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 & Defense2.33%-1.90 ppIndustrial Conglomerates0.87%-0.22 ppRail Transportation1.02%+0.14 ppIndustrial Machinery & Supplies & Components1.03%-0.14 ppAir Freight & Logistics0.72%-0.14 ppBuilding Products0.48%-0.09 ppConstruction Machinery & Heavy Transportation Equipment0.63%-0.08 ppHuman Resource & Employment Services0.49%+0.08 ppEnvironmental & Facilities Services0.46%+0.06 ppPassenger Airlines0.26%-0.05 ppHeavy Electrical Equipment0.05%-0.02 ppCargo Ground Transportation0.12%+0.02 ppConstruction & Engineering0.11%+0.01 ppElectrical Components & Equipment0.61%-0.01 ppData Processing & Outsourced Services0.06%-0.01 ppResearch & Consulting Services0.21%-0.00 ppAgricultural & Farm Machinery0.42%-0.00 ppDiversified Support Services0.11%+0.00 ppTrading Companies & Distributors0.14%+0.00 ppPassenger Ground Transportation0.00%+0.00 pp
3 · Sub-industry
Inside Electrical Components & Equipment
Electrical Components & Equipment · weight
0.61%
Industry change · 12M
-0.01 pp
Electrical Components & Equipment · contribution
-0.012 pp
Company participation
25%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 |
|---|---|---|---|---|---|---|---|
| Ametek → AME | United States | $29.3bn | 0.106% | -0.001 pp | -0.007 pp | -5.8% | No |
| Rockwell Automation → ROK | United States | $29.4bn | 0.106% | -0.007 pp | -0.005 pp | -3.0% | No |
| Emerson Electric → EMR | United States | $53.6bn | 0.194% | +0.010 pp | -0.003 pp | +1.8% | Yes |
| Eaton Corporation → ETN | United States | $57.8bn | 0.209% | -0.003 pp | +0.003 pp | +3.5% | 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.