A few things I left out last night. Here's a country breakdown for Behemoths trading on US exchanges:
Note: if I had a Bloomberg terminal and could give you global data, this would look much less US-centric.
And, here is a sector and industry breakdown:
Going cell-by-cell, Oil & Gas – Integrated had the largest concentration. The companies were Exxon Mobil Corporation, Royal Dutch Shell plc (ADR), Chevron Corporation, Petroleo Brasileiro SA (ADR), BP plc (ADR), and TOTAL S.A. (ADR). Oil & Gas Operations was not all that different, and that company was PetroChina. These are simple companies, as I view them, mining all over the world to find energy for a hungry planet.
Then there is Schlumberger, in the Oil Well Services & Equipment industry. They are the elephant in their industry, though small compared to the majors, and smaller compared to the national oil companies that control most of the world's oil resources.
Computer services are IBM and Google, two very different companies. Software & Programming is Microsoft and Oracle, also very different. Apple is Computers & Hardware. Intel is Semiconductors. The hard question with this group is who is managing their companies to use free cash flow wisely. This is a maturing industry, and the best companies in the future will treat their capital providers well.
In Healthcare the differences in industries is not worth considering. The companies are: Johnson & Johnson, Merck, Pfizer, Novartis AG (ADR), Roche Holding Ltd. (ADR), GlaxoSmithKline plc (ADR). They are all big pharmaceutical developers, though J&J has significant hardware businesses.
Communications Services boils down to China Mobile Ltd. (ADR), AT&T Inc., Vodafone Group Plc (ADR), Verizon Communications Inc. Big companies pursuing their advantages in the US, UK and China, with wireless dominating over wireline.
As for Retail, that is WalMart. Who else could it be? No other company in retail is so extensive.