GICS Trending

GICS Trending is the second perspective within the Sector Intelligence of the G11 General Industry Compass System. It focuses on sectors that are currently attracting increased attention and are regularly the focus of public, economic or market-specific discussions.
TIER 2 level of the G11 General Industry Compass System

Within the G11 General Industry Compass System, GICS Trending acts as a bridge between stable sector order and current market and topic perception. The perspective complements GICS Core with a timely, discussion-oriented view - without any claim to completeness, but with a clear focus on relevance. The associated portal pages bundle information on sectors that are characterized by above-average interest from investors and journalists. The decisive factor here is not short-term market movement, but the recognizable relevance of a sector in public discourse.

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EST.: XII/MMXXV
The Communication Services sector bundles companies that enable, distribute or monetize information, content and digital interaction. The focus is on communication networks, media offerings and platforms that connect people, companies and markets. Communication Services is a mediation and reach sector. The companies grouped here do not primarily provide technical foundations, but rather ensure that content can be transported, made visible and used. Communication is understood both as an infrastructure service and as a content offering. The sector is characterized by its dual function. On the one hand, it creates the conditions for exchange, networking and accessibility. On the other hand, it shapes perception, opinion-forming and consumption of information and entertainment. Reach, attention and length of use are key factors for economic success. The sector is strongly influenced by user behavior and media usage. Changes in consumer habits, technological developments and new formats have a direct impact on business models. At the same time, network effects arise that can give individual providers particular market power. Communication Services operates at the interface between technology, content and society. While technical components provide stability and scalability, content, formats and interaction determine acceptance and relevance. Competition is therefore not just about technology, but above all about attention. Within GICS Eleven, Communication Services forms the counterpart to Information Technology in terms of content. While IT provides the technical basis, Communication Services stands for the use, distribution and impact of digital and media content. The sector serves as a frame of reference for topics relating to media, networking and the digital public sphere.

The topics covered in GICS Trending do not follow a short-term market impulse, but arise from structural drivers that develop outside of classic price movements. Trends are understood here as consolidations of real economic, technological or social changes that are increasingly influencing capital markets, corporate strategies and public perception.

The underlying impulses vary:

  • Geopolitical developments can bring entire sectors into focus - for example, when security policy tensions, defense budgets or strategic dependencies are reassessed.
  • Technological breakthroughs act as a catalyst for topics such as digital assets, artificial intelligence or automation and permanently change existing value chains.
  • Changing threat situations - for example in the digital space - draw attention to sectors whose relevance arises less from growth than from necessity.
  • Social and cultural shifts can change consumption patterns and give rise to new markets long before they are fully categorized in regulatory or economic terms.

GICS Trending picks up on these developments where they become visible, shape discussions and have a cross-sectoral impact. The perspective thus serves as a transition between a stable sector order and a focused detailed view - it shows why certain topics are gaining in importance even before their influence is differentiated on a small scale.