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 & Defense2.40%+0.23 ppRail Transportation0.83%-0.19 ppAir Freight & Logistics0.64%-0.15 ppIndustrial Conglomerates0.82%-0.12 ppBuilding Products0.48%-0.10 ppHeavy Electrical Equipment0.03%-0.08 ppAgricultural & Farm Machinery0.42%+0.07 ppConstruction Machinery & Heavy Transportation Equipment0.67%+0.05 ppResearch & Consulting Services0.18%-0.05 ppIndustrial Machinery & Supplies & Components1.05%-0.04 ppHuman Resource & Employment Services0.51%+0.04 ppElectrical Components & Equipment0.60%-0.04 ppEnvironmental & Facilities Services0.45%+0.03 ppPassenger Airlines0.20%-0.02 ppTrading Companies & Distributors0.13%-0.02 ppCargo Ground Transportation0.12%-0.02 ppConstruction & Engineering0.12%+0.01 ppData Processing & Outsourced Services0.06%-0.01 ppDiversified Support Services0.11%-0.00 ppPassenger Ground Transportation0.00%+0.00 pp
3 · Sub-industry
Inside Agricultural & Farm Machinery
Agricultural & Farm Machinery · weight
0.42%
Industry change · 12M
+0.07 pp
Agricultural & Farm Machinery · contribution
+0.069 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 |
|---|---|---|---|---|---|---|---|
| Deere & Company → DE | United States | $119.5bn | 0.424% | +0.063 pp | +0.069 pp | +17.1% | 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.