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 & Defense2.22%-1.78 ppIndustrial Conglomerates0.81%-0.24 ppBuilding Products0.46%-0.16 ppIndustrial Machinery & Supplies & Components1.03%-0.12 ppElectrical Components & Equipment0.59%-0.07 ppHuman Resource & Employment Services0.50%+0.06 ppPassenger Airlines0.19%-0.05 ppEnvironmental & Facilities Services0.45%+0.04 ppAir Freight & Logistics0.75%-0.04 ppHeavy Electrical Equipment0.06%-0.03 ppRail Transportation0.93%-0.03 ppAgricultural & Farm Machinery0.36%-0.03 ppConstruction & Engineering0.12%+0.03 ppResearch & Consulting Services0.19%-0.02 ppConstruction Machinery & Heavy Transportation Equipment0.60%-0.02 ppCargo Ground Transportation0.12%+0.01 ppTrading Companies & Distributors0.13%-0.01 ppData Processing & Outsourced Services0.06%-0.00 ppDiversified Support Services0.11%-0.00 ppPassenger Ground Transportation0.00%+0.00 pp
3 · Sub-industry
Inside Electrical Components & Equipment
Electrical Components & Equipment · weight
0.59%
Industry change · 12M
-0.07 pp
Electrical Components & Equipment · contribution
-0.069 pp
Company participation
25%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 |
|---|---|---|---|---|---|---|---|
| Emerson Electric → EMR | United States | $53.5bn | 0.184% | -0.010 pp | -0.024 pp | -8.8% | No |
| Rockwell Automation → ROK | United States | $29.5bn | 0.101% | -0.005 pp | -0.021 pp | -15.6% | Yes |
| Eaton Corporation → ETN | United States | $59.2bn | 0.203% | -0.006 pp | -0.012 pp | -4.2% | No |
| Ametek → AME | United States | $28.5bn | 0.098% | -0.008 pp | -0.012 pp | -10.6% | 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.