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 & Defense5.20%+1.75 ppIndustrial Conglomerates1.41%+0.71 ppIndustrial Machinery & Supplies & Components0.95%+0.39 ppRail Transportation0.97%+0.38 ppHuman Resource & Employment Services0.56%+0.27 ppEnvironmental & Facilities Services0.47%+0.27 ppConstruction Machinery & Heavy Transportation Equipment0.65%+0.25 ppAir Freight & Logistics0.77%+0.23 ppBuilding Products0.44%+0.19 ppElectrical Components & Equipment0.59%+0.19 ppPassenger Airlines0.48%+0.15 ppResearch & Consulting Services0.24%+0.12 ppAgricultural & Farm Machinery0.27%+0.12 ppDiversified Support Services0.13%+0.10 ppTrading Companies & Distributors0.09%+0.04 ppConstruction & Engineering0.08%+0.04 ppData Processing & Outsourced Services0.08%+0.03 ppCargo Ground Transportation0.06%+0.02 ppHeavy Electrical Equipment0.00%+0.00 ppPassenger Ground Transportation0.00%+0.00 pp
3 · Sub-industry
Inside Agricultural & Farm Machinery
Agricultural & Farm Machinery · weight
0.27%
Industry change · 12M
+0.12 pp
Agricultural & Farm Machinery · contribution
+0.116 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 |
|---|---|---|---|---|---|---|---|
| Deere & Company → DE | United States | $48.8bn | 0.265% | +0.007 pp | +0.116 pp | +9.8% | No |
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.