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

Universe›Industrials›Electrical Components & Equipment›Electrical Components & Equipment

1 · Sector

Weight and 12M allocation change

Information Technology28.6%+15.12 pp Health Care17.0%+8.92 pp Financials12.8%+5.42 pp Consumer Staples7.5%+3.67 pp Industrials10.3%+3.67 pp Energy3.3%+2.11 pp Real Estate3.4%+1.82 pp Utilities3.4%+1.74 pp Materials3.3%+1.63 pp Communication Services3.6%+1.16 pp Consumer Discretionary7.0%-45.25 pp

2 · Industry

Inside Industrials

Rail Transportation1.09%+0.62 pp Industrial Machinery & Supplies & Components1.03%+0.43 pp Air Freight & Logistics0.78%+0.37 pp Electrical Components & Equipment0.61%+0.28 pp Industrial Conglomerates0.84%+0.27 pp Human Resource & Employment Services0.49%+0.26 pp Construction Machinery & Heavy Transportation Equipment0.63%+0.24 pp Environmental & Facilities Services0.42%+0.22 pp Building Products0.50%+0.20 pp Agricultural & Farm Machinery0.43%+0.20 pp Research & Consulting Services0.21%+0.11 pp Aerospace & Defense2.36%+0.10 pp Cargo Ground Transportation0.13%+0.07 pp Trading Companies & Distributors0.14%+0.07 pp Construction & Engineering0.11%+0.06 pp Passenger Airlines0.23%+0.06 pp Diversified Support Services0.11%+0.06 pp Data Processing & Outsourced Services0.06%+0.03 pp Heavy Electrical Equipment0.06%+0.02 pp Passenger Ground Transportation0.00%+0.00 pp

3 · Sub-industry

Inside Electrical Components & Equipment

Electrical Components & Equipment0.61%+0.282 pp

Concentrated

Most of this industry's gains came from a few companies.

View all contributions →

Electrical Components & Equipment · weight

0.61%

Industry change · 12M

+0.28 pp

Electrical Components & Equipment · contribution

+0.282 pp

Company participation

25%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 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
Eaton Corporation → ETN	United States	$60.5bn	0.204%	-0.017 pp	+0.096 pp	+11.9%	No
Emerson Electric → EMR	United States	$58.2bn	0.196%	+0.019 pp	+0.090 pp	+11.0%	Yes
Rockwell Automation → ROK	United States	$32.5bn	0.110%	-0.020 pp	+0.049 pp	+7.1%	No
Ametek → AME	United States	$30.9bn	0.104%	-0.005 pp	+0.046 pp	+4.9%	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.