COMPUSTAT (Global) Data

Part III: Reference Codes

GICS Codes What Are Global Industry Classification System Codes?

The Global Industry Classification Standard (GICS) is a collaboration between Standard & Poors and Morgan Stanley Capital International.* GICS codes are 8-digit codes that correspond to various business or industrial activities, such as Oil & Gas Drilling or Wireless Telecommunication Services. GICS is based upon a classification of economic sectors, which can be further subdivided into a hierarchy of industry groups, industries and sub-industries. In total, there are 10 economic sectors, 23 industry groups, 59 industries and 123 sub-industries categories, to date. The classification codes are left justified. All Sectors have a 2-digit identification code (leftmost 2 digits); all Industry Groups have a 4-digit identification code (leftmost 4 digits); all Industries have a 6-digit identification code (leftmost 6 digits); and all Sub-Industries use the full 8-digit identification code. Following is a sample of the Global Industry Classification Standard codes hierarchy for IBM: Economic Sector: 45 Information Technology Industry Group: 4520 Technology Hardware & Equipment Industry: 452020 Computers and Peripherals Sub-Industry: 45202010 Computer Hardware For active companies, GICS history will be from 6/30/99 forward. For research (inactive) companies, GICS history will be retained only for the month that the company became inactive. Any previous history collected will be set to 00000000. For example, Company ABC became a Research File company effective October 31, 1997. At that time, its GICS code was 25203010. The history for GICS for this company will be as of 10/01/97 through 10/31/97 with the code 25203010. All history prior to 10/01/97 will now be 00000000. *Note: GICS for inactive companies have not been reviewed or approved by Morgan Stanley Capital International; they were assigned by Standard & Poors.

GICS Codes by Industry

Economic Sector
ENERGY
Industry Group Industry Group Code 1010

Code
10
Industry Industry Code 101010 Sub-Industry SubIndustry Code 10101010

Energy

Energy Equipment & Services

Oil & Gas Drilling Oil & Gas Equipment & Services

10101020

Oil & Gas

101020

Integrated Oil & Gas Oil & Gas Exploration & Production

10102010 10102020

August 2, 2002

745

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Part III: Reference Codes

Industry Group

Industry Group Code

Industry

Industry Code

Sub-Industry

SubIndustry Code 10102030

Oil & Gas Refining, Marketing & Transportation*

*

Oil & Gas Refining & Marketing prior to March 28, 2002

Economic Sector
MATERIALS
Industry Group Industry Group Code 1510

Code
15
Industry Industry Code 151010 Sub-Industry SubIndustry Code 15101010 15101020 15101030

Materials

Chemicals

Commodity Chemicals Diversified Chemicals Fertilizers & Agricultural Chemicals Industrial Gases Specialty Chemicals

15101040 15101050 15102010

Constructi on Materials Containers & Packaging

151020

Construction Materials Metal & Glass Containers Paper Packaging

151030

15103010

15103020 15104010 15104020

Metals & Mining

151040

Aluminum Diversified Metals & Mining Gold Precious Metals & Minerals Steel

15104030 15104040

15104050 15105010

Paper & Forest Products

151050

Forest Products

Paper Products

15105020

August 2, 2002

746

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Part III: Reference Codes

Economic Sector
INDUSTRIAL
Industry Group Industry Group Code 2010

Code
20
Industry Industry Code 201010 201020 201030 Sub-Industry SubIndustry Code 20101010 20102010 20103010

Capital Goods

Aerospace & Defense Building Products Constructi on & Engineerin g Electrical Equipment

Aerospace & Defense Building Products Construction & Engineering

201040

Electrical Components & Equipment Heavy Electrical Equipment

20104010

20104020

Industrial Conglomer ates Machinery

201050

Industrial Conglomerates Construction & Farm Machinery & Heavy Trucks* Industrial Machinery

20105010

201060

20106010

20106020 20107010

Trading Companies & Distributor s Commercial Services & Supplies 2020 Commerci al Services & Supplies

201070

Trading Companies & Distributors

202010

Commercial Printing Data Processing Services Diversified Commercial Services Employment Services Environmental Services Office Services & Supplies

20201010

20201020

20201030

20201040 20201050 20201060

August 2, 2002

747

COMPUSTAT (Global) Data

Part III: Reference Codes

Industry Group

Industry Group Code 2030

Industry

Industry Code 203010

Sub-Industry

SubIndustry Code 20301010

Transportation

Air Freight & Logistics2 Airlines Marine Road & Rail Transporta tion Infrastruct ure

Air Freight & Logistics** Airlines Marine Railroads Trucking

203020 203030 203040

20302010 20303010 20304010 20304020 20305010

203050

Airport Services

Highways & Railtracks Marine Ports & Services *Construction & Farm Machinery prior to March 28, 2002
**

20305020 20305030

Air Freight & Couriers prior to March 28, 2002

Economic Sector
CONSUMER DISCRETIONARY
Industry Group Automobiles & Components

Code
25
Industry Industry Code 251010 Sub-Industry SubIndustry Code 25101010

Industry Group Code 2510

Auto Componen ts Automobil es

Auto Parts & Equipment Tires & Rubber

25101020 25102010 25102020 25201010

251020

Automobile Manufacturers Motorcycle Manufacturers

Consumer Durables & Apparel

2520

Household Durables

252010

Consumer Electronics Home Furnishings Homebuilding Household Appliances Housewares & Specialties

25201020 25201030 25201040 25201050 25202010

Leisure

252020

Leisure

August 2, 2002

748

COMPUSTAT (Global) Data

Part III: Reference Codes

Industry Group

Industry Group Code

Industry

Industry Code

Sub-Industry

SubIndustry Code

Equipment & Products

Products

Photographic Products Textiles, Apparel & Luxury Goods*** * 252030 Apparel, Accessories and Luxury Goods* Footwear Textiles Hotels Restaurants & Leisure 2530 Hotels Restaurant s& Leisure 253010 Casinos & Gaming

25202020 25203010

25203020 25203030 25301010

Hotels, Resorts & Cruise Lines** Leisure Facilities Restaurants Media 2540 Media 254010 Advertising Broadcasting & Cable TV Movies & Entertainment Publishing*** Retailing 2550 Distributor s Internet & Catalog Retail Multiline Retail 255010 255020 Distributors Catalog Retail

25301020

25301030 25301040 25401010 25401020 25401030 25401040 25501010 25502010

Internet Retail 255030 Department Stores General Merchandise Stores Specialty Retail 255040 Apparel Retail Computer & Electronics Retail

25502020 25503010 25503020

25504010 25504020

August 2, 2002

749

COMPUSTAT (Global) Data

Part III: Reference Codes

Industry Group

Industry Group Code

Industry

Industry Code

Sub-Industry

SubIndustry Code 25504030

Home Improvement Retail Specialty Stores *Apparel & Accessories prior to March 28, 2002 ** Hotels prior to March 28, 2002 ***Publishing & Printing prior to March 28, 2002 **** Textiles & Apparel prior to March 28, 2002

25504040

Economic Sector
CONSUMER STAPLES
Industry Group Food & Drug Retailing

Code
30
Industry Industry Code 301010 Sub-Industry SubIndustry Code 30101010

Industry Group Code 3010

Food & Drug Retailing

Drug Retail

Food Distributors Food Retail Food Beverage & Tobacco 3020 Beverages 302010 Brewers

30101020 30101030 30201010

Distillers & Vintners Soft Drinks Food Products 302020 Agricultural Products Meat Poultry & Fish Packaged Foods & Meats Tobacco Household & Personal Products 3030 Household Products Personal Products 302030 303010 Tobacco Household Products Personal Products

30201020 30201030 30202010 30202020* 30202030* * 30203010 30301010

303020

30302010

* Available through March 28, 2002. Merged into Packaged Foods & Meats sub-industry. ** Formed March 28, 2002 when Meat, Poultry and Fish merged with Packaged Foods.

August 2, 2002

750

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Part III: Reference Codes

Economic Sector
HEALTH CARE
Industry Group Health Care Equipment & Services

Code
35

Industry Group Code 3510

Industry

Industry Code 351010

Sub-Industry

SubIndustry Code 35101010

Health Care Equipment & Supplies

Health Care Equipment

Health Care Supplies Health Care Providers & Services 351020 Health Care Distributors & Services Health Care Facilities Managed Health Care Pharmaceuti cals & Biotechnolo gy 3520 Biotechnol ogy 352010 Biotechnology

35101020 35102010

35102020 35102030 35201010

Pharmaceu ticals

352020

Pharmaceutical s

35202010

Economic Sector
FINANCIALS
Industry Group Banks Diversified Financials

Code
40

Industry Group Code 4010 4020

Industry

Industry Code 401010 402010

Sub-Industry

SubIndustry Code 40101010 40201010 40201020

Banks Diversified Financials

Banks Consumer Finance Diversified Financial Services Multi-Sector Holdings

40201030 40301010 40301020 40301030

Insurance

4030

Insurance

403010

Insurance Brokers Life & Health Insurance Multi-Line Insurance

August 2, 2002

751

COMPUSTAT (Global) Data

Part III: Reference Codes

Industry Group

Industry Group Code

Industry

Industry Code

Sub-Industry

SubIndustry Code 40301040

Property & Casualty Insurance Reinsurance Real Estate 4040 Real Estate 404010 Real Estate Investment Trusts Real Estate Management & Development

40301050 40401010

40401020

Economic Sector
INFORMATION TECHNOLOGY
Industry Group Software & Services

Code
45
Industry Industry Code 451010 Sub-Industry SubIndustry Code 45101010

Industry Group Code 4510

Internet Software & Services IT Consulting & Services Software

Internet Software & Services IT Consulting & Services Application Software Systems Software

451020

45102010

451030

45103010 45103020 45201010

Technology Hardware & Equipment

4520

Communic ations Equipment

452010

Networking Equipment Telecommunic ations Equipment

45001020

Computers & Peripherals

452020

Computer Hardware Computer Storage & Peripherals

45202010

45202020

Electronic Equipment & Instrument s Office Electronics

452030

Electronic Equipment & Instruments

45203010

452040

Office Electronics

45204010

August 2, 2002

752

COMPUSTAT (Global) Data

Part III: Reference Codes

Industry Group

Industry Group Code

Industry

Industry Code 452050

Sub-Industry

SubIndustry Code 45205010

Semicondu ctor Equipment & Products

Semiconductor Equipment

Semiconductor s

45205020

Economic Sector

Code
50
Industry Industry Code 501010 Sub-Industry SubIndustry Code 50101010

TELECOMMUNICATION SERVICES
Industry Group Telecommu nication Services Industry Group Code 5010

Diversified Telecomm unication Services

Alternative Carriers

Integrated Telecommunic ation Services Wireless Telecomm unication Services 501020 Wireless Telecommunic ation Services

50101020

50102010

Economic Sector
UTILITIES
Industry Group Utilities

Code
55

Industry Group Code 5510

Industry

Industry Code 551010 551020 551030

Sub-Industry

SubIndustry Code 55101010 55102010 55103010

Electric Utilities Gas Utilities MultiUtilities1

Electric Utilities Gas Utilities Multi-Utilities and Unregulated Power* Water Utilities

Water Utilities *Multi-Utilities prior to March 28, 2002

551040

55104010

August 2, 2002

753