J's framing: "if a contractor works for Target, future Target contracts
mean money flows back to the contractor — the ticker is an associated
indicator." Now the profiler index attaches three flavors of ticker per
contractor and renders them as colored pills:
green DIRECT contractor IS the public issuer (Target Corp → TGT)
amber PARENT contractor is a subsidiary of a public parent
(Turner Construction → HOC.DE via Hochtief AG)
blue ASSOCIATED contractor co-appears on permits with a public
entity (TORNOW, KYLE F → TGT, 3 shared permits with
TARGET CORPORATION)
The associated flavor is the correlation signal J described — it pulls
the ticker for whoever the contractor has been working *with*, not
just what they are themselves. Most contractors are private; the
associated link is how the moat shows up.
Server-side:
- entity.ts new export `lookupTickerLite(name)` — cheap in-memory
resolver that does only the SEC tickers index lookup + curated
KNOWN_PARENT_MAP check, no per-call SEC profile or Stooq fetch.
~10ms per name after the index is loaded once.
- /intelligence/profiler_index now runs a third Socrata pull
(5K permit pairs in window) to build a co-occurrence map. For each
contractor in the result, attaches:
.tickers.direct[] — name matches a public issuer
.tickers.associated[] — top 5 co-permit partners that resolve
to a ticker, with partner_name +
co_permits count + partner_via reason
Front-end:
- mcp-server/profiler.html — new .ticker-pill styles (3 colors per
attribution kind), pills render under the contractor name in the
table. Hover title gives the full reason path.
Verified end-to-end on the public URL:
search="tornow" → blue TGT pill, hint "Associated via co-permits
with TARGET CORPORATION (3 shared permits) —
TARGET CORP"
search="target" → green TGT × 2 (TARGET CORPORATION +
CORPORATION TARGET name variants both resolve
direct to the same issuer)
default top 200 → 15 ticker pills surface across the page including
JPM (via JPMORGAN CHASE BANK co-permits) and
parent-link tickers for the construction majors.
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