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
Rail Transportation1.01%+0.49 ppIndustrial Machinery & Supplies & Components1.10%+0.45 ppAir Freight & Logistics0.77%+0.32 ppElectrical Components & Equipment0.62%+0.26 ppBuilding Products0.56%+0.24 ppIndustrial Conglomerates0.90%+0.20 ppConstruction Machinery & Heavy Transportation Equipment0.60%+0.20 ppHuman Resource & Employment Services0.43%+0.19 ppEnvironmental & Facilities Services0.40%+0.19 ppAgricultural & Farm Machinery0.39%+0.17 ppAerospace & Defense2.19%-0.09 ppResearch & Consulting Services0.20%+0.08 ppPassenger Airlines0.22%+0.07 ppCargo Ground Transportation0.13%+0.07 ppHeavy Electrical Equipment0.06%+0.06 ppTrading Companies & Distributors0.13%+0.06 ppConstruction & Engineering0.10%+0.05 ppDiversified Support Services0.10%+0.03 ppData Processing & Outsourced Services0.06%+0.02 ppPassenger Ground Transportation0.00%+0.00 pp
3 · Sub-industry
Inside Environmental & Facilities Services
Environmental & Facilities Services · weight
0.40%
Industry change · 12M
+0.19 pp
Environmental & Facilities Services · contribution
+0.189 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2022 · 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 | $62.9bn | 0.212% | -0.012 pp | +0.099 pp | +37.3% | No |
| Republic Services → RSG | United States | $40.5bn | 0.136% | -0.006 pp | +0.067 pp | +43.2% | No |
| Rollins, Inc. → ROL | United States | $15.2bn | 0.051% | -0.007 pp | +0.023 pp | -13.4% | 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.