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 & Defense2.57%+0.51 ppConstruction Machinery & Heavy Transportation Equipment0.72%+0.14 ppAgricultural & Farm Machinery0.46%+0.12 ppRail Transportation0.90%-0.12 ppAir Freight & Logistics0.67%-0.11 ppBuilding Products0.51%-0.09 ppHeavy Electrical Equipment0.02%-0.05 ppResearch & Consulting Services0.19%-0.05 ppDiversified Support Services0.15%+0.04 ppIndustrial Conglomerates0.87%-0.03 ppEnvironmental & Facilities Services0.44%+0.03 ppConstruction & Engineering0.12%+0.02 ppHuman Resource & Employment Services0.51%+0.02 ppElectrical Components & Equipment0.65%+0.02 ppIndustrial Machinery & Supplies & Components1.10%-0.02 ppPassenger Airlines0.19%-0.01 ppCargo Ground Transportation0.12%-0.01 ppData Processing & Outsourced Services0.06%-0.01 ppTrading Companies & Distributors0.14%+0.00 ppPassenger Ground Transportation0.00%+0.00 pp
3 · Sub-industry
Inside Electrical Components & Equipment
Electrical Components & Equipment · weight
0.65%
Industry change · 12M
+0.02 pp
Electrical Components & Equipment · contribution
+0.016 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $56.8bn | 0.205% | +0.035 pp | +0.028 pp | +5.7% | Yes |
| Rockwell Automation → ROK | United States | $29.6bn | 0.107% | +0.009 pp | -0.023 pp | -24.8% | Yes |
| Ametek → AME | United States | $32.1bn | 0.116% | +0.013 pp | +0.007 pp | -4.3% | Yes |
| Eaton Corporation → ETN | United States | $62.4bn | 0.225% | +0.017 pp | +0.005 pp | -7.2% | 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.