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 Consumer Discretionary
Broadline Retail3.48%+3.10 ppAutomobile Manufacturers2.64%+1.13 ppHome Improvement Retail1.50%-0.16 ppRestaurants1.32%+0.07 ppApparel Retail0.44%+0.06 ppHotels, Resorts & Cruise Lines0.46%-0.06 ppApparel, Accessories & Luxury Goods0.39%-0.05 ppCasinos & Gaming0.25%+0.04 ppAutomotive Retail0.18%+0.03 ppDistributors0.09%+0.03 ppOther Specialty Retail0.11%+0.02 ppLeisure Products0.03%-0.02 ppComputer & Electronics Retail0.06%-0.02 ppAutomotive Parts & Equipment0.11%-0.01 ppHomebuilding0.21%+0.01 ppConsumer Electronics0.07%-0.01 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp
3 · Sub-industry
Inside Other Specialty Retail
Other Specialty Retail · weight
0.11%
Industry change · 12M
+0.02 pp
Other Specialty Retail · contribution
+0.025 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 2023 · 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 |
|---|---|---|---|---|---|---|---|
| Ulta Beauty → ULTA | United States | $26.4bn | 0.093% | +0.012 pp | +0.022 pp | +38.5% | Yes |
| Tractor Supply → TSCO | United States | $5.1bn | 0.018% | +0.001 pp | +0.002 pp | +16.6% | 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.