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 Consumer Discretionary
Broadline Retail4.71%+4.25 ppAutomobile Manufacturers1.43%+0.22 ppApparel, Accessories & Luxury Goods0.36%-0.15 ppHome Improvement Retail1.49%-0.14 ppRestaurants1.23%-0.09 ppApparel Retail0.37%-0.07 ppHotels, Resorts & Cruise Lines0.40%-0.05 ppHomebuilding0.17%-0.05 ppConsumer Electronics0.06%-0.05 ppCasinos & Gaming0.17%-0.05 ppAutomotive Parts & Equipment0.09%-0.05 ppComputer & Electronics Retail0.06%-0.04 ppAutomotive Retail0.16%+0.04 ppDistributors0.08%+0.02 ppOther Specialty Retail0.09%+0.01 ppLeisure Products0.04%-0.01 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp
3 · Sub-industry
Inside Other Specialty Retail
Other Specialty Retail · weight
0.09%
Industry change · 12M
+0.01 pp
Other Specialty Retail · contribution
+0.006 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 |
|---|---|---|---|---|---|---|---|
| Ulta Beauty → ULTA | United States | $21.5bn | 0.077% | -0.002 pp | +0.007 pp | +8.4% | Yes |
| Tractor Supply → TSCO | United States | $4.1bn | 0.015% | -0.000 pp | -0.000 pp | -3.1% | 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.