Observatory · observe first
Follow the allocation change
Matched S&P 500 members → sector → industry → sub-industry → company. Each step uses the same percentage points.
Historical time machine
Historical observation
20182026
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Consumer Discretionary
Home Improvement Retail1.73%-0.10 ppRestaurants1.56%+0.10 ppHotels, Resorts & Cruise Lines0.89%-0.05 ppApparel, Accessories & Luxury Goods0.45%+0.04 ppApparel Retail0.35%+0.03 ppBroadline Retail0.46%+0.02 ppAutomotive Retail0.11%-0.02 ppOther Specialty Retail0.10%+0.02 ppCasinos & Gaming0.23%+0.01 ppComputer & Electronics Retail0.13%+0.01 ppDistributors0.08%-0.01 ppAutomotive Parts & Equipment0.14%-0.01 ppHomebuilding0.16%-0.00 ppAutomobile Manufacturers0.58%-0.00 ppConsumer Electronics0.07%+0.00 ppLeisure Products0.07%+0.00 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp
3 · Sub-industry
Inside Other Specialty Retail
Other Specialty Retail · weight
0.10%
Industry change · 12M
+0.02 pp
Other Specialty Retail · contribution
+0.016 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 2018 · sorted by absolute contribution to 12-month change
| Company | Country | Market cap | Universe weight | 3M contribution | 12M contribution | 12M price return | Above 6M weight average |
|---|---|---|---|---|---|---|---|
| Ulta Beauty → ULTA | United States | $15.2bn | 0.093% | +0.016 pp | +0.016 pp | +13.0% | Yes |
| Tractor Supply → TSCO | United States | $1.7bn | 0.010% | -0.000 pp | -0.000 pp | -10.5% | Yes |
Company contributions use weights among matched S&P 500 members and add through each level without rescaling. Companies without matched shares and prices are omitted. These observations do not establish official index weights or actual fund flows.