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 & Defense3.90%+3.90 ppIndustrial Machinery & Supplies & Components1.13%+1.13 ppIndustrial Conglomerates1.01%+1.01 ppRail Transportation0.93%+0.93 ppAir Freight & Logistics0.77%+0.77 ppElectrical Components & Equipment0.67%+0.67 ppConstruction Machinery & Heavy Transportation Equipment0.62%+0.62 ppBuilding Products0.61%+0.61 ppHuman Resource & Employment Services0.43%+0.43 ppEnvironmental & Facilities Services0.41%+0.41 ppAgricultural & Farm Machinery0.39%+0.39 ppPassenger Airlines0.24%+0.24 ppResearch & Consulting Services0.22%+0.22 ppTrading Companies & Distributors0.14%+0.14 ppCargo Ground Transportation0.12%+0.12 ppDiversified Support Services0.11%+0.11 ppConstruction & Engineering0.10%+0.10 ppHeavy Electrical Equipment0.09%+0.09 ppData Processing & Outsourced Services0.07%+0.07 ppPassenger Ground Transportation0.00%+0.00 pp
3 · Sub-industry
Inside Agricultural & Farm Machinery
Agricultural & Farm Machinery · weight
0.39%
Industry change · 12M
+0.39 pp
Agricultural & Farm Machinery · contribution
+0.392 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 |
|---|---|---|---|---|---|---|---|
| Deere & Company → DE | United States | $117.2bn | 0.392% | -0.012 pp | +0.392 pp | +82.0% | 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.