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
Automobile Manufacturers1.28%+0.85 ppHotels, Resorts & Cruise Lines0.47%-0.27 ppCasinos & Gaming0.30%-0.12 ppBroadline Retail0.47%+0.10 ppApparel, Accessories & Luxury Goods0.52%+0.06 ppApparel Retail0.51%-0.06 ppRestaurants1.41%-0.04 ppAutomotive Retail0.12%-0.03 ppAutomotive Parts & Equipment0.14%+0.02 ppDistributors0.06%-0.02 ppHome Improvement Retail1.63%+0.01 ppLeisure Products0.05%-0.01 ppComputer & Electronics Retail0.10%-0.01 ppHomebuilding0.21%-0.01 ppOther Specialty Retail0.08%-0.00 ppConsumer Electronics0.09%-0.00 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp
3 · Sub-industry
Inside Home Improvement Retail
Home Improvement Retail · weight
1.63%
Industry change · 12M
+0.01 pp
Home Improvement Retail · contribution
+0.014 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 |
|---|---|---|---|---|---|---|---|
| Lowe's → LOW | United States | $117.6bn | 0.476% | +0.475 pp | +0.026 pp | +36.4% | Yes |
| Home Depot (The) → HD | United States | $286.0bn | 1.157% | +1.156 pp | -0.011 pp | +24.5% | 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.