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 Research & Consulting Services
Research & Consulting Services · weight
0.19%
Industry change · 12M
-0.03 pp
Research & Consulting Services · contribution
-0.034 pp
Company participation
0%
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 |
|---|---|---|---|---|---|---|---|
| Equifax → EFX | United States | $21.0bn | 0.082% | -0.004 pp | -0.026 pp | -31.9% | No |
| Verisk Analytics → VRSK | United States | $26.8bn | 0.105% | -0.001 pp | -0.008 pp | -14.3% | 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.