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Coverage
503 companies monitored
12,842 documents processed
97% source coverage
Last updated May 19, 2026 9:35 AM ET

Portfolio Intelligence

Weighted NLP exposure, active risk versus benchmark, topic concentration, and source-backed review areas for institutional portfolio workflows.

Core Growth Risk Overlay·Benchmark SPY·15 holdings·Last updated May 19, 2026 9:35 AM ET
Weighted sentiment
67.1
+2.2 pts
Benchmark sentiment 58.6
Weighted risk
54.8
+4.4 pts
Benchmark risk 54.2
Active sentiment vs benchmark
+8.7
+8.7 pts
Positive active language exposure versus SPY.
Active risk vs benchmark
+3.8
+3.8 pts
Active risk led by TSLA, BA, UNH, and JPM.
Benchmark sentiment
58.6
+2.4 pts
SPY constituent weighted mock benchmark.
Portfolio confidence
81
+1.1 pts
Source coverage strongest in top active weights.
Portfolio-relevant alerts
6
+2.0 pts
New alerts in TSLA, BA, NVDA, JPM, LLY, CRM.
Largest topic exposure
AI infrastructure
+3.8 pts
MSFT, NVDA, AMZN, GOOGL, META, CRM.

Portfolio Exposure Summary

Data window 5D · benchmark SPY

Weighted portfolio sentiment improved versus SPY, led by positive contributions from MSFT, NVDA, LLY, META. The active risk exposure increased modestly due to TSLA, BA, UNH, JPM, where language around pricing pressure, regulatory scrutiny, and credit normalization accelerated. AI infrastructure remains the largest positive topic exposure.

Positive contributors: MSFT, NVDA, LLY, META
Review areas: TSLA, BA, UNH, JPM
Largest active topic: AI infrastructure demand
Topic Exposure
Exposure weighted by holding size and topic relevance
Benchmark Comparison
Portfolio vs SPY sentiment
+8.7
Portfolio vs SPY risk
+3.8
Portfolio vs SPY news volume
+6.2
Sector-adjusted comparison
+3.1 sentiment / +1.4 risk

Sector-adjusted comparison shows active positive language exposure from AI infrastructure and GLP-1 partially offset by elevated regulatory, margin, and credit risk in selected holdings.

Portfolio Holdings

Contribution to portfolio sentiment and risk by holding, with alert status and main topic.

TickerCompanyWeightSentimentSentiment changeRiskRisk changeMain topicAlert statusSentiment contributionRisk contribution
MSFTMicrosoft Corporation8.4%78+6.4 ptsRisk 44+2.3 ptsAI monetizationClear6.553.70
NVDANVIDIA Corporation7.6%84+7.9 ptsRisk 51+4.8 ptsAI infrastructure demandActive6.383.88
AAPLApple Inc.6.1%54-2.9 ptsRisk 57+6.2 ptsChina exposureClear3.293.48
AMZNAmazon.com, Inc.5.8%75+5.7 ptsRisk 47-1.3 ptsCloud demandClear4.352.73
GOOGLAlphabet Inc.4.9%71+3.8 ptsRisk 62+7.1 ptsRegulatory scrutinyWatch3.483.04
METAMeta Platforms, Inc.4.2%79+6.1 ptsRisk 54+3.4 ptsAI monetizationClear3.322.27
JPMJPMorgan Chase & Co.4.1%49-5.6 ptsRisk 69+8.9 ptsCredit stressWatch2.012.83
LLYEli Lilly and Company4.0%86+8.6 ptsRisk 39+1.7 ptsGLP-1Clear3.441.56
WMTWalmart Inc.3.2%73+5.2 ptsRisk 41-2.8 ptsConsumer resilienceClear2.341.31
CRMSalesforce, Inc.2.8%72+6.0 ptsRisk 45-1.0 ptsAI monetizationClear2.021.26
TSLATesla, Inc.2.7%33-12.4 ptsRisk 81+13.7 ptsMargin pressureActive0.892.19
UNHUnitedHealth Group Incorporated2.5%37-9.6 ptsRisk 79+12.1 ptsRegulatory scrutinyActive0.931.98
BAThe Boeing Company1.8%31-11.7 ptsRisk 86+15.4 ptsRegulatory scrutinyActive0.561.55
PLDPrologis, Inc.1.6%41-5.9 ptsRisk 71+9.0 ptsCommercial real estateWatch0.661.14
XOMExxon Mobil Corporation2.9%63+3.2 ptsRisk 48-1.2 ptsEnergy demandClear1.831.39