spb/firc0001_uqo

1{2 "iwvEquityLines": {3  "value": "2{,}587",4  "source": "count reported by the build log of scripts/build_universe.py (2026-10-27); the iShares latest-holdings.csv used by the build is not archived (verified on M3U96b, Stage D feasibility report); not reconstructible",5  "formula": "documented input or stats.json"6 },7 "russellIndexConstituents": {8  "value": "2{,}996",9  "source": "results/russell_coverage.json:index_constituents",10  "formula": "https://research.ftserussell.com/Analytics/FactSheets/Home/DownloadSingleIssue?issueName=US3000USD&isManual=True"11 },12 "russellProxyCoveragePct": {13  "value": "85.3",14  "source": "results/russell_coverage.json",15  "formula": "100 * russell_distinct_ciks / index_constituents"16 },17 "iwvHoldingsCount": {18  "value": "2{,}588",19  "source": "results/russell_coverage.json:fund_holdings_count",20  "formula": "https://www.ishares.com/us/products/239714/ishares-russell-3000-etf"21 },22 "iwvReplicationMethod": {23  "value": "representative sampling",24  "source": "results/russell_coverage.json:replication_method",25  "formula": "https://www.ishares.com/us/products/239714/ishares-russell-3000-etf"26 },27 "universeN": {28  "value": "2{,}564",29  "source": "stats.json:universe.n",30  "formula": "count"31 },32 "russellDistinctCiks": {33  "value": "2{,}555",34  "source": "stats.json:universe.russell_distinct_ciks",35  "formula": "count"36 },37 "russellMappedLines": {38  "value": "2{,}573",39  "source": "stats.json:universe.russell_equity_lines_mapped",40  "formula": "count"41 },42 "russellUnmatched": {43  "value": "7",44  "source": "stats.json:universe.russell_unmatched",45  "formula": "len(unmatched)"46 },47 "russellDualClassCiks": {48  "value": "18",49  "source": "stats.json:universe",50  "formula": "mapped lines - distinct CIKs"51 },52 "filingDateFirst": {53  "value": "2010-01-04",54  "source": "stats.json:filing_date_range or min(filings_by_form.first)",55  "formula": "min"56 },57 "filingDateLast": {58  "value": "2026-10-27",59  "source": "stats.json:filing_date_range or max(filings_by_form.last)",60  "formula": "max"61 },62 "filingsTotal": {63  "value": "527{,}548",64  "source": "stats.json:filings_total",65  "formula": "count"66 },67 "filingsNotParsed": {68  "value": "16",69  "source": "data/parse_status.csv",70  "formula": "sum(error)+sum(missing)"71 },72 "filingsMissingOnDisk": {73  "value": "2",74  "source": "data/parse_status.csv",75  "formula": "sum(missing)"76 },77 "filingsParserError": {78  "value": "14",79  "source": "data/parse_status.csv",80  "formula": "sum(error)"81 },82 "rawGb": {83  "value": "254.5",84  "source": "stats.json:raw_gb",85  "formula": "sum(file_size_bytes)/1e9"86 },87 "firstSeenYearMin": {88  "value": "2011",89  "source": "data/projects_by_first_seen_year.csv",90  "formula": "first full year after the left-censored start"91 },92 "firstSeenYearMax": {93  "value": "2025",94  "source": "data/projects_by_first_seen_year.csv",95  "formula": "last full year before the partial final year"96 },97 "firstSeenRangeInner": {98  "value": "6{,}240--8{,}216",99  "source": "data/projects_by_first_seen_year.csv",100  "formula": "min/max of projects first seen, 2011--2025"101 },102 "firstSeenFirstYear": {103  "value": "7{,}835",104  "source": "data/projects_by_first_seen_year.csv",105  "formula": "projects first seen in 2010 (left-censored)"106 },107 "firstSeenInnerMean": {108  "value": "7{,}105",109  "source": "data/projects_by_first_seen_year.csv",110  "formula": "mean 2011--2025"111 },112 "mentionsFirstYear": {113  "value": "11{,}908",114  "source": "data/mentions_by_year.csv",115  "formula": "mentions in 2010"116 },117 "mentionsLastFullYear": {118  "value": "23{,}220",119  "source": "data/mentions_by_year.csv",120  "formula": "mentions in 2025"121 },122 "issuersWithMentionsFirstYear": {123  "value": "1{,}224",124  "source": "data/mentions_by_year.csv",125  "formula": "issuers with mentions in 2010"126 },127 "issuersWithMentionsLastFullYear": {128  "value": "2{,}280",129  "source": "data/mentions_by_year.csv",130  "formula": "issuers with mentions in 2025"131 },132 "mentionsPerIssuerFirstYear": {133  "value": "9.7",134  "source": "data/mentions_by_year.csv",135  "formula": "mentions/issuers"136 },137 "mentionsPerIssuerLastFullYear": {138  "value": "10.2",139  "source": "data/mentions_by_year.csv",140  "formula": "mentions/issuers"141 },142 "lastYear": {143  "value": "2026",144  "source": "data/issuers_by_year.csv",145  "formula": "max year (partial)"146 },147 "issuersFilingFirstYear": {148  "value": "1{,}392",149  "source": "data/issuers_by_year.csv",150  "formula": "issuers in 2010"151 },152 "issuersFilingLastYear": {153  "value": "2{,}498",154  "source": "data/issuers_by_year.csv",155  "formula": "issuers in 2026"156 },157 "callsOneZeroK": {158  "value": "135{,}310",159  "source": "results/ledger/table3_ledger_vs_stored.csv",160  "formula": "calls where form_type=10-K"161 },162 "callsOneZeroQ": {163  "value": "363{,}973",164  "source": "results/ledger/table3_ledger_vs_stored.csv",165  "formula": "calls where form_type=10-Q"166 },167 "callsEightK": {168  "value": "204{,}442",169  "source": "results/ledger/table3_ledger_vs_stored.csv",170  "formula": "calls where form_type=8-K"171 },172 "ledgerTotal": {173  "value": "1{,}123{,}098",174  "source": "stats.json:ledger_total",175  "formula": "count(extracted_sections)"176 },177 "ledgerMentionsReturned": {178  "value": "308{,}477",179  "source": "data/ledger_by_form.csv",180  "formula": "sum(mentions)"181 },182 "ledgerGap": {183  "value": "412",184  "source": "data/ledger_by_form.csv, data/mentions_by_form.csv",185  "formula": "sum(ledger mentions) - sum(stored mentions)"186 },187 "ledgerGapByForm": {188  "value": "10-K 127, 10-Q 257, 8-K 28",189  "source": "data/ledger_by_form.csv, data/mentions_by_form.csv",190  "formula": "per form"191 },192 "mentionsStoredEightK": {193  "value": "74{,}566",194  "source": "data/mentions_by_form.csv",195  "formula": "n where form_type=8-K"196 },197 "mentionsLedgerEightK": {198  "value": "74{,}594",199  "source": "data/ledger_by_form.csv",200  "formula": "mentions where form_type=8-K"201 },202 "ledgerSectionsEightK": {203  "value": "400{,}601",204  "source": "data/ledger_by_form.csv",205  "formula": "sections where form_type=8-K"206 },207 "mentionsStoredOneZeroK": {208  "value": "81{,}495",209  "source": "data/mentions_by_form.csv",210  "formula": "n where form_type=10-K"211 },212 "mentionsLedgerOneZeroK": {213  "value": "81{,}622",214  "source": "data/ledger_by_form.csv",215  "formula": "mentions where form_type=10-K"216 },217 "ledgerSectionsOneZeroK": {218  "value": "143{,}704",219  "source": "data/ledger_by_form.csv",220  "formula": "sections where form_type=10-K"221 },222 "mentionsStoredOneZeroQ": {223  "value": "152{,}004",224  "source": "data/mentions_by_form.csv",225  "formula": "n where form_type=10-Q"226 },227 "mentionsLedgerOneZeroQ": {228  "value": "152{,}261",229  "source": "data/ledger_by_form.csv",230  "formula": "mentions where form_type=10-Q"231 },232 "ledgerSectionsOneZeroQ": {233  "value": "578{,}793",234  "source": "data/ledger_by_form.csv",235  "formula": "sections where form_type=10-Q"236 },237 "productiveSections": {238  "value": "168{,}230",239  "source": "data/ledger_by_form.csv",240  "formula": "sum(with_mentions)"241 },242 "productiveShareLedger": {243  "value": "15.0",244  "source": "data/ledger_by_form.csv, stats.json",245  "formula": "100*productive/ledger_total"246 },247 "mentionsPerLedgerSection": {248  "value": "0.27",249  "source": "stats.json",250  "formula": "mentions/ledger_total"251 },252 "mentionsPerProductiveSection": {253  "value": "1.83",254  "source": "stats.json, data/ledger_by_form.csv",255  "formula": "mentions/productive"256 },257 "gatePassTotal": {258  "value": "703{,}725",259  "source": "results/ledger/gate_pass_totals.json:calls or stats.json:gate_pass_total",260  "formula": "gate-passing rows with >= 30 words (true calls)"261 },262 "productiveShareCalls": {263  "value": "23.9",264  "source": "results/ledger/gate_pass_totals.json",265  "formula": "productive_pct_calls"266 },267 "mentionsPerCall": {268  "value": "0.44",269  "source": "results/ledger/gate_pass_totals.json",270  "formula": "mentions_per_call"271 },272 "gatePassRowsAll": {273  "value": "703{,}737",274  "source": "stats.json:gate_pass_total",275  "formula": "regexp_matches(_PROJECT_GATE) over all ledger rows"276 },277 "resumeBatchCalls": {278  "value": "2{,}686",279  "source": "results/ledger/resume_batch1_vs_expected.csv",280  "formula": "sum(calls)"281 },282 "resumeBatchProductive": {283  "value": "23",284  "source": "results/ledger/resume_batch1_vs_expected.csv",285  "formula": "sum(with_mentions)"286 },287 "resumeBatchExpected": {288  "value": "536",289  "source": "results/ledger/resume_batch1_vs_expected.csv",290  "formula": "sum(expected_with_mentions)"291 },292 "resumeBatchSections": {293  "value": "5{,}198",294  "source": "results/ledger/log_summary.json:october.resume_batch1.log_sections",295  "formula": "log"296 },297 "resumeBatchCiks": {298  "value": "19",299  "source": "results/ledger/log_summary.json",300  "formula": "len(ciks)"301 },302 "outageZeroBatches": {303  "value": "14",304  "source": "results/ledger/log_summary.json:october.anomalous_batches",305  "formula": "count"306 },307 "tenKmdnaMentions": {308  "value": "39{,}099",309  "source": "data/ledger_10k_items.csv / ledger_10q_items.csv",310  "formula": "mentions by item"311 },312 "tenQmdnaMentions": {313  "value": "99{,}305",314  "source": "data/ledger_10k_items.csv / ledger_10q_items.csv",315  "formula": "mentions by item"316 },317 "tenKbusinessMentions": {318  "value": "30{,}492",319  "source": "data/ledger_10k_items.csv / ledger_10q_items.csv",320  "formula": "mentions by item"321 },322 "tenQfinancialStatementsMentions": {323  "value": "30{,}159",324  "source": "data/ledger_10k_items.csv / ledger_10q_items.csv",325  "formula": "mentions by item"326 },327 "tenKfullBodyRows": {328  "value": "1{,}230",329  "source": "data/ledger_10k_items.csv",330  "formula": "n where section_name=full_body"331 },332 "typesPctSum": {333  "value": "100.1",334  "source": "data/projects_by_type.csv",335  "formula": "sum(pct)"336 },337 "amountMedianMusd": {338  "value": "128.5",339  "source": "stats.json:amount_total_median_musd or data/amount_dist.csv",340  "formula": "median(total_amount_usd)/1e6"341 },342 "smallNThreshold": {343  "value": "50",344  "source": "data/documented_inputs.json:small_n_threshold",345  "formula": "presentation rule"346 },347 "smallNCategories": {348  "value": "ai_initiative, automation, cloud_migration",349  "source": "data/projects_by_type.csv",350  "formula": "with_amount < 50"351 },352 "projectsExclFinancing": {353  "value": "107{,}960",354  "source": "results/fp_classes/table5_restated_excl_financing.csv",355  "formula": "sum(n_excl_any)"356 },357 "projectsWithFinancingMention": {358  "value": "13{,}139",359  "source": "results/fp_classes/table5_restated_excl_financing.csv",360  "formula": "projects - sum(n_excl_any)"361 },362 "projectsWithFinancingMentionPct": {363  "value": "10.8",364  "source": "results/fp_classes/table5_restated_excl_financing.csv",365  "formula": "100*(projects - sum(n_excl_any))/projects"366 },367 "nExclFinancingCapexProgram": {368  "value": "4{,}519",369  "source": "results/fp_classes/table5_restated_excl_financing.csv",370  "formula": "n_excl_any where project_type=capex_program"371 },372 "shareExclFinancingCapexProgram": {373  "value": "4.2",374  "source": "results/fp_classes/table5_restated_excl_financing.csv",375  "formula": "pct_excl_any where project_type=capex_program"376 },377 "nExclFinancingCostReduction": {378  "value": "5{,}397",379  "source": "results/fp_classes/table5_restated_excl_financing.csv",380  "formula": "n_excl_any where project_type=cost_reduction"381 },382 "shareExclFinancingCostReduction": {383  "value": "5.0",384  "source": "results/fp_classes/table5_restated_excl_financing.csv",385  "formula": "pct_excl_any where project_type=cost_reduction"386 },387 "nExclFinancingMaIntegration": {388  "value": "36{,}687",389  "source": "results/fp_classes/table5_restated_excl_financing.csv",390  "formula": "n_excl_any where project_type=ma_integration"391 },392 "shareExclFinancingMaIntegration": {393  "value": "34.0",394  "source": "results/fp_classes/table5_restated_excl_financing.csv",395  "formula": "pct_excl_any where project_type=ma_integration"396 },397 "shareDataCenter": {398  "value": "0.4",399  "source": "data/projects_by_type.csv",400  "formula": "pct where project_type=data_center"401 },402 "nDataCenter": {403  "value": "449",404  "source": "data/projects_by_type.csv",405  "formula": "n where project_type=data_center"406 },407 "withAmountDataCenter": {408  "value": "129",409  "source": "data/projects_by_type.csv",410  "formula": "with_amount where project_type=data_center"411 },412 "medianAmountDataCenter": {413  "value": "166.0",414  "source": "data/projects_by_type.csv",415  "formula": "median_amount_musd where project_type=data_center"416 },417 "medianAmountCIDataCenter": {418  "value": "93.0--375.0",419  "source": "data/projects_by_type_ci.csv",420  "formula": "ci_low--ci_high where project_type=data_center"421 },422 "shareAiInitiative": {423  "value": "0.3",424  "source": "data/projects_by_type.csv",425  "formula": "pct where project_type=ai_initiative"426 },427 "nAiInitiative": {428  "value": "376",429  "source": "data/projects_by_type.csv",430  "formula": "n where project_type=ai_initiative"431 },432 "withAmountAiInitiative": {433  "value": "20",434  "source": "data/projects_by_type.csv",435  "formula": "with_amount where project_type=ai_initiative"436 },437 "medianAmountAiInitiative": {438  "value": "127.5",439  "source": "data/projects_by_type.csv",440  "formula": "median_amount_musd where project_type=ai_initiative"441 },442 "medianAmountCIAiInitiative": {443  "value": "35.0--612.5",444  "source": "data/projects_by_type_ci.csv",445  "formula": "ci_low--ci_high where project_type=ai_initiative"446 },447 "shareCloudMigration": {448  "value": "0.2",449  "source": "data/projects_by_type.csv",450  "formula": "pct where project_type=cloud_migration"451 },452 "nCloudMigration": {453  "value": "264",454  "source": "data/projects_by_type.csv",455  "formula": "n where project_type=cloud_migration"456 },457 "withAmountCloudMigration": {458  "value": "35",459  "source": "data/projects_by_type.csv",460  "formula": "with_amount where project_type=cloud_migration"461 },462 "medianAmountCloudMigration": {463  "value": "50.0",464  "source": "data/projects_by_type.csv",465  "formula": "median_amount_musd where project_type=cloud_migration"466 },467 "medianAmountCICloudMigration": {468  "value": "9.4--250.0",469  "source": "data/projects_by_type_ci.csv",470  "formula": "ci_low--ci_high where project_type=cloud_migration"471 },472 "shareAutomation": {473  "value": "0.3",474  "source": "data/projects_by_type.csv",475  "formula": "pct where project_type=automation"476 },477 "nAutomation": {478  "value": "374",479  "source": "data/projects_by_type.csv",480  "formula": "n where project_type=automation"481 },482 "withAmountAutomation": {483  "value": "25",484  "source": "data/projects_by_type.csv",485  "formula": "with_amount where project_type=automation"486 },487 "medianAmountAutomation": {488  "value": "13.7",489  "source": "data/projects_by_type.csv",490  "formula": "median_amount_musd where project_type=automation"491 },492 "medianAmountCIAutomation": {493  "value": "3.4--38.4",494  "source": "data/projects_by_type_ci.csv",495  "formula": "ci_low--ci_high where project_type=automation"496 },497 "shareMaIntegration": {498  "value": "34.5",499  "source": "data/projects_by_type.csv",500  "formula": "pct where project_type=ma_integration"501 },502 "nMaIntegration": {503  "value": "41{,}742",504  "source": "data/projects_by_type.csv",505  "formula": "n where project_type=ma_integration"506 },507 "withAmountMaIntegration": {508  "value": "28{,}044",509  "source": "data/projects_by_type.csv",510  "formula": "with_amount where project_type=ma_integration"511 },512 "medianAmountMaIntegration": {513  "value": "155.0",514  "source": "data/projects_by_type.csv",515  "formula": "median_amount_musd where project_type=ma_integration"516 },517 "medianAmountCIMaIntegration": {518  "value": "150.0--161.5",519  "source": "data/projects_by_type_ci.csv",520  "formula": "ci_low--ci_high where project_type=ma_integration"521 },522 "shareCapexProgram": {523  "value": "8.9",524  "source": "data/projects_by_type.csv",525  "formula": "pct where project_type=capex_program"526 },527 "nCapexProgram": {528  "value": "10{,}720",529  "source": "data/projects_by_type.csv",530  "formula": "n where project_type=capex_program"531 },532 "withAmountCapexProgram": {533  "value": "9{,}452",534  "source": "data/projects_by_type.csv",535  "formula": "with_amount where project_type=capex_program"536 },537 "medianAmountCapexProgram": {538  "value": "300.0",539  "source": "data/projects_by_type.csv",540  "formula": "median_amount_musd where project_type=capex_program"541 },542 "medianAmountCICapexProgram": {543  "value": "300.0--323.2",544  "source": "data/projects_by_type_ci.csv",545  "formula": "ci_low--ci_high where project_type=capex_program"546 },547 "sharePartnership": {548  "value": "8.2",549  "source": "data/projects_by_type.csv",550  "formula": "pct where project_type=partnership"551 },552 "nPartnership": {553  "value": "9{,}909",554  "source": "data/projects_by_type.csv",555  "formula": "n where project_type=partnership"556 },557 "withAmountPartnership": {558  "value": "2{,}943",559  "source": "data/projects_by_type.csv",560  "formula": "with_amount where project_type=partnership"561 },562 "medianAmountPartnership": {563  "value": "75.0",564  "source": "data/projects_by_type.csv",565  "formula": "median_amount_musd where project_type=partnership"566 },567 "medianAmountCIPartnership": {568  "value": "60.0--81.9",569  "source": "data/projects_by_type_ci.csv",570  "formula": "ci_low--ci_high where project_type=partnership"571 },572 "shareGeographicExpansion": {573  "value": "6.5",574  "source": "data/projects_by_type.csv",575  "formula": "pct where project_type=geographic_expansion"576 },577 "nGeographicExpansion": {578  "value": "7{,}868",579  "source": "data/projects_by_type.csv",580  "formula": "n where project_type=geographic_expansion"581 },582 "withAmountGeographicExpansion": {583  "value": "1{,}431",584  "source": "data/projects_by_type.csv",585  "formula": "with_amount where project_type=geographic_expansion"586 },587 "medianAmountGeographicExpansion": {588  "value": "36.7",589  "source": "data/projects_by_type.csv",590  "formula": "median_amount_musd where project_type=geographic_expansion"591 },592 "medianAmountCIGeographicExpansion": {593  "value": "30.1--44.6",594  "source": "data/projects_by_type_ci.csv",595  "formula": "ci_low--ci_high where project_type=geographic_expansion"596 },597 "sharePlantConstruction": {598  "value": "6.3",599  "source": "data/projects_by_type.csv",600  "formula": "pct where project_type=plant_construction"601 },602 "nPlantConstruction": {603  "value": "7{,}590",604  "source": "data/projects_by_type.csv",605  "formula": "n where project_type=plant_construction"606 },607 "withAmountPlantConstruction": {608  "value": "2{,}511",609  "source": "data/projects_by_type.csv",610  "formula": "with_amount where project_type=plant_construction"611 },612 "medianAmountPlantConstruction": {613  "value": "56.0",614  "source": "data/projects_by_type.csv",615  "formula": "median_amount_musd where project_type=plant_construction"616 },617 "medianAmountCIPlantConstruction": {618  "value": "50.0--64.9",619  "source": "data/projects_by_type_ci.csv",620  "formula": "ci_low--ci_high where project_type=plant_construction"621 },622 "techCategoriesCountRange": {623  "value": "264--449",624  "source": "data/projects_by_type.csv",625  "formula": "min/max n over data_center, ai_initiative, cloud_migration, automation"626 },627 "sectorTopFourPerIssuerRange": {628  "value": "62--75",629  "source": "data/projects_by_sector.csv",630  "formula": "floor(min)/ceil(max) of per_issuer over the four highest sectors: Utilities, Materials, Energy, Real Estate"631 },632 "sectorTopFourNames": {633  "value": "utilities, materials, energy, real estate",634  "source": "data/projects_by_sector.csv",635  "formula": "four highest per_issuer"636 },637 "sectorFinancialsPerIssuer": {638  "value": "32",639  "source": "data/projects_by_sector.csv",640  "formula": "round(per_issuer) for Financials"641 },642 "sectorProjectsHealthCare": {643  "value": "23{,}679",644  "source": "data/projects_by_sector.csv",645  "formula": "n for Health Care"646 },647 "sectorIssuersHealthCare": {648  "value": "429",649  "source": "data/projects_by_sector.csv",650  "formula": "issuers for Health Care"651 },652 "sectorProjectsIndustrials": {653  "value": "17{,}890",654  "source": "data/projects_by_sector.csv",655  "formula": "n for Industrials"656 },657 "sectorIssuersIndustrials": {658  "value": "386",659  "source": "data/projects_by_sector.csv",660  "formula": "issuers for Industrials"661 },662 "cohortEffectAll": {663  "value": "8.8",664  "source": "results/runs/table6_cohort_regression.json",665  "formula": "projects_all_on_sp500.in_sp500.coef"666 },667 "cohortEffectAllSE": {668  "value": "1.62",669  "source": "results/runs/table6_cohort_regression.json",670  "formula": "projects_all_on_sp500.in_sp500.hc1_se"671 },672 "cohortEffectOctober": {673  "value": "-23.0",674  "source": "results/runs/table6_cohort_regression.json",675  "formula": "projects_october_only_on_sp500.in_sp500.coef"676 },677 "cohortEffectOctoberSE": {678  "value": "1.20",679  "source": "results/runs/table6_cohort_regression.json",680  "formula": "projects_october_only_on_sp500.in_sp500.hc1_se"681 },682 "cohortEffectVolumeControl": {683  "value": "-0.28",684  "source": "results/runs/table6_cohort_regression.json",685  "formula": "projects_all_on_sp500_log_rows.in_sp500.coef"686 },687 "cohortEffectVolumeControlSE": {688  "value": "1.52",689  "source": "results/runs/table6_cohort_regression.json",690  "formula": "projects_all_on_sp500_log_rows.in_sp500.hc1_se"691 },692 "perIssuerAllBoth": {693  "value": "55.8",694  "source": "results/runs/table6_cohort.csv",695  "formula": "per_issuer_all where cohort=both"696 },697 "perIssuerOctoberBoth": {698  "value": "25.1",699  "source": "results/runs/table6_cohort.csv",700  "formula": "per_issuer_october_only where cohort=both"701 },702 "perIssuerAllRussellOnly": {703  "value": "46.9",704  "source": "results/runs/table6_cohort.csv",705  "formula": "per_issuer_all where cohort=russell_only"706 },707 "perIssuerOctoberRussellOnly": {708  "value": "46.9",709  "source": "results/runs/table6_cohort.csv",710  "formula": "per_issuer_october_only where cohort=russell_only"711 },712 "perIssuerAllSpFiveZeroZeroOnly": {713  "value": "42.7",714  "source": "results/runs/table6_cohort.csv",715  "formula": "per_issuer_all where cohort=sp500_only"716 },717 "perIssuerOctoberSpFiveZeroZeroOnly": {718  "value": "13.1",719  "source": "results/runs/table6_cohort.csv",720  "formula": "per_issuer_october_only where cohort=sp500_only"721 },722 "spanKnownN": {723  "value": "103{,}500",724  "source": "data/duration.csv",725  "formula": "projects - unknown"726 },727 "spanUnknownN": {728  "value": "17{,}599",729  "source": "data/duration.csv",730  "formula": "n where span_years=unknown"731 },732 "spanUnknownShareAll": {733  "value": "14.5",734  "source": "data/duration.csv",735  "formula": "100*unknown/projects"736 },737 "spanZeroShareAll": {738  "value": "55.5",739  "source": "data/duration.csv",740  "formula": "100*n(0)/projects"741 },742 "spanZeroShareKnown": {743  "value": "64.9",744  "source": "data/duration.csv",745  "formula": "100*n(0)/(projects-unknown)"746 },747 "spanOverFiveShareAll": {748  "value": "8.5",749  "source": "data/duration.csv",750  "formula": "100*n(>5)/projects"751 },752 "spanOverFiveShareKnown": {753  "value": "10.0",754  "source": "data/duration.csv",755  "formula": "100*n(>5)/(projects-unknown)"756 },757 "statusShareInProgress": {758  "value": "41.6",759  "source": "data/projects_by_status.csv",760  "formula": "pct where status=in_progress"761 },762 "statusShareCompleted": {763  "value": "41.0",764  "source": "data/projects_by_status.csv",765  "formula": "pct where status=completed"766 },767 "statusSharePlanned": {768  "value": "15.1",769  "source": "data/projects_by_status.csv",770  "formula": "pct where status=planned"771 },772 "statusShareMentioned": {773  "value": "2.3",774  "source": "data/projects_by_status.csv",775  "formula": "pct where status=mentioned"776 },777 "singleMentionShare": {778  "value": "60.2",779  "source": "data/mentions_per_project.csv",780  "formula": "100*n(bucket=1)/projects"781 },782 "twoMentionShare": {783  "value": "17.0",784  "source": "data/mentions_per_project.csv",785  "formula": "100*n(bucket=2)/projects"786 },787 "overFiveMentionShare": {788  "value": "8.2",789  "source": "data/mentions_per_project.csv",790  "formula": "100*(n(6-10)+n(>10))/projects"791 },792 "overTenMentionShare": {793  "value": "3.1",794  "source": "data/mentions_per_project.csv",795  "formula": "100*n(bucket=>10)/projects"796 },797 "confShareOne": {798  "value": "35.2",799  "source": "data/confidence_dist.csv",800  "formula": "100*n(conf=1.0)/mentions"801 },802 "confShareNine": {803  "value": "32.7",804  "source": "data/confidence_dist.csv",805  "formula": "100*n(conf=0.9)/mentions"806 },807 "confShareLeSix": {808  "value": "1.6",809  "source": "data/confidence_dist.csv",810  "formula": "100*n(conf<=0.6)/mentions"811 },812 "confExactDefaultCount": {813  "value": "3{,}278",814  "source": "stats.json:conf_exact_default_count",815  "formula": "count(round(confidence,3)=0.600)"816 },817 "amountMaxBusd": {818  "value": "1{,}000.0",819  "source": "stats.json:amount_max",820  "formula": "max(total_amount_usd)/1e9"821 },822 "amountGeFiftyB": {823  "value": "104",824  "source": "stats.json:amount_ge_50b",825  "formula": "count(total_amount_usd >= 50e9)"826 },827 "amountLeZero": {828  "value": "259",829  "source": "stats.json:amount_le_zero",830  "formula": "count(total_amount_usd <= 0)"831 },832 "amountRawDeviations": {833  "value": "584",834  "source": "stats.json:amount_raw_deviations",835  "formula": "count(amount_raw is distinct from format(amount_usd))"836 },837 "amountMentionsGeFiftyB": {838  "value": "161",839  "source": "results/grounding/amount_tail.json",840  "formula": "ge_50e9"841 },842 "amountMentionsZero": {843  "value": "584",844  "source": "results/grounding/amount_tail.json",845  "formula": "eq_0"846 },847 "amountMentionsNegative": {848  "value": "24",849  "source": "results/grounding/amount_tail.json",850  "formula": "lt_0"851 },852 "amountProjectsGeFiftyB": {853  "value": "104",854  "source": "results/grounding/amount_tail.json",855  "formula": "projects_max_amount_ge_50e9"856 },857 "amountTopTwoHundredNumberFound": {858  "value": "191",859  "source": "results/grounding/amount_tail.json",860  "formula": "top200_grounded_number[0]"861 },862 "amountTopTwoHundredCurrency": {863  "value": "178",864  "source": "results/grounding/amount_tail.json",865  "formula": "top200_grounded_number[1]"866 },867 "amountNonUsdTokenShare": {868  "value": "1.6",869  "source": "results/grounding/amount_tail.json",870  "formula": "100*nonusd_within_40_share[0]/[1]"871 },872 "amountMentions": {873  "value": "120{,}240",874  "source": "stats.json:mentions_fields[0]",875  "formula": "count(amount_usd is not null)"876 },877 "amountMentionsShare": {878  "value": "39.0",879  "source": "stats.json",880  "formula": "100*mentions_fields[0]/mentions"881 },882 "amountProjects": {883  "value": "56{,}500",884  "source": "stats.json:projects_fields[0]",885  "formula": "count(total_amount_usd is not null)"886 },887 "amountProjectsShare": {888  "value": "46.7",889  "source": "stats.json",890  "formula": "100*projects_fields[0]/projects"891 },892 "amountPTwoFiveMusd": {893  "value": "23",894  "source": "data/amount_dist.csv",895  "formula": "q[1]/1e6"896 },897 "amountPSevenFiveMusd": {898  "value": "500",899  "source": "data/amount_dist.csv",900  "formula": "q[3]/1e6"901 },902 "amountPNineNineBusd": {903  "value": "12.5",904  "source": "data/amount_dist.csv",905  "formula": "q[5]/1e9"906 },907 "amountSumTusd": {908  "value": "55.9",909  "source": "data/amount_dist.csv",910  "formula": "sum_gusd/1e3"911 },912 "kgNodes": {913  "value": "183{,}472",914  "source": "data/kg.csv",915  "formula": "sum(n) where k=nodes"916 },917 "kgEdges": {918  "value": "204{,}456",919  "source": "data/kg.csv",920  "formula": "sum(n) where k=edges"921 },922 "kgNodesProject": {923  "value": "121{,}099",924  "source": "data/kg.csv",925  "formula": "n where node_type=Project"926 },927 "kgNodesPartner": {928  "value": "36{,}822",929  "source": "data/kg.csv",930  "formula": "n where node_type=Partner"931 },932 "kgNodesLocation": {933  "value": "14{,}508",934  "source": "data/kg.csv",935  "formula": "n where node_type=Location"936 },937 "kgNodesTechnology": {938  "value": "8{,}551",939  "source": "data/kg.csv",940  "formula": "n where node_type=Technology"941 },942 "kgNodesCompany": {943  "value": "2{,}492",944  "source": "data/kg.csv",945  "formula": "n where node_type=Company"946 },947 "provenanceForms": {948  "value": "8-K",949  "source": "data/example_provenance.csv",950  "formula": "distinct form_type of the printed rows"951 },952 "provenanceN": {953  "value": "8",954  "source": "data/example_provenance.csv",955  "formula": "rows printed"956 },957 "provenanceFirst": {958  "value": "2014-04-08",959  "source": "data/example_provenance.csv",960  "formula": "min filing_date"961 },962 "provenanceLast": {963  "value": "2022-03-07",964  "source": "data/example_provenance.csv",965  "formula": "max filing_date"966 },967 "provenanceMaxAmountBusd": {968  "value": "11.5",969  "source": "data/example_provenance.csv",970  "formula": "max(amount_usd)/1e9"971 },972 "provenanceNameYear": {973  "value": "2022",974  "source": "data/example_provenance.csv",975  "formula": "filing year of the last mention (representative name source)"976 },977 "provenanceProjectId": {978  "value": "3e2705ba",979  "source": "data/example_provenance.csv",980  "formula": "project_id[:8]"981 },982 "provenanceKeyToken": {983  "value": "san patricio county, texas",984  "source": "results/resolver/example_provenance_keys.csv",985  "formula": "last field of gkey (location token) of the example project"986 },987 "gateRegexFlags": {988  "value": "re.IGNORECASE",989  "source": "code/audit/spid_snapshot/rules.py",990  "formula": "re.compile flags"991 },992 "gateRegexLength": {993  "value": "215",994  "source": "rules.py:_PROJECT_GATE",995  "formula": "len(pattern)"996 },997 "gateRegexAlternatives": {998  "value": "25",999  "source": "rules.py:_PROJECT_GATE",1000  "formula": "number of alternatives"1001 },1002 "taxonomyN": {1003  "value": "21",1004  "source": "taxonomy.py:PROJECT_TYPES",1005  "formula": "len"1006 },1007 "yearsRegexEqualPct": {1008  "value": "39",1009  "source": "results/grounding/fallback_bounds.json",1010  "formula": "100*years_eq_regex_desc/years_nonempty"1011 },1012 "techsRegexEqualPct": {1013  "value": "46",1014  "source": "results/grounding/fallback_bounds.json",1015  "formula": "100*techs_eq_regex_desc/techs_nonempty"1016 },1017 "yearsNotInText": {1018  "value": "604",1019  "source": "results/grounding/fallback_bounds.json",1020  "formula": "years_not_subset_of_text"1021 },1022 "techDeployMentionedNoSignal": {1023  "value": "90",1024  "source": "results/grounding/fallback_bounds.json",1025  "formula": "tech_deploy_mentioned_no_any_signal"1026 },1027 "techDeployMentionedTotal": {1028  "value": "124",1029  "source": "results/grounding/fallback_bounds.json",1030  "formula": "tech_deploy_total[1]"1031 },1032 "groundPartnersCheckN": {1033  "value": "5{,}287",1034  "source": "results/grounding/partners_normalisation_check.json",1035  "formula": "with_partners (mentions with a partner in the sample)"1036 },1037 "groundPartnersCheckAuditPct": {1038  "value": "99.3",1039  "source": "results/grounding/partners_normalisation_check.json",1040  "formula": "partners_grounded_pct_audit_rule"1041 },1042 "groundPartnersPlainCasefoldPct": {1043  "value": "96.1",1044  "source": "results/grounding/partners_normalisation_check.json",1045  "formula": "partners_grounded_pct_naive_casefold"1046 },1047 "groundPartnersCheckSample": {1048  "value": "20{,}000",1049  "source": "results/grounding/partners_normalisation_check.json",1050  "formula": "sample_mentions (reservoir sample)"1051 },1052 "groundedYearsPct": {1053  "value": "99.8",1054  "source": "results/grounding/grounding_by_group.csv",1055  "formula": "grounded_share all/years"1056 },1057 "groundedYearsCI": {1058  "value": "[99.7, 99.8]",1059  "source": "results/grounding/grounding_by_group.csv",1060  "formula": "ci all/years"1061 },1062 "groundedYearsOneZeroKPct": {1063  "value": "99.6",1064  "source": "results/grounding/grounding_by_group.csv",1065  "formula": "grounded_share form=10-K/years"1066 },1067 "groundedYearsOneZeroQPct": {1068  "value": "99.8",1069  "source": "results/grounding/grounding_by_group.csv",1070  "formula": "grounded_share form=10-Q/years"1071 },1072 "groundedYearsEightKPct": {1073  "value": "99.8",1074  "source": "results/grounding/grounding_by_group.csv",1075  "formula": "grounded_share form=8-K/years"1076 },1077 "groundedPartnersPct": {1078  "value": "99.4",1079  "source": "results/grounding/grounding_by_group.csv",1080  "formula": "grounded_share all/partners"1081 },1082 "groundedPartnersCI": {1083  "value": "[99.3, 99.5]",1084  "source": "results/grounding/grounding_by_group.csv",1085  "formula": "ci all/partners"1086 },1087 "groundedPartnersOneZeroKPct": {1088  "value": "99.3",1089  "source": "results/grounding/grounding_by_group.csv",1090  "formula": "grounded_share form=10-K/partners"1091 },1092 "groundedPartnersOneZeroQPct": {1093  "value": "99.1",1094  "source": "results/grounding/grounding_by_group.csv",1095  "formula": "grounded_share form=10-Q/partners"1096 },1097 "groundedPartnersEightKPct": {1098  "value": "99.6",1099  "source": "results/grounding/grounding_by_group.csv",1100  "formula": "grounded_share form=8-K/partners"1101 },1102 "groundedAmountNumberPct": {1103  "value": "93.7",1104  "source": "results/grounding/grounding_by_group.csv",1105  "formula": "grounded_share all/amount_number"1106 },1107 "groundedAmountNumberCI": {1108  "value": "[93.6, 93.9]",1109  "source": "results/grounding/grounding_by_group.csv",1110  "formula": "ci all/amount_number"1111 },1112 "groundedAmountNumberOneZeroKPct": {1113  "value": "97.4",1114  "source": "results/grounding/grounding_by_group.csv",1115  "formula": "grounded_share form=10-K/amount_number"1116 },1117 "groundedAmountNumberOneZeroQPct": {1118  "value": "97.5",1119  "source": "results/grounding/grounding_by_group.csv",1120  "formula": "grounded_share form=10-Q/amount_number"1121 },1122 "groundedAmountNumberEightKPct": {1123  "value": "86.9",1124  "source": "results/grounding/grounding_by_group.csv",1125  "formula": "grounded_share form=8-K/amount_number"1126 },1127 "groundedAmountWithCurrencyPct": {1128  "value": "80.5",1129  "source": "results/grounding/grounding_by_group.csv",1130  "formula": "grounded_share all/amount_with_currency"1131 },1132 "groundedAmountWithCurrencyCI": {1133  "value": "[80.2, 80.7]",1134  "source": "results/grounding/grounding_by_group.csv",1135  "formula": "ci all/amount_with_currency"1136 },1137 "groundedAmountWithCurrencyOneZeroKPct": {1138  "value": "86.8",1139  "source": "results/grounding/grounding_by_group.csv",1140  "formula": "grounded_share form=10-K/amount_with_currency"1141 },1142 "groundedAmountWithCurrencyOneZeroQPct": {1143  "value": "82.3",1144  "source": "results/grounding/grounding_by_group.csv",1145  "formula": "grounded_share form=10-Q/amount_with_currency"1146 },1147 "groundedAmountWithCurrencyEightKPct": {1148  "value": "74.9",1149  "source": "results/grounding/grounding_by_group.csv",1150  "formula": "grounded_share form=8-K/amount_with_currency"1151 },1152 "groundedLocationsPct": {1153  "value": "78.3",1154  "source": "results/grounding/grounding_by_group.csv",1155  "formula": "grounded_share all/locations"1156 },1157 "groundedLocationsCI": {1158  "value": "[78.0, 78.6]",1159  "source": "results/grounding/grounding_by_group.csv",1160  "formula": "ci all/locations"1161 },1162 "groundedLocationsOneZeroKPct": {1163  "value": "85.7",1164  "source": "results/grounding/grounding_by_group.csv",1165  "formula": "grounded_share form=10-K/locations"1166 },1167 "groundedLocationsOneZeroQPct": {1168  "value": "82.1",1169  "source": "results/grounding/grounding_by_group.csv",1170  "formula": "grounded_share form=10-Q/locations"1171 },1172 "groundedLocationsEightKPct": {1173  "value": "67.8",1174  "source": "results/grounding/grounding_by_group.csv",1175  "formula": "grounded_share form=8-K/locations"1176 },1177 "groundedTechnologiesPct": {1178  "value": "63.6",1179  "source": "results/grounding/grounding_by_group.csv",1180  "formula": "grounded_share all/technologies"1181 },1182 "groundedTechnologiesCI": {1183  "value": "[63.0, 64.2]",1184  "source": "results/grounding/grounding_by_group.csv",1185  "formula": "ci all/technologies"1186 },1187 "groundedTechnologiesOneZeroKPct": {1188  "value": "63.8",1189  "source": "results/grounding/grounding_by_group.csv",1190  "formula": "grounded_share form=10-K/technologies"1191 },1192 "groundedTechnologiesOneZeroQPct": {1193  "value": "64.8",1194  "source": "results/grounding/grounding_by_group.csv",1195  "formula": "grounded_share form=10-Q/technologies"1196 },1197 "groundedTechnologiesEightKPct": {1198  "value": "58.2",1199  "source": "results/grounding/grounding_by_group.csv",1200  "formula": "grounded_share form=8-K/technologies"1201 },1202 "groundedAllFieldsPct": {1203  "value": "88.2",1204  "source": "results/grounding/grounding_all_structured.csv",1205  "formula": "pct where g=all"1206 },1207 "groundedAllFieldsTenKPct": {1208  "value": "92.2",1209  "source": "results/grounding/grounding_all_structured.csv",1210  "formula": "pct where g=10-K"1211 },1212 "groundedAllFieldsTenQPct": {1213  "value": "92.4",1214  "source": "results/grounding/grounding_all_structured.csv",1215  "formula": "pct where g=10-Q"1216 },1217 "groundedAllFieldsEightKPct": {1218  "value": "76.6",1219  "source": "results/grounding/grounding_all_structured.csv",1220  "formula": "pct where g=8-K"1221 },1222 "groundedAllFieldsJunePct": {1223  "value": "84.5",1224  "source": "results/grounding/grounding_all_structured.csv",1225  "formula": "pct where g=backfilled_june"1226 },1227 "groundedAllFieldsOctoberPct": {1228  "value": "88.7",1229  "source": "results/grounding/grounding_all_structured.csv",1230  "formula": "pct where g=october"1231 },1232 "groundedAllFieldsN": {1233  "value": "276{,}168",1234  "source": "results/grounding/grounding_all_structured.csv",1235  "formula": "n_with_fields where g=all"1236 },1237 "projectCountRangeKeys": {1238  "value": "21{,}027--308{,}065",1239  "source": "results/resolver/spec_curve.csv",1240  "formula": "min/max projects over keys at threshold 0.45"1241 },1242 "projectCountRangeKeysN": {1243  "value": "9",1244  "source": "results/resolver/spec_curve.csv",1245  "formula": "number of keys at threshold 0.45"1246 },1247 "projectCountRangeResolvedKeys": {1248  "value": "21{,}027--198{,}488",1249  "source": "results/resolver/spec_curve.csv",1250  "formula": "min/max projects over keys at 0.45 excluding the mention level"1251 },1252 "projectCountRangeAll": {1253  "value": "16{,}562--308{,}065",1254  "source": "results/resolver/spec_curve.csv",1255  "formula": "min/max projects over all keys x thresholds"1256 },1257 "projectCountCurrentKey": {1258  "value": "121{,}099",1259  "source": "results/resolver/spec_curve.csv",1260  "formula": "key=k_current at 0.45"1261 },1262 "projectCountStrict": {1263  "value": "198{,}488",1264  "source": "results/resolver/spec_curve.csv",1265  "formula": "key=k_strict at 0.45"1266 },1267 "projectCountCikType": {1268  "value": "21{,}027",1269  "source": "results/resolver/spec_curve.csv",1270  "formula": "key=k_cik_type at 0.45"1271 },1272 "projectCountTypeDropped": {1273  "value": "96{,}749",1274  "source": "results/resolver/spec_curve.csv",1275  "formula": "key=k_type_dropped at 0.45"1276 },1277 "projectCountNameOnly": {1278  "value": "114{,}244",1279  "source": "results/resolver/spec_curve.csv",1280  "formula": "key=k_name_only at 0.45"1281 },1282 "projectCountCurrentKeyHighThreshold": {1283  "value": "83{,}483",1284  "source": "results/resolver/spec_curve.csv",1285  "formula": "key=k_current at 0.9"1286 },1287 "specCurveThresholdMax": {1288  "value": "0.9",1289  "source": "results/resolver/spec_curve.csv",1290  "formula": "max threshold"1291 },1292 "topNameTokens": {1293  "value": "\\texttt{acquisition} (3.4\\%), \\texttt{share} (3.1\\%), \\texttt{expansion} (1.8\\%), \\texttt{stock} (1.7\\%), \\texttt{investment} (1.6\\%), \\texttt{merger} (1.3\\%), \\texttt{sale} (1.3\\%), \\texttt{development} (1.2\\%), \\texttt{strategic} (0.9\\%), \\texttt{capital} (0.8\\%)",1294  "source": "results/resolver/top_name_tokens.csv",1295  "formula": "top-10 tokens, pct of token-keyed projects"1296 },1297 "topNameTokensProjectsPct": {1298  "value": "17.2",1299  "source": 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