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Coverage

The industries we cover

Structured signals, themes and M&A activity for every sector we track — sourced from the companies inside it, every filing, automatically.

54 industries · 708 companies tracked

14 companies

AEC: Architecture, Engineering & Construction

Architecture, engineering, and infrastructure construction, from design through EPC.

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14 companies

Agriculture & Food Production

Farm equipment, crop inputs, commodity processing, and food production.

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12 companies

Asset Management

Private equity, credit, real assets, and alternative investment management.

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16 companies

Automotive & EV

Legacy automakers, EV manufacturers, and the mobility platforms built around them.

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21 companies

Banking & Capital Markets

Money-center banks, custody, capital markets infrastructure, and advisory.

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7 companies

Big Tech / Cloud Platforms

Cloud infrastructure, consumer platforms, and services at global scale.

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30 companies

Biotech & Pharma

Pipeline development, patent cliffs, and the next wave of therapeutics.

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21 companies

Building Products

Exterior and interior building materials, from manufacturing through distribution.

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15 companies

Chemicals & Materials

Industrial gases, commodity and specialty chemicals, and coatings.

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11 companies

Commercial Real Estate

Office, industrial, retail, net lease, and self-storage landlords.

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12 companies

Composites

Carbon and glass fiber composites, from aerospace to infrastructure.

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6 companies

CRE Services & Brokerage

Brokerage, leasing, property management, and investment advisory across commercial real estate.

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16 companies

Cybersecurity

Platform consolidation, AI in security, identity, zero trust, and federal contracting.

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22 companies

Data Centers

Hyperscale, colocation, power, cooling, and adjacent infrastructure.

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17 companies

Defense & Aerospace

Prime contractors, defense-tech, government IT services, and space launch.

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16 companies

Ecommerce & Retail Tech

Online marketplaces, direct retailers, and the platforms that power them.

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7 companies

Education Technology

Higher ed, K-12, professional courses, and the AI disruption reshaping them.

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11 companies

Electronics Manufacturing

Printed circuits, contract manufacturing, and electronic assemblies.

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20 companies

Energy & Power

Regulated utilities, competitive generation, and the energy transition.

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20 companies

Enterprise SaaS & Cloud

The software stack modern enterprises run on.

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17 companies

Fintech & Payments

Payments, lending, banking infrastructure, digital assets, and capital markets technology.

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14 companies

Food & Beverage

Packaged foods, snacks, and beverage manufacturers.

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9 companies

Healthcare & Senior Housing REITs

Senior housing, skilled nursing, and hospital landlords tracking an aging population.

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19 companies

Healthcare Providers & Services

Hospitals, surgical and outpatient care, behavioral health, dialysis, and senior living operators.

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12 companies

Healthcare Technology

Telehealth, digital health platforms, and healthcare data & analytics.

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3 companies

Hotel REITs

Hotel owners, distinct from the brands that manage and franchise them.

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12 companies

Household & Consumer Products

Household staples, personal care, and everyday consumer brands.

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8 companies

HR Software

Payroll, benefits administration, HCM platforms, and workforce management software.

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24 companies

Industrials & Manufacturing

Diversified industrials and automation.

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16 companies

Insurance & Insurtech

Carriers, brokers, and the insurtechs disrupting both.

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16 companies

Life Science Tools & CRO

Instruments, reagents, and the contract research and manufacturing that pharma and biotech depend on.

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16 companies

Logistics & Supply Chain

Rail, trucking, parcel, and freight brokerage.

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12 companies

Managed Care & Health Insurance

Health plans across Medicare, Medicaid, the ACA exchanges, and employer coverage

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3 companies

Manufactured Housing REITs

Manufactured home communities & RV resorts.

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12 companies

Media & Streaming

Streaming platforms, traditional broadcasters, and the ad infrastructure behind them.

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19 companies

Medical Devices

Cardiac, orthopedic, surgical robotics, diagnostics, and diabetes management technology.

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15 companies

Mining & Critical Minerals

Diversified miners, precious metals, and the critical minerals powering the energy transition.

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8 companies

Multifamily REITs

Apartment landlords across coastal, Sunbelt, and secondary markets

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7 companies

Office REITs

Gateway city landlords and the Sunbelt office growth story diverging from them.

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25 companies

Oil & Gas

Upstream, midstream, downstream, and the services that support them.

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10 companies

Packaging & Containers

Corrugated, rigid, metal, and flexible packaging producers.

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11 companies

Professional Services & Consulting

Management, technology, forensic, and engineering consulting, and the research firms that advise corporate buyers.

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14 companies

Residential Construction & PropTech

New construction, homebuilders, and the platforms buyers and agents use to transact.

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30 companies

Restaurants

Quick service, fast-casual, and casual dining chains.

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7 companies

Retail REITs

Malls, grocery-anchored centers, and net lease landlords.

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4 companies

Self-Storage REITs

Storage unit landlords tracking household mobility and downsizing.

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22 companies

Semiconductors

Chip designers, foundries, and the equipment that makes them possible.

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16 companies

Staffing & Workforce Solutions

Contract, permanent, and healthcare staffing, executive search, and the workforce programs that clients use to flex headcount.

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14 companies

Telecom & Connectivity

Wireless carriers, cable broadband, and satellite connectivity.

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15 companies

Travel & Hospitality

Airlines, hotels, cruise lines, and the booking platforms that connect them.

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12 companies

Valves & Flow Control

Valves, actuation, pumps, and water infrastructure.

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10 companies

Video Games

Console, mobile, and platform publishers.

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8 companies

Warehousing & Industrial REITs

Industrial and logistics real estate landlords.

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11 companies

Waste & Environmental Services

Collection, disposal, recycling, and environmental services.

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