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 & Defense4.23%+0.23 ppAir Freight & Logistics0.87%+0.22 ppBuilding Products0.57%+0.20 ppIndustrial Machinery & Supplies & Components1.17%+0.20 ppAgricultural & Farm Machinery0.42%+0.17 ppIndustrial Conglomerates1.09%-0.12 ppPassenger Airlines0.31%+0.08 ppHuman Resource & Employment Services0.42%-0.08 ppConstruction Machinery & Heavy Transportation Equipment0.72%+0.07 ppHeavy Electrical Equipment0.07%+0.07 ppRail Transportation0.88%-0.07 ppTrading Companies & Distributors0.14%+0.03 ppEnvironmental & Facilities Services0.40%-0.03 ppDiversified Support Services0.11%-0.03 ppResearch & Consulting Services0.21%-0.02 ppConstruction & Engineering0.10%+0.02 ppElectrical Components & Equipment0.63%+0.02 ppCargo Ground Transportation0.11%+0.01 ppData Processing & Outsourced Services0.07%-0.01 ppPassenger Ground Transportation0.00%+0.00 pp
3 · Sub-industry
Inside Data Processing & Outsourced Services
Data Processing & Outsourced Services · weight
0.07%
Industry change · 12M
-0.01 pp
Data Processing & Outsourced Services · contribution
-0.008 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 2021 · 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 |
|---|---|---|---|---|---|---|---|
| Broadridge Financial Solutions → BR | United States | $18.4bn | 0.067% | +0.027 pp | -0.008 pp | +39.0% | 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.