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 & Defense5.29%+2.16 ppIndustrial Conglomerates1.37%+0.70 ppIndustrial Machinery & Supplies & Components0.98%+0.47 ppRail Transportation0.94%+0.36 ppConstruction Machinery & Heavy Transportation Equipment0.69%+0.33 ppElectrical Components & Equipment0.63%+0.26 ppHuman Resource & Employment Services0.52%+0.23 ppAir Freight & Logistics0.71%+0.22 ppBuilding Products0.45%+0.21 ppEnvironmental & Facilities Services0.44%+0.21 ppPassenger Airlines0.46%+0.16 ppAgricultural & Farm Machinery0.29%+0.14 ppResearch & Consulting Services0.21%+0.10 ppDiversified Support Services0.12%+0.10 ppTrading Companies & Distributors0.11%+0.06 ppConstruction & Engineering0.09%+0.04 ppData Processing & Outsourced Services0.07%+0.03 ppCargo Ground Transportation0.07%+0.02 ppHeavy Electrical Equipment0.00%+0.00 ppPassenger Ground Transportation0.00%+0.00 pp
3 · Sub-industry
Inside Electrical Components & Equipment
Electrical Components & Equipment · weight
0.63%
Industry change · 12M
+0.26 pp
Electrical Components & Equipment · contribution
+0.255 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 |
|---|---|---|---|---|---|---|---|
| Eaton Corporation → ETN | United States | $36.0bn | 0.188% | +0.004 pp | +0.082 pp | +25.8% | Yes |
| Emerson Electric → EMR | United States | $43.1bn | 0.225% | +0.013 pp | +0.080 pp | +6.6% | Yes |
| Ametek → AME | United States | $20.9bn | 0.109% | +0.000 pp | +0.056 pp | +37.6% | No |
| Rockwell Automation → ROK | United States | $20.1bn | 0.105% | +0.005 pp | +0.036 pp | +6.8% | 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.