Theme & Sub-Theme Ticker Universe

Input_Ticker_List_by_Theme.csv — Every ticker is assigned to one or more of a structured set of themes and sub-themes, which the rotation model then weights by sub-theme market capitalization.

At a glance -

Metric	Count
Unique tickers	1,394
Themes	34
Sub-themes	175
Total assignments (rows)	1,935
— Primary assignments	1,397 (one per ticker)
— Secondary assignments	538

Each company has exactly one Primary sub-theme (its core business) and may carry one or more Secondary sub-themes where it has meaningful second-order exposure. Because a ticker can appear in several sub-themes, per-sub-theme ticker counts sum to more than the 1,397 unique names; a theme-level total counts each company once even when it holds multiple sub-themes within that theme.

Index coverage

The universe now spans the full large- and mid-cap core of the U.S. market:

• S&P 500 — 100% represented. All 500 index constituents are included. The only S&P 500 symbols not listed separately are the redundant share-class siblings (GOOG, FOX, NWS), which are folded into their primary listings (GOOGL, FOXA, NWSA).
• S&P MidCap 400 — 100% represented. All 400 index constituents are included.
• ~498 additional names beyond the S&P 500 / 400 provide thematic depth (smaller-cap pure-plays, ADRs, and specialist "picks-and-shovels" businesses) so that emerging rotations are visible before they show up in the large-cap indices.

Membership reflects the S&P 500 and S&P MidCap 400 rosters as constituted through the 2026 index rebalances.

Structure

The CSV has five columns:

Column	Description
Ticker	Exchange symbol
Company Name	Issuer name
Theme	One of 34 top-level themes
Sub Theme	One of 175 sub-themes nested under a theme
Assignment	Primary or Secondary

Companion files

• SubThemes_by_Theme_Counts.pdf — the full theme → sub-theme tree with the unique-ticker count for each sub-theme.
• Weekly_Theme_Updater_v01.py — Python Program that take the Input Ticker List an assigns Market Cap and Price Change History to each line.
• Tickers_Themes_SubThemes.csv — The output of the Python Program that is feed into Claude as a Context file.
• Claude_rotatation_instructions — The Claude instruction file to produce the weekly report.

Notes

I started with an AI scan of the FinViz Theme heatmap, but a lot of companies (e.g. Amazon) participate in a lot of different markets. So then I had AI narrow it to the two largest. I actually went back and forth between Claude and Grok on this to triangulate the results. Then went back and added in the S&P Large Caps and Small Caps that were missing. Decided to use a 60/40 split for market cap when there was both a primary and secondary sub theme. Then manually combined and sub-themes with less than 5 tickers. All in all a pretty arbitrary process. May not be perfect, but it is directional.