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

Universe›Industrials›Agricultural & Farm Machinery›Agricultural & Farm Machinery

1 · Sector

Weight and 12M allocation change

Information Technology18.1%+8.41 pp Financials16.5%+6.93 pp Health Care16.8%+6.27 pp Industrials13.7%+6.24 pp Consumer Staples8.8%+3.60 pp Communication Services5.3%+3.22 pp Materials3.2%+1.80 pp Utilities3.7%+1.59 pp Real Estate3.6%+1.58 pp Energy3.4%+1.00 pp Consumer Discretionary7.0%-40.65 pp

2 · Industry

Inside Industrials

Aerospace & Defense5.52%+2.81 pp Industrial Conglomerates1.35%+0.66 pp Industrial Machinery & Supplies & Components0.99%+0.44 pp Rail Transportation0.96%+0.36 pp Construction Machinery & Heavy Transportation Equipment0.71%+0.32 pp Electrical Components & Equipment0.65%+0.27 pp Human Resource & Employment Services0.53%+0.23 pp Air Freight & Logistics0.72%+0.20 pp Environmental & Facilities Services0.42%+0.19 pp Building Products0.43%+0.19 pp Passenger Airlines0.46%+0.13 pp Agricultural & Farm Machinery0.27%+0.10 pp Research & Consulting Services0.21%+0.10 pp Diversified Support Services0.12%+0.10 pp Trading Companies & Distributors0.11%+0.06 pp Construction & Engineering0.08%+0.04 pp Data Processing & Outsourced Services0.07%+0.03 pp Cargo Ground Transportation0.06%+0.02 pp Heavy Electrical Equipment0.00%+0.00 pp Passenger Ground Transportation0.00%+0.00 pp

3 · Sub-industry

Inside Agricultural & Farm Machinery

Agricultural & Farm Machinery0.27%+0.101 pp

Concentrated

Most of this industry's gains came from a few companies.

View all contributions →

Agricultural & Farm Machinery · weight

0.27%

Industry change · 12M

+0.10 pp

Agricultural & Farm Machinery · contribution

+0.101 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Nov 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	$52.9bn	0.267%	+0.001 pp	+0.101 pp	+10.6%	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.