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 Industrials
Aerospace & Defense6.48%-0.60 ppIndustrial Conglomerates1.26%-0.11 ppConstruction Machinery & Heavy Transportation Equipment0.73%-0.10 ppRail Transportation1.04%+0.10 ppData Processing & Outsourced Services0.08%+0.08 ppIndustrial Machinery & Supplies & Components1.02%-0.06 ppHuman Resource & Employment Services0.49%+0.04 ppAgricultural & Farm Machinery0.27%-0.03 ppDiversified Support Services0.05%+0.03 ppAir Freight & Logistics0.96%-0.02 ppResearch & Consulting Services0.19%+0.01 ppTrading Companies & Distributors0.10%-0.01 ppEnvironmental & Facilities Services0.36%+0.01 ppBuilding Products0.46%-0.01 ppPassenger Airlines0.54%-0.01 ppElectrical Components & Equipment0.72%-0.00 ppConstruction & Engineering0.08%+0.00 ppCargo Ground Transportation0.08%+0.00 ppHeavy Electrical Equipment0.00%+0.00 ppPassenger Ground Transportation0.00%+0.00 pp
3 · Sub-industry
Inside Data Processing & Outsourced Services
Data Processing & Outsourced Services · weight
0.08%
Industry change · 12M
+0.08 pp
Data Processing & Outsourced Services · contribution
+0.078 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 |
|---|---|---|---|---|---|---|---|
| Broadridge Financial Solutions → BR | United States | $13.3bn | 0.078% | +0.078 pp | +0.078 pp | +18.0% | 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.