Give me mid and small-cap companies

Screening Filters

1. Market Cap Category: ['mid', 'small']

   • Purpose: To specifically return mid-cap and small-cap stocks.
   • Rationale: Your latest request was: “Provide a list of mid and small-cap companies.” This filter directly enforces that requirement by excluding large-cap and micro-cap names, so the results focus on companies similar in size profile to BATL (a smaller energy name), which typically have higher growth and higher risk than large caps.

2. Sector: ['Energy', 'Energy - Fossil Fuels']

   • Purpose: To limit the list to companies whose business is in the energy space, especially fossil-fuel-related (oil & gas, etc.).

   • Rationale: In your earlier messages, you:

     • Wanted companies whose revenue depends on selling oil and benefits when oil prices rise.
     • Asked for a company “like $BATL”, which is an upstream oil & gas producer.

     Based on that context, the screener continues to focus on energy / fossil-fuel companies, so that the mid/small-cap list you get is populated by names whose revenues are likely to be closely tied to oil & gas prices, not just any random mid or small cap.

3. Region: ['United States']

   • Purpose: To focus on U.S.-based or U.S.-listed companies.
   • Rationale: BATL and most of the liquid oil producers you’re likely familiar with are U.S. companies. Limiting to the U.S.:
     • Makes the list more comparable to BATL (regulatory, accounting, and reporting standards are similar).
     • Generally improves data quality and availability.
     • Avoids mixing in less transparent or hard-to-research small foreign producers.

4. Listed Exchange: ['XNYS', 'XNAS', 'XASE']

   • Purpose: To include only companies listed on major U.S. exchanges:
     • XNYS = NYSE
     • XNAS = NASDAQ
     • XASE = NYSE American (formerly AMEX, where many small-cap energy names trade)
   • Rationale: This helps ensure:
     • Better liquidity and tighter spreads than OTC/pink-sheet names.
     • Higher listing standards (governance, reporting), which is especially important with smaller caps where risk is higher.
     • A more investable universe if you’re trading through a standard brokerage account.

Why Results Match Your Request

• The core of your request (“mid and small-cap companies”) is directly captured by the market_cap_category filter, so everything you see will be mid or small cap.
• The energy / fossil-fuel sector filters incorporate your earlier requirement that revenues depend on selling oil and benefit from higher oil prices, plus your reference to a company like BATL. This keeps the list aligned not just on size, but also on business model.
• The U.S. region and major-exchange filters help ensure the companies are more comparable, investable, and transparent, which is particularly important for short-term trading or investment ideas in smaller caps.

If you actually want mid and small-cap companies from any sector, not just oil/energy, we can remove the sector constraint and re-run the screen more broadly.