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
Rail Transportation0.77%-0.25 ppIndustrial Conglomerates0.75%-0.13 ppAerospace & Defense2.44%+0.11 ppIndustrial Machinery & Supplies & Components1.11%+0.08 ppPassenger Airlines0.18%-0.08 ppHuman Resource & Employment Services0.44%-0.05 ppConstruction Machinery & Heavy Transportation Equipment0.68%+0.05 ppAgricultural & Farm Machinery0.38%-0.04 ppAir Freight & Logistics0.69%-0.04 ppDiversified Support Services0.15%+0.03 ppHeavy Electrical Equipment0.02%-0.03 ppResearch & Consulting Services0.19%-0.02 ppElectrical Components & Equipment0.60%-0.01 ppConstruction & Engineering0.12%+0.01 ppEnvironmental & Facilities Services0.45%-0.01 ppBuilding Products0.49%+0.01 ppTrading Companies & Distributors0.14%-0.00 ppData Processing & Outsourced Services0.06%-0.00 ppCargo Ground Transportation0.12%-0.00 ppPassenger Ground Transportation0.00%+0.00 pp
3 · Sub-industry
Inside Electrical Components & Equipment
Electrical Components & Equipment · weight
0.60%
Industry change · 12M
-0.01 pp
Electrical Components & Equipment · contribution
-0.012 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 |
|---|---|---|---|---|---|---|---|
| Emerson Electric → EMR | United States | $47.6bn | 0.161% | -0.022 pp | -0.033 pp | -5.4% | No |
| Eaton Corporation → ETN | United States | $66.5bn | 0.225% | +0.004 pp | +0.016 pp | +17.7% | No |
| Rockwell Automation → ROK | United States | $32.6bn | 0.110% | -0.001 pp | +0.004 pp | +14.3% | No |
| Ametek → AME | United States | $31.7bn | 0.107% | -0.007 pp | +0.001 pp | +10.0% | 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.