META -> Telekommunikationsdienstleistung?

da viele ja ihre Sektor- und Branchen-Allokation im Auge haben, sollten wir hier mal Aufräumen ;)

Problematischer wird bei so Firmen wie SIXT. die fallen aktuell unter Automobiles (251020), gehören aber eigentlich unter Industrials>Transportation>Ground Transportation>Passenger Ground Transportation (20304040). Aktuell wird die 203040 Gruppe aber mit "Straße und Schiene" beschrieben.

Wenn ihr Entwickler die Auswahl aktualisiert

• wünschenswert wäre es sortiert nach Nummern
  z.B.
  10             - Energy (Sector)
  1010         - Energy (Industry Group)
  101010     - Energy Equipment & Services (Industry)
  10101010 - Oil & Gas Drilling (Sub-Industry)
  10101020 - Oil & Gas Equipment & Services
  101020     - Oil, Gas & Consumable Fuels
  10102010 - Integrated Oil & Gas
  ...

dann können wir da als Community sicherlich helfen, daß wir für Parqet hochwertige Daten haben. 🥳✌️
Die aktuelle Liste aus 2023 von MSCI befindet sich ja bereits im Thread.

Wer prüft eigentlich die ganzen eingereichten Vorschläge? Werden die automatisch verarbeitet, oder muss das einer der Entwickler manuell machen? Hier könnte die Arbeit bestimmt auch durch die Gemeinschaft erfolgen, damit ihr mehr der knappen Arbeitszeit für "The Real Stuff" hättet. 🤝

Meta, Kommunikation, Social Media, Facebook, WhatsApp, Instagram, ...

hier die aktuelle GICS MapGICS Map 2023.xlsx

Nintendo wäre demnach auch "Communications Services" nämlich:

50202020 | Interactive Home Entertainment (New effective Oct 2018)

Producers of interactive gaming products, including mobile gaming applications. Also includes educational software used primarily in the home. Excludes online gambling companies classified in the Casinos & Gaming Sub-Industry.

Meta fällt nach der aktuellisieren Klassifikation unter

502030 | Interactive Media & Services

50203010 | Interactive Media & Services
Companies engaging in content and information creation or distribution through proprietary platforms, where revenues are derived primarily through pay-per-click advertisements. Includes search engines, social media and networking platforms, online classifieds, and online review companies.

Frage an ChatGPT:

what GiCS has Nintendo?

Nintendo is classified under the "Communication Services" sector in the GICS classification. Specifically, it is classified under the "Interactive Media & Services" sub-industry within the Communication Services sector.

This sector and sub-industry classification is based on Nintendo's primary business activity, which is the development, production, and sale of interactive entertainment software and hardware products.

👍☺️☺️
REVISIONS TO THE GLOBAL
INDUSTRY CLASSIFICATION
STANDARD (GICS®) STRUCTURE
EFFECTIVE MARCH, 2023
BY S&P DOW JONES INDICES AND
MSCI INC.

@bjoern , schau mal

hab mal die aktuellen GICS als "neue Auswahlliste" gecoded. Hab bei "Energy" (Sektor 10) und "Materials" (Sektor 15) mal 2 Varianten ausprobiert, wie man die GICS-Nummern mit anbringen könnte.
Besonders im Real Estate Bereich (Sektor 60) hat sich Einiges geändert, da jetzt mehr differenziert wird/werden kann.sub-industries.html

"Major changes to the GICS classifications are as follows:

1. Retailers

   • Internet & Direct Marketing Retail industry (255020) discontinued, with companies reclassified based on the “nature of goods sold.”
   • Department Stores (25503010) and General Merchandise Stores (25503020) sub-industries merging into a new sub-industry, Broadline Retail (25503030).
   • Consumable merchandise sellers moved to the renamed Consumer Staples Merchandise Retail sub-industry (30101040) in the Consumer Staples sector (previously under the Consumer Discretionary sector).

2. Data Processing & Outsourced Services

   • Data Processing & Outsourced Services sub-industry (20202030) moved to the Industrials Sector (previously under the Information Technology sector).
   • Transaction and payment processing companies reclassified to a new sub-industry, Transaction and Payment Processing Services (40201060) under the Financials Sector.
   • Payroll processing companies moved to the Human Resource & Employment Services sub-industry (20202010) in the Industrials sector.
   • Companies offering travel related data processing and outsourced services moved to the Hotels, Resorts & Cruise Lines sub-industry (25301020) under the Consumer Discretionary sector.

3. Banks and Thrifts & Mortgage Finance

   • Thrifts & Mortgage Finance sub-industry (401020) discontinued, with companies reclassified in a new sub-industry, Commercial & Residential Mortgage Finance sub-industry (40201050) under the renamed Financial Services group (4020) (Thrifts & Mortgage Finance sub-industry previously in the Banks group (4010)).

4. Equity Real Estate Investment Trusts (REITs)

   • Residential REITs split into two new sub-industries, Multi-Family Residential REITs (60106010) and Single-Family Residential REITs (60106020).
   • Specialized REITs split into five new sub-industries, Other Specialized REITs (60108010), Self-Storage REITs (60108020), Telecom Tower REITs (60108030), Timber REITs (60108040), and Data Center REITs (60108050).
   • New Real Estate Management & Development industry group (6020) and industry (602010) will be created.

5. Transportation

   • Trucking sub-industry (20304020) discontinued and split into two new sub-industries, Passenger Ground Transportation (20304040) and Cargo Ground Transportation (20304030)."

"Textilien, Bekleidung und Luxusgüter" ist nicht 252020, sondern 252030.
252020 sind Freizeitgüter ("Leisure Products: Manufacturers of leisure products and equipment including sports equipment, bicycles and toys.")

252030 unterscheidet außerdem noch in 3 Gruppen:

25203010 | Apparel, Accessories & Luxury Goods
Manufacturers of apparel, accessories & luxury goods. Includes companies primarily producing designer handbags, wallets, luggage, jewelry and watches. Excludes shoes classified in the Footwear Sub-Industry.

25203020 | Footwear
Manufacturers of footwear. Includes sport and leather shoes.

25203030 | Textiles
Manufacturers of textile and related products not classified in the Apparel, Accessories & Luxury Goods, Footwear or Home Furnishings Sub-Industries.

(war mir im Zuge von ADIDAS aufgefallen)