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 & Defense5.52%-1.24 ppHuman Resource & Employment Services0.57%+0.12 ppRail Transportation1.10%+0.12 ppIndustrial Machinery & Supplies & Components0.97%-0.11 ppAir Freight & Logistics0.82%-0.10 ppEnvironmental & Facilities Services0.45%+0.10 ppConstruction Machinery & Heavy Transportation Equipment0.72%-0.08 ppPassenger Airlines0.49%-0.08 ppIndustrial Conglomerates1.23%-0.07 ppData Processing & Outsourced Services0.07%+0.07 ppElectrical Components & Equipment0.67%-0.06 ppTrading Companies & Distributors0.08%-0.03 ppDiversified Support Services0.05%+0.02 ppAgricultural & Farm Machinery0.29%-0.02 ppCargo Ground Transportation0.06%-0.02 ppResearch & Consulting Services0.21%+0.01 ppBuilding Products0.45%-0.01 ppConstruction & Engineering0.08%+0.01 ppHeavy Electrical Equipment0.00%+0.00 ppPassenger Ground Transportation0.00%+0.00 pp
3 · Sub-industry
Inside Electrical Components & Equipment
Electrical Components & Equipment · weight
0.67%
Industry change · 12M
-0.06 pp
Electrical Components & Equipment · contribution
-0.060 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 2019 · 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 |
|---|---|---|---|---|---|---|---|
| Emerson Electric → EMR | United States | $42.1bn | 0.242% | +0.108 pp | -0.024 pp | +3.1% | Yes |
| Eaton Corporation → ETN | United States | $34.1bn | 0.196% | +0.090 pp | -0.020 pp | +2.6% | Yes |
| Rockwell Automation → ROK | United States | $21.0bn | 0.120% | +0.056 pp | -0.016 pp | +2.9% | Yes |
| Ametek → AME | United States | $18.8bn | 0.108% | +0.052 pp | +0.000 pp | +10.0% | 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.