumer Discretionary Sector encompasses those businesses that tend to be the most sensitive to economic cycles. Its manufacturing segment includes automotive, household durable goods, leisure equipment, and textiles & apparel. The services segment includes hotels, restaurants, and other leisure facilities, media production and services, and consumer retailing and services.

  • Recommended industry taxonomy: GICS (Global Industry Classification Standard): <e.g. "classification"= "GICS:25101010">

...

SectorIndustry GroupIndustrySub-Industry
30 - Consumer Staples3010 - Food & Staples Retailing301010 - Food & Staples Retailing

30101010 - Drug Retail

Info

Owners and operators of primarily drug retail stores and pharmacies.





30101020 - Food Distributors

Info

Distributors of food products to other companies and not directly to the consumer.





30101030 - Food Retail

Info

Owners and operators of primarily food retail stores.





30101040 - Hypermarkets & Super Centers

Info

Owners and operators of hypermarkets and supercenters selling food and a wide range of consumer staple products. Excludes Food and Drug Retailers classified in the Food Retail and Drug Retail Sub-Industries, respectively.



3020 - Food, Beverage & Tobacco302010 - Beverages

30201010 - Brewers

Info

Producers of beer and malt liquors. Includes breweries not classified in the Restaurants Sub-Industry.





30201020 - Distillers & Vintners

Info

Distillers, vintners, and producers of alcoholic beverages not classified in the Brewers Sub-Industry.





30201030 - Soft Drinks

Info

Producers of non-alcoholic beverages including mineral waters. Excludes producers of milk classified in the Packaged Foods Sub-Industry.




302020 - Food Products

30202010 - Agricultural Products

Info

Producers of agricultural products. Includes crop growers, owners of plantations, and companies that produce and process foods but do not package and market them. Excludes companies classified in the Forest Products Sub-Industry and those that package and market the food products classified in the Packaged Foods Sub-Industry.





30202030 - Packaged Foods & Meats

Info

Producers of packaged foods including dairy products, fruit juices, meats, poultry, fish, and pet foods.




302030 - Tobacco

30203010 - Tobacco

Info

Manufacturers of cigarettes and other tobacco products.



3030 - Household & Personal Products303010 - Household Products

30301010 - Household Products

Info

Producers of non-durable household products, including detergents, soaps, diapers, and other tissue and household paper products not classified in the Paper Products Sub-Industry.




303020 - Personal Products

30302010 - Personal Products

Info

Manufacturers of personal and beauty care products, including cosmetics and perfumes.


Energy Sector

The Energy Sector comprises companies engaged in exploration & production, refining & marketing, and storage & transportation of oil & gas and coal & consumable fuels. It also includes companies that offer oil & gas equipment and services.

  • Recommended industry taxonomy: GICS (Global Industry Classification Standard): <e.g. "classification"= "GICS:10101010">

...

SectorIndustry GroupIndustrySub-Industry
10 - Energy1010 - Energy101010 - Energy Equipment & Services

10101010 - Oil & Gas Drilling

Info

Drilling contractors or owners of drilling rigs that contract their services for drilling wells.





10101020 - Oil & Gas Equipment & Services

Info

Manufacturers of equipment, including drilling rigs and equipment, and providers of supplies and services to companies involved in the drilling, evaluation, and completion of oil and gas wells.




101020 - Oil, Gas & Consumable Fuels

10102010 - Integrated Oil & Gas

Info

Integrated oil companies engaged in the exploration & production of oil and gas, as well as at least one other significant activity in either refining, marketing, and transportation, or chemicals.





10102020 - Oil & Gas Exploration & Production

Info

Companies engaged in the exploration and production of oil and gas not classified elsewhere.





10102030 - Oil & Gas Refining & Marketing

Info

Companies engaged in the refining and marketing of oil, gas, and/or refined products not classified in the Integrated Oil & Gas or Independent Power Producers & Energy Traders Sub-Industries.





10102040 - Oil & Gas Storage & Transportation

Info

Companies engaged in the storage and/or transportation of oil, gas, and/or refined products. Includes diversified midstream natural gas companies, oil and refined product pipelines, coal slurry pipelines, and oil & gas shipping companies.





10102050 - Coal & Consumable Fuels

Info

Companies primarily involved in the production and mining of coal, related products, and other consumable fuels related to the generation of energy. Excludes companies primarily producing gases classified in the Industrial Gases sub-industry and companies primarily mining for metallurgical (coking) coal used for steel production.


Financials Sector

The Financials Sector contains companies involved in banking, thrifts & mortgage finance, specialized finance, consumer finance, asset management and custody banks, investment banking, and brokerage and insurance. It also includes Financial Exchanges & Data and Mortgage REITs.

  • Recommended industry taxonomy: GICS (Global Industry Classification Standard): <e.g. "classification"= "GICS:40101010">

...

SectorIndustry GroupIndustrySub-Industry
40 - Financials4010 - Banks401010 - Banks

40101010 - Diversified Banks

Info

Large, geographically diverse banks with a national footprint whose revenues are derived primarily from conventional banking operations, have significant business activity in retail banking and small and medium corporate lending and provide a diverse range of financial services. Excludes banks classified in the Regional Banks and Thrifts & Mortgage Finance Sub-Industries. Also excludes investment banks classified in the Investment Banking & Brokerage Sub-Industry.





40101015 - Regional Banks

Info

Commercial banks whose businesses are derived primarily from conventional banking operations and have significant business activity in retail banking and small and medium corporate lending. Regional banks tend to operate in limited geographic regions. Excludes companies classified in the Diversified Banks and Thrifts & Mortgage Banks sub-industries. Also excludes investment banks classified in the Investment Banking & Brokerage Sub-Industry.




401020 - Thrifts & Mortgage Finance

40102010 - Thrifts & Mortgage Finance

Info

Financial institutions providing mortgage and mortgage-related services. These include financial institutions whose assets are primarily mortgage-related, savings & loans, mortgage lending institutions, building societies, and companies providing insurance to mortgage banks.



4020 - Diversified Financials402010 - Diversified Financial Services

40201020 - Other Diversified Financial Services

Info

Providers of a diverse range of financial services and/or with some interest in a wide range of financial services including banking, insurance, and capital markets, but with no dominant business line. Excludes companies classified in the Regional Banks and Diversified Banks Sub-Industries.





40201030 - Multi-Sector Holdings

Info

A company with significantly diversified holdings across three or more sectors, none of which contributes a majority of profit and/or sales. Stakes held are predominantly of a non-controlling nature. Includes diversified financial companies where stakes held are of a controlling nature. Excludes other diversified companies classified in the Industrials Conglomerates Sub-Industry.





40201040 - Specialized Finance

Info

Providers of specialized financial services not classified elsewhere. Companies in this sub-industry derive a majority of revenue from one specialized line of business. Includes, but not limited to, commercial financing companies, central banks, leasing institutions, factoring services, and specialty boutiques. Excludes companies classified in the Financial Exchanges & Data sub-industry.




402020 - Consumer Finance

40202010 - Consumer Finance

Info

Providers of consumer finance services, including personal credit, credit cards, lease financing, travel-related money services and pawn shops. Excludes mortgage lenders classified in the Thrifts & Mortgage Finance Sub-Industry.




402030 - Capital Markets

40203010 - Asset Management & Custody Banks

Info

Financial institutions primarily engaged in investment management and/or related custody and securities fee-based services. Includes companies operating mutual funds, closed-end funds, and unit investment trusts. Excludes banks and other financial institutions primarily involved in commercial lending, investment banking, brokerage, and other specialized financial activities.





40203020 - Investment Banking & Brokerage

Info

Financial institutions primarily engaged in investment banking & brokerage services, including equity and debt underwriting, mergers and acquisitions, securities lending, and advisory services. Excludes banks and other financial institutions primarily involved in commercial lending, asset management, and specialized financial activities.





40203030 - Diversified Capital Markets

Info

Financial institutions primarily engaged in diversified capital markets activities, including a significant presence in at least two of the following area: large/major corporate lending, investment banking, brokerage, and asset management. Excludes less diversified companies classified in the Asset Management & Custody Banks or Investment Banking & Brokerage sub-industries. Also excludes companies classified in the Banks or Insurance industry groups or the Consumer Finance Sub-Industry.





40203040 - Financial Exchanges & Data

Info

Financial exchanges for securities, commodities, derivatives, and other financial instruments, and providers of financial decision support tools and products including ratings agencies.




402040 - Mortgage Real Estate Investment Trusts (REITs)

40204010 - Mortgage REITs

Info

Companies or Trusts that service, originate, purchase and/or securitize residential and/or commercial mortgage loans. Includes trusts that invest in mortgage-backed securities and other mortgage-related assets.



4030 - Insurance403010- Insurance

40301010 - Insurance Brokers

Info

Insurance and reinsurance brokerage firms.





40301020 - Life & Health Insurance

Info

Companies providing primarily life, disability, indemnity, or supplemental health insurance. Excludes managed care companies classified in the Managed Health Care Sub-Industry.





40301030 - Multi-line Insurance

Info

Insurance companies with diversified interests in life, health and property, and casualty insurance.





40301040 - Property & Casualty Insurance

Info

Companies providing primarily property and casualty insurance.





40301050 - Reinsurance

Info

Companies providing primarily reinsurance.


Health Care Sector

The Health Care Sector includes health care providers & services, companies that manufacture and distribute health care equipment & supplies, and health care technology companies. It also includes companies involved in the research, development, production, and marketing of pharmaceuticals and biotechnology products.

  • Recommended industry taxonomy: GICS (Global Industry Classification Standard): <e.g. "classification"= "GICS:35101010">

...

SectorIndustry GroupIndustrySub-Industry
35 - Health Care3510 - Health Care Equipment & Services351010 - Health Care Equipment & Supplies

35101010 - Health Care Equipment

Info

Manufacturers of health care equipment and devices. Includes medical instruments, drug delivery systems, cardiovascular & orthopedic devices, and diagnostic equipment.





35101020 - Health Care Supplies

Info

Manufacturers of health care supplies and medical products not classified elsewhere. Includes eye care products, hospital supplies, and safety needle & syringe devices.




351020 - Health Care Providers & Services

35102010 - Health Care Distributors

Info

Distributors and wholesalers of health care products not classified elsewhere.





35102015 - Health Care Services

Info

Providers of patient health care services not classified elsewhere. Includes dialysis centers, lab testing services, and pharmacy management services. Also includes companies providing business support services to health care providers, such as clerical support services, collection agency services, staffing services and outsourced sales & marketing services.





35102020 - Health Care Facilities

Info

Owners and operators of health care facilities, including hospitals, nursing homes, rehabilitation centers, and animal hospitals.





35102030 - Managed Health Care

Info

Owners and operators of Health Maintenance Organizations (HMOs) and other managed plans.




351030 - Health Care Technology

35103010 - Health Care Technology

Info

Companies providing information technology services primarily to health care providers. Includes companies providing application, systems, and/or data processing software, internet-based tools, and IT consulting services to doctors, hospitals, or businesses operating primarily in the Health Care Sector.



3520 - Pharmaceuticals, Biotechnology & Life Sciences352010 - Biotechnology

35201010 - Biotechnology

Info

Companies primarily engaged in the research, development, manufacturing, and/or marketing of products based on genetic analysis and genetic engineering. Includes companies specializing in protein-based therapeutics to treat human diseases. Excludes companies manufacturing products using biotechnology but without a health care application.




352020 - Pharmaceuticals

35202010 - Pharmaceuticals

Info

Companies engaged in the research, development, or production of pharmaceuticals. Includes veterinary drugs.




352030 - Life Sciences Tools & Services

35203010 - Life Sciences Tools & Services

Info

Companies enabling the drug discovery, development, and production continuum by providing analytical tools, instruments, consumables & supplies, clinical trial services, and contract research services. Includes firms primarily servicing the pharmaceutical and biotechnology industries.


Industrials Sector

The Industrials Sector includes manufacturers and distributors of capital goods such as aerospace & defense, building products, electrical equipment and machinery, and companies that offer construction & engineering services. It also includes providers of commercial & professional services including printing, environmental and facilities services, office services & supplies, security & alarm services, human resource & employment services, research & consulting services. It also includes companies that provide transportation services.

  • Recommended industry taxonomy: GICS (Global Industry Classification Standard): <e.g. "classification"= "GICS:20101010">

...

Information Technology Sector

The Information Technology Sector comprises companies that offer software and information technology services, manufacturers and distributors of technology hardware & equipment such as communications equipment, cellular phones, computers & peripherals, electronic equipment, and related instruments, and semiconductors.

  • Recommended industry taxonomy: GICS (Global Industry Classification Standard): <e.g. "classification"= "GICS:45101010">

...

SectorIndustry GroupIndustrySub-Industry
45 - Information Technology4510 - Software & Services451020 - IT Services

45102010 - IT Consulting & Other Services

Info

Providers of information technology and systems integration services not classified in the Data Processing & Outsourced Services or Internet Software & Services Sub-Industries. Includes information technology consulting and information management services.





45102020 - Data Processing & Outsourced Services

Info

Providers of commercial electronic data processing and/or business process outsourcing services. Includes companies that provide services for back-office automation.





45102030 - Internet Services & Infrastructure

Info

Companies providing services and infrastructure for the internet industry including data centers and cloud networking and storage infrastructure. Also includes companies providing web hosting services. Excludes companies classified in the Software Industry.




451030 - Software

45103010 - Application Software

Info

Companies engaged in developing and producing software designed for specialized applications for the business or consumer market. Includes enterprise and technical software, as well as cloud-based software. Excludes companies classified in the Interactive Home Entertainment Sub-Industry. Also excludes companies producing systems or database management software classified in the Systems Software Sub-Industry.





45103020 - Systems Software

Info

Companies engaged in developing and producing systems and database management software.



4520 - Technology Hardware & Equipment452010 - Communications Equipment

45201020 - Communications Equipment

Info

Manufacturers of communication equipment and products, including LANs, WANs, routers, telephones, switchboards, and exchanges. Excludes cellular phone manufacturers classified in the Technology Hardware, Storage & Peripherals Sub-Industry.




452020 - Technology Hardware, Storage & Peripherals

45202030 - Technology Hardware, Storage & Peripherals

Info

Manufacturers of cellular phones, personal computers, servers, electronic computer components, and peripherals. Includes data storage components, motherboards, audio and video cards, monitors, keyboards, printers, and other peripherals. Excludes semiconductors classified in the Semiconductors Sub-Industry.




452030 - Electronic Equipment, Instruments & Components

45203010 - Electronic Equipment & Instruments


Info

Manufacturers of electronic equipment and instruments including analytical, electronic test, and measurement instruments, scanner/barcode products, lasers, display screens, point-of-sales machines, and security system equipment.







45203015 - Electronic Components

Info

Manufacturers of electronic components. Includes electronic components, connection devices, electron tubes, electronic capacitors and resistors, electronic coil, printed circuit board, transformer and other inductors, signal processing technology/components.





45203020 - Electronic Manufacturing Services

Info

Producers of electronic equipment mainly for the OEM (Original Equipment Manufacturers) markets.





45203030 - Technology Distributors

Info

Distributors of technology hardware and equipment. Includes distributors of communications equipment, computers & peripherals, semiconductors, and electronic equipment and components.



4530 - Semiconductors & Semiconductor Equipment453010 - Semiconductors & Semiconductor Equipment

45301010 - Semiconductor Equipment

Info

Manufacturers of semiconductor equipment, including manufacturers of the raw material and equipment used in the solar power industry.





45301020 - Semiconductors

Info

Manufacturers of semiconductors and related products, including manufacturers of solar modules and cells.


Materials Sector

The Materials Sector includes companies that manufacture chemicals, construction materials, glass, paper, forest products, and related packaging products, and metals, minerals, and mining companies, including producers of steel.

  • Recommended industry taxonomy: GICS (Global Industry Classification Standard): <e.g. "classification"= "GICS:15101010">

...

SectorIndustry GroupIndustrySub-Industry
15 - Materials1510 - Materials151010 - Chemicals

15101010 - Commodity Chemicals

Info

Companies that primarily produce industrial chemicals and basic chemicals. Including but not limited to plastics, synthetic fibers, films, commodity-based paints & pigments, explosives, and petrochemicals. Excludes chemical companies classified in the Diversified Chemicals, Fertilizers & Agricultural Chemicals, Industrial Gases, or Specialty Chemicals Sub-Industries.





15101020 - Diversified Chemicals

Info

Manufacturers of a diversified range of chemical products not classified in the Industrial Gases, Commodity Chemicals, Specialty Chemicals or Fertilizers & Agricultural Chemicals Sub-Industries.





15101030 - Fertilizers & Agricultural Chemicals

Info

Producers of fertilizers, pesticides, potash, or other agriculture-related chemicals not classified elsewhere.





15101040 - Industrial Gases

Info

Manufacturers of industrial gases.





15101050 - Specialty Chemicals

Info

Companies that primarily produce high value-added chemicals used in the manufacture of a wide variety of products, including but not limited to fine chemicals, additives, advanced polymers, adhesives, sealants, and specialty paints, pigments, and coatings.




151020 - Construction Materials

15102010 - Construction Materials

Info

Manufacturers of construction materials including sand, clay, gypsum, lime, aggregates, cement, concrete, and bricks. Other finished or semi-finished building materials are classified in the Building Products Sub-Industry.




151030 - Containers & Packaging

15103010 - Metal & Glass Containers

Info

Manufacturers of metal, glass, or plastic containers. Includes corks and caps.





15103020 - Paper Packaging

Info

Manufacturers of paper and cardboard containers and packaging.




151040 - Metals & Mining

15104010 - Aluminum

Info

Producers of aluminum and related products, including companies that mine or process bauxite and companies that recycle aluminum to produce finished or semi-finished products. Excludes companies that primarily produce aluminum building materials classified in the Building Products Sub-Industry.





15104020 - Diversified Metals & Mining

Info

Companies engaged in the diversified production or extraction of metals and minerals not classified elsewhere. Including, but not limited to, nonferrous metal mining (except bauxite), salt and borate mining, phosphate rock mining, and diversified mining operations. Excludes iron ore mining, classified in the Steel Sub-Industry, bauxite mining, classified in the Aluminum Sub-Industry, and coal mining, classified in either the Steel or Coal & Consumable Fuels Sub-Industries.





15104025 - Copper

Info

Companies involved primarily in copper ore mining.





15104030 - Gold

Info

Producers of gold and related products, including companies that mine or process gold and the South African finance houses which primarily invest in, but do not operate, gold mines.





15104040 - Precious Metals & Minerals

Info

Companies mining precious metals and minerals not classified in the Gold Sub-Industry. Includes companies primarily mining platinum.





15104045 - Silver

Info

Companies primarily mining silver. Excludes companies classified in the Gold or Precious Metals & Minerals Sub-Industries.





15104050 - Steel

Info

Producers of iron and steel and related products, including metallurgical (coking) coal mining used for steel production.




151050 - Paper & Forest Products

15105010 - Forest Products

Info

Manufacturers of timber and related wood products. Includes lumber for the building industry.





15105020 - Paper Products

Info

Manufacturers of all grades of paper. Excludes companies specializing in paper packaging classified in the Paper Packaging Sub-Industry.


Real Estate Sector

The Real Estate Sector contains companies engaged in real estate development and operation. It also includes companies offering real estate-related services and Equity Real Estate Investment Trusts (REITs).

  • Recommended industry taxonomy: GICS (Global Industry Classification Standard): <e.g. "classification"= "GICS:60101010">

...

The following industry sector codes are in scope for the Social Services Sector

Major GroupIndustryExtended 6-DigitSub-Industry (8-digit) 
83 - Social Services8399  - Social Services, Not Elsewhere Classified839901 - Drug Abuse & Addiction Info & Treatment839902 - Alcoholism Information & Treatment Ctrs839903 - Abortion Alternatives Organizations839904 - Child Abuse Information & Treatment Ctrs839905 - Disability Services839906 - Gambling Abuse/addiction Info/treatment839907 - Fund Raising Counselors & Organizations839908 - Human Services Organizations839909 - Handicapped Services & Organizations839910 - Smokers Information & Treatment Centers 839911 - Medical Management Service839912 - Suicide Prevention Service839913 - Indian Reservations & Tribes839914 - Community Action Agencies839915 - Gay & Lesbian Organizations839916 - Breastfeeding Supplies & Information839917 - Crime Prevention Programs839918 - Volunteer Workers Placement Service839919 - Charitable Institutions839921 - Addiction Treatment Centers 839922 - Background Screening839924 - Dependency Information & Help Centres839925 - Memorial Societies839929 - Epilepsy Educational Referral/sprt Services839930 - Tax Advocacy839998 - Non-profit Organizations839999 - Social Services Nec

83990000 - Social Services, Nec



83990100 - Community Development Groups



83990101 Community Action Agency



83990102 - Community Chest



83990103 - Neighborhood Development Group



83999901 Advocacy Group



83999902 - Antipoverty Board



83999903 - Council For Social Agency



83999904 - Fund Raising Organization, Non-Fee Basis



83999905 - Health And Welfare Council



83999906 - Health Systems Agency



83999907 - Regional Planning Organization



83999908 - Social Change Association



83999909 - Social Service Information Exchange



83999910 - United Fund Councils

Utilities Sector

The Utilities Sector comprises utility companies such as electric, gas, and water utilities. It also includes independent power producers & energy traders and companies that engage in the generation and distribution of electricity using renewable sources.

  • Recommended industry taxonomy: GICS (Global Industry Classification Standard): <e.g. "classification"= "GICS:55101010">

...