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 & Defense2.06%-1.97 ppIndustrial Conglomerates0.90%-0.31 ppRail Transportation1.02%+0.11 ppConstruction Machinery & Heavy Transportation Equipment0.58%-0.09 ppBuilding Products0.60%+0.07 ppHeavy Electrical Equipment0.07%+0.07 ppPassenger Airlines0.21%-0.06 ppHuman Resource & Employment Services0.49%+0.05 ppIndustrial Machinery & Supplies & Components1.11%-0.04 ppAir Freight & Logistics0.78%-0.04 ppEnvironmental & Facilities Services0.42%+0.04 ppCargo Ground Transportation0.13%+0.03 ppDiversified Support Services0.11%-0.02 ppElectrical Components & Equipment0.64%+0.02 ppConstruction & Engineering0.10%+0.01 ppTrading Companies & Distributors0.14%+0.01 ppAgricultural & Farm Machinery0.34%-0.00 ppData Processing & Outsourced Services0.07%-0.00 ppResearch & Consulting Services0.23%+0.00 ppPassenger Ground Transportation0.00%+0.00 pp
3 · Sub-industry
Inside Environmental & Facilities Services
Environmental & Facilities Services · weight
0.42%
Industry change · 12M
+0.04 pp
Environmental & Facilities Services · contribution
+0.041 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 |
|---|---|---|---|---|---|---|---|
| Waste Management → WM | United States | $69.8bn | 0.224% | +0.003 pp | +0.022 pp | +43.8% | Yes |
| Republic Services → RSG | United States | $44.2bn | 0.142% | +0.007 pp | +0.017 pp | +47.0% | Yes |
| Rollins, Inc. → ROL | United States | $16.8bn | 0.054% | -0.007 pp | +0.002 pp | -11.4% | No |
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.