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 Consumer Discretionary
Hotels, Resorts & Cruise Lines0.40%-0.28 ppApparel Retail0.43%-0.14 ppBroadline Retail0.52%+0.14 ppHome Improvement Retail1.92%+0.14 ppCasinos & Gaming0.26%-0.13 ppApparel, Accessories & Luxury Goods0.52%+0.08 ppAutomobile Manufacturers0.37%-0.07 ppRestaurants1.50%-0.05 ppComputer & Electronics Retail0.14%+0.04 ppAutomotive Retail0.13%-0.02 ppDistributors0.06%-0.02 ppOther Specialty Retail0.07%-0.01 ppHomebuilding0.24%+0.01 ppLeisure Products0.05%-0.01 ppAutomotive Parts & Equipment0.12%+0.00 ppConsumer Electronics0.09%-0.00 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp
3 · Sub-industry
Inside Other Specialty Retail
Other Specialty Retail · weight
0.07%
Industry change · 12M
-0.01 pp
Other Specialty Retail · contribution
-0.013 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 2020 · 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 |
|---|---|---|---|---|---|---|---|
| Ulta Beauty → ULTA | United States | $11.6bn | 0.055% | +0.055 pp | -0.016 pp | -11.3% | Yes |
| Tractor Supply → TSCO | United States | $3.1bn | 0.015% | +0.015 pp | +0.003 pp | +42.0% | 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.