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%+0.33 ppConstruction Machinery & Heavy Transportation Equipment0.68%+0.11 ppRail Transportation0.89%-0.10 ppAgricultural & Farm Machinery0.45%+0.09 ppBuilding Products0.51%-0.09 ppHeavy Electrical Equipment0.02%-0.07 ppAir Freight & Logistics0.69%-0.06 ppIndustrial Conglomerates0.84%-0.06 ppResearch & Consulting Services0.18%-0.06 ppHuman Resource & Employment Services0.52%+0.05 ppIndustrial Machinery & Supplies & Components1.07%-0.04 ppDiversified Support Services0.14%+0.04 ppEnvironmental & Facilities Services0.45%+0.03 ppCargo Ground Transportation0.12%-0.02 ppConstruction & Engineering0.12%+0.01 ppTrading Companies & Distributors0.13%-0.01 ppPassenger Airlines0.21%-0.01 ppData Processing & Outsourced Services0.06%-0.01 ppElectrical Components & Equipment0.63%-0.01 ppPassenger Ground Transportation0.00%+0.00 pp
3 · Sub-industry
Inside Electrical Components & Equipment
Electrical Components & Equipment · weight
0.63%
Industry change · 12M
-0.01 pp
Electrical Components & Equipment · contribution
-0.006 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 |
|---|---|---|---|---|---|---|---|
| Rockwell Automation → ROK | United States | $30.3bn | 0.103% | +0.005 pp | -0.029 pp | -19.9% | Yes |
| Emerson Electric → EMR | United States | $56.6bn | 0.192% | +0.019 pp | +0.016 pp | +11.6% | Yes |
| Ametek → AME | United States | $32.7bn | 0.111% | +0.012 pp | +0.004 pp | +5.0% | Yes |
| Eaton Corporation → ETN | United States | $65.0bn | 0.221% | +0.026 pp | +0.002 pp | +3.1% | 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.