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%+2.81 ppIndustrial Conglomerates1.35%+0.66 ppIndustrial Machinery & Supplies & Components0.99%+0.44 ppRail Transportation0.96%+0.36 ppConstruction Machinery & Heavy Transportation Equipment0.71%+0.32 ppElectrical Components & Equipment0.65%+0.27 ppHuman Resource & Employment Services0.53%+0.23 ppAir Freight & Logistics0.72%+0.20 ppEnvironmental & Facilities Services0.42%+0.19 ppBuilding Products0.43%+0.19 ppPassenger Airlines0.46%+0.13 ppAgricultural & Farm Machinery0.27%+0.10 ppResearch & Consulting Services0.21%+0.10 ppDiversified Support Services0.12%+0.10 ppTrading Companies & Distributors0.11%+0.06 ppConstruction & Engineering0.08%+0.04 ppData Processing & Outsourced Services0.07%+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 Electrical Components & Equipment
Electrical Components & Equipment · weight
0.65%
Industry change · 12M
+0.27 pp
Electrical Components & Equipment · contribution
+0.270 pp
Company participation
100%
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 |
|---|---|---|---|---|---|---|---|
| Emerson Electric → EMR | United States | $45.0bn | 0.227% | +0.027 pp | +0.086 pp | +12.7% | Yes |
| Eaton Corporation → ETN | United States | $38.2bn | 0.193% | +0.008 pp | +0.082 pp | +24.4% | Yes |
| Ametek → AME | United States | $22.6bn | 0.114% | +0.007 pp | +0.057 pp | +35.8% | Yes |
| Rockwell Automation → ROK | United States | $22.6bn | 0.114% | +0.017 pp | +0.044 pp | +15.0% | 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.