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 & Defense2.24%-1.78 ppIndustrial Conglomerates0.77%-0.20 ppBuilding Products0.47%-0.11 ppHuman Resource & Employment Services0.53%+0.09 ppEnvironmental & Facilities Services0.50%+0.08 ppPassenger Airlines0.18%-0.07 ppIndustrial Machinery & Supplies & Components1.02%-0.06 ppAir Freight & Logistics0.68%-0.05 ppElectrical Components & Equipment0.58%-0.05 ppHeavy Electrical Equipment0.04%-0.05 ppResearch & Consulting Services0.19%-0.03 ppAgricultural & Farm Machinery0.40%+0.03 ppConstruction Machinery & Heavy Transportation Equipment0.59%-0.02 ppTrading Companies & Distributors0.13%-0.01 ppConstruction & Engineering0.12%+0.01 ppRail Transportation0.90%+0.00 ppCargo Ground Transportation0.12%-0.00 ppData Processing & Outsourced Services0.07%-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
0.58%
Industry change · 12M
-0.05 pp
Electrical Components & Equipment · contribution
-0.048 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $43.3bn | 0.170% | -0.014 pp | -0.028 pp | -20.5% | No |
| Rockwell Automation → ROK | United States | $24.8bn | 0.098% | +0.007 pp | -0.022 pp | -25.6% | Yes |
| Ametek → AME | United States | $26.0bn | 0.102% | +0.004 pp | +0.002 pp | -7.9% | Yes |
| Eaton Corporation → ETN | United States | $53.1bn | 0.209% | +0.013 pp | -0.000 pp | -8.8% | Yes |
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.