S&P 500 Topics
SECSift’s AI reads every S&P 500 company’s latest 10-Q or 10-K and flags the most common topics, excluding routine accounting terms. This page shows the companies behind each topic. The map updates as companies file with the SEC.
80 of 3,771 topics, 502 companies
1 tariff refund 60 6 15 7 LULU, TJX, GRMN, RL, ROST, TGT, WSM, COST, DLTR, HUBB, KVUE, LOW and 48 more
2 artificial intelligence 50 7 11 11 MSFT, AVGO, BBY, CIEN, CSCO, DELL, GOOGL, META, NVDA, WTW, AAPL, ABNB and 38 more
3 IEEPA tariff 44 5 4 6 LULU, RL, SWK, HUBB, ROST, TJX, UPS, XYL, ALLE, AZO, CAH, CARR and 32 more
4 U.S. tariff 42 7 0 23 AVY, AZO, AAPL, BIIB, CAH, FAST, FSLR, JCI, LII, SWK, WSM, AMD and 30 more
5 data center 37 8 9 13 NI, ETR, QCOM, AMD, GOOG, LNT, MSFT, MU, NVDA, WEC, EVRG, GOOGL and 25 more
6 China 37 8 2 38 SBUX, AMD, AOS, CDNS, LRCX, NVDA, AAPL, DVA, FSLR, KMB, MTD, QCOM and 25 more
7 IEEPA tariff refund 35 5 3 4 LULU, RL, HUBB, SWK, TJX, UPS, XYL, ALLE, AZO, CARR, CHD, COST and 23 more
8 tax credit 29 8 1 2 WM, AES, DUK, MO, PEG, SYY, ADM, AEE, CEG, CMG, COST, CSCO and 17 more
9 U.S. Department of Justice 22 7 0 13 AAPL, XYZ, ABT, ACN, AVY, BAX, BEN, CDNS, CPRT, CPT, GD, HUM and 10 more
10 Brazil 20 9 0 9 BG, GIS, UBER, AES, AMCR, AZO, CPAY, CPRT, CTVA, DE, FTNT, HRL and 8 more
11 Middle East 20 9 1 13 DOW, EMR, AKAM, APD, AVY, CVX, DD, DHR, EXPD, GOOGL, GPC, HLT and 8 more
12 natural gas 19 3 0 4 ETR, NRG, APA, DUK, EQT, EXE, KMI, AEE, ATO, CEG, CF, CNP and 7 more
13 International Emergency Economic Powers Act 19 5 0 1 AZO, A, AVY, BBY, CAH, DECK, EMR, FAST, GM, GRMN, LII, LOW and 7 more
14 Texas 18 8 1 5 AEP, ETR, ATO, AIZ, APA, BLK, CNC, CPT, DELL, DOW, KMI, LUV and 6 more
15 Mexico 16 10 1 5 AMT, JCI, SWK, T, AES, ALGN, ANET, AZO, CMI, HSY, MTD, PCAR and 4 more
16 India 15 7 0 9 FSLR, CTSH, AAPL, FDS, ACN, AJG, ALGN, APD, BEN, EXPD, GDDY, INTU and 3 more
17 United Kingdom 15 6 0 7 ALGN, COO, RDDT, UBER, V, ACGL, AJG, BALL, INTU, JCI, LDOS, MET and 3 more
18 European Union 15 6 0 8 AAPL, ALGN, ACN, AVY, BMY, CCL, FICO, FSLR, INCY, INTU, MRK, MSFT and 3 more
19 ROE 14 2 1 6 ES, ED, PEG, PPL, AEE, AEP, AWK, DTE, DUK, ETR, FE, GS and 2 more
20 Canada 14 7 1 7 COST, PCAR, AMT, AVY, BAX, CMI, DE, FERG, HSY, INTU, KDP, KMB and 2 more
21 Iran 14 8 0 9 EL, SLB, AVY, CAH, DOW, EXPD, INTC, MKC, MOS, MTD, OTIS, REG and 2 more
22 U.S. Supreme Court 14 6 0 4 AZO, AVY, BA, CHRW, DHR, EMR, HPQ, KEYS, LII, MDT, MO, ORCL and 2 more
23 insurance 14 6 0 5 ACN, AWK, BX, EFX, FFIV, FIS, JBHT, MO, MRSH, NEE, PNR, ROL and 2 more
24 food and drug administration 13 3 1 8 VTRS, AMGN, BIIB, JBL, LLY, PFE, BDX, GILD, INCY, KMB, MO, PM and 1 more
25 rate case 12 2 1 3 DUK, EXC, FE, WEC, WMB, AWK, CNP, DTE, EVRG, PEG, PNW, PPL
26 tax dispute 12 7 0 8 COO, MCHP, AMCR, APH, CL, NEM, SBAC, SW, UBER, VMC, WM, XYZ
27 U.S. Medicare 11 1 0 5 AMGN, GILD, ABBV, BIIB, BMY, CNC, CVS, ELV, HUM, INCY, UHS
28 FERC 10 2 0 9 ES, PEG, ETR, PPL, AEP, CMS, DUK, EXC, SO, WMB
29 CMS 10 3 0 2 AMGN, ELV, INCY, ABBV, AVGO, CNC, DVA, GILD, HUM, V
30 Europe 10 7 0 1 ICE, V, BKNG, DOV, KHC, LYV, MDLZ, MRNA, PRU, SW
31 mortgage loan 10 3 1 1 KKR, PFG, AIZ, AMP, APO, DHI, FRT, GL, MTB, WFC
32 Middle East conflict 10 5 0 6 DOW, AVY, CVX, DD, DHR, EXPD, GPC, PPG, PSX, TT
33 One big Beautiful Bill Act 10 4 1 1 AMAT, BIIB, EBAY, GILD, INTU, META, ROP, SWKS, TDY, VEEV
34 investment tax credit 9 6 1 2 AES, MO, EIX, ELV, FSLR, KEYS, MU, VMC, WM
35 cybersecurity incident 9 4 0 1 BSX, ACN, DASH, INTU, JBL, MCHP, QCOM, SYK, V
36 Maryland 8 5 0 4 ETR, EXC, JBL, UDR, AIZ, DHI, FE, PEG
37 Federal Communications Commission 8 3 0 2 FOXA, TMUS, DIS, ECHO, FOX, LITE, PPL, T
38 Singapore 8 5 0 0 AMAT, LVS, A, DLR, KEYS, MCO, MU, SWKS
39 Russia 8 6 0 4 MOS, V, CEG, DOW, LHX, MDT, PEP, PM
40 credit card 8 3 2 2 JPM, DAL, LUV, MAR, SYF, UBER, USB, V
41 Ireland 8 4 0 3 JCI, ACN, AON, INTC, MRK, MRNA, REGN, TEL
42 NOPA 8 3 0 9 EW, AMGN, CAH, FSLR, HPE, KHC, MRK, UNH
43 AI infrastructure 8 4 3 0 CSCO, EXPD, FTNT, GOOG, GOOGL, KEYS, MSFT, VST
44 New ERP system 8 5 0 1 AZO, DG, EXC, LH, RCL, TMUS, VTRS, ZTS
45 U.S. Department of Energy 8 3 0 1 CEG, CMS, DTE, F, LNT, MPC, NEE, SO
46 attorney general 8 5 0 3 AMZN, BLK, CTVA, JCI, META, NWS, NWSA, SHW
47 U.S. Supreme Court ruling 8 4 0 2 AZO, BA, CHRW, DHR, EMR, HPQ, KEYS, ORCL
48 European Commission 8 5 0 4 ALGN, GOOG, GOOGL, INTC, META, PCAR, RDDT, V
49 cyber incident 7 5 0 6 AFL, FFIV, BSX, HAS, MCHP, TMUS, WST
50 New Jersey 7 4 0 5 DD, FE, PEG, ED, SHW, WMB, XOM
51 loan portfolio 7 1 0 1 KKR, PNC, APO, GS, PYPL, RF, USB
52 Medicaid 7 1 0 2 HCA, REGN, BIIB, CNC, CVS, INCY, UNH
53 production tax credit 7 2 0 0 PEG, WM, CEG, ETR, EVRG, PNW, SO
54 Florida 7 6 0 0 DUK, AIZ, ALL, CCL, HUM, INVH, KMI
55 minimum tax 7 3 0 2 AMAT, D, JCI, PEG, STX, TEL, VRSN
56 Taiwan 7 2 0 7 MU, AAPL, ANET, FTNT, LULU, MCHP, QCOM
57 consent decree 7 5 0 2 BDX, CSX, DHI, LOW, MOS, SKYD, UBER
58 rate base 7 1 0 2 AEE, ETR, EXC, NEE, PCG, PEG, WEC
59 tariff cost 7 3 0 1 CAT, FAST, GEV, ISRG, LNT, PCAR, WAB
60 antitrust lawsuit 7 5 0 5 AAPL, BLK, CPT, DASH, GOOG, GOOGL, VRSN
61 manufacturing facility 7 3 0 4 ALGN, BDX, BIIB, HAS, INTC, LRCX, SWKS
62 Inflation Reduction Act 6 1 0 2 AMGN, BIIB, CI, INCY, LLY, MRK
63 Tax Court 6 4 0 3 KO, PTC, ABT, ETN, MDT, SYY
64 export control 6 1 0 5 AMAT, NVDA, FSLR, LRCX, MSFT, SMCI
65 ARR 6 1 4 0 PTC, ADBE, CRWD, DDOG, FICO, IBM
66 large load 6 1 1 0 EVRG, AEE, AEP, CNP, SO, XEL
67 contract manufacturer 6 3 0 1 SWKS, CIEN, CSCO, GILD, KEYS, MO
68 Federal Reserve 6 2 0 2 AXP, C, CME, EME, SYF, V
69 U.S. tax law 6 4 0 1 AES, AMAT, EG, INTU, PAYX, ROP
70 Asset Management 5 2 0 3 BEN, KKR, PSA, AMP, MET
71 long-term supply agreement 5 2 1 2 GOOG, GOOGL, GLW, MCHP, ON
72 Philippines 5 4 0 3 AMT, FDS, ACN, ANET, CRH
73 Private Equity 5 4 0 1 BX, KKR, ALGN, PLTR, PSA
74 cost recovery 5 1 0 1 PEG, CMS, EIX, FE, LNT
75 Medicare Advantage 5 1 0 5 CNC, UNH, CVS, ELV, HUM
76 aircraft 5 1 0 0 UAL, BA, DAL, FDX, LUV
77 OCC 5 2 0 4 AXP, AES, BAC, C, CFG
78 tax authority 5 5 0 3 FCX, ABT, CTSH, EXPD, STT
79 transformation initiative 5 4 0 0 KMB, CRH, FIS, GPN, HD
80 BIS 5 1 0 5 CDNS, AMAT, AMD, SNPS, STX
81 class action complaint 5 4 0 2 SNPS, PEG, TMUS, VRSN, ZTS
82 Clean Energy 5 4 1 1 APD, CMS, DOV, ED, SYY
83 natural gas price 5 2 0 1 EQT, APA, DUK, FANG, NRG
84 infrastructure 5 4 1 0 IBM, DTE, FCX, GOOG, GOOGL
85 patent 5 2 1 3 LLY, BMY, INCY, KEYS, MU
86 storm cost 5 1 0 1 ES, CNP, DUK, FE, PEG
87 Act violation 5 3 0 1 APA, CVX, KKR, MPWR, PSX
88 enforcement action 5 4 0 2 CVNA, ELV, EQIX, FCX, VTRS
89 Germany 5 2 0 2 BIIB, MRK, MRNA, MU, TECH
90 Illinois 5 4 0 2 AWK, CASY, CEG, TMUS, UNP
91 injunctive relief 5 4 0 1 ARES, DUK, PPG, PSX, SHW
92 refund claim 5 2 0 1 EXC, FDX, FTV, ITW, SWK
93 transformation program 5 5 1 0 BKNG, BKR, ELV, FDX, HST
94 bankruptcy 5 5 0 3 AES, CVS, ECHO, REG, SCHW
95 cloud 5 2 1 0 ACN, ADSK, FDS, FLEX, ROP
96 input cost 5 3 0 4 IP, KMB, MOS, ROP, SWKS
97 sanction 5 5 0 2 AWK, ELV, JPM, LHX, MOS
98 state attorney general 5 4 0 2 AMZN, BLK, JCI, NWS, NWSA
99 base rate increase 5 1 1 0 ED, ES, ETR, PNW, SO
100 cybersecurity threat 5 2 0 0 AAPL, FDS, INTU, JBL, QCOM
The topics come from the findings the S&P 500 changes report counts, each with a quote from the filing. The more companies bring up a topic, the bigger its circle, and the map draws the topics the most companies bring up. A circle’s color is the tone most of the topic’s findings carry. Two topics are linked when they come up in the same finding at two companies or more.
Every filter starts with every company and every topic on. The list ranks the topics the remaining companies flag, the most companies first. Select a topic on the map or in the list to see every company that flags the topic, with each note linked to its sentence in the filing.
Routine finance is what nearly every company reports, like share repurchases, debt, and income taxes. "Include routine finance" in the Topics filter adds routine finance to the map and the list. The list covers the S&P 500 as of August 2026, less any ticker EDGAR no longer lists.