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 & Defense1.75%-0.56 ppRail Transportation0.56%-0.39 ppIndustrial Conglomerates0.51%-0.37 ppIndustrial Machinery & Supplies & Components0.77%-0.28 ppAir Freight & Logistics0.47%-0.28 ppConstruction Machinery & Heavy Transportation Equipment0.46%-0.19 ppHuman Resource & Employment Services0.31%-0.19 ppAgricultural & Farm Machinery0.25%-0.14 ppElectrical Components & Equipment0.44%-0.13 ppBuilding Products0.34%-0.13 ppEnvironmental & Facilities Services0.32%-0.13 ppPassenger Airlines0.14%-0.11 ppResearch & Consulting Services0.14%-0.05 ppHeavy Electrical Equipment0.02%-0.04 ppTrading Companies & Distributors0.09%-0.04 ppCargo Ground Transportation0.08%-0.03 ppConstruction & Engineering0.09%-0.02 ppData Processing & Outsourced Services0.04%-0.02 ppDiversified Support Services0.11%-0.00 ppPassenger Ground Transportation0.00%+0.00 pp
3 · Sub-industry
Inside Research & Consulting Services
Research & Consulting Services · weight
0.14%
Industry change · 12M
-0.05 pp
Research & Consulting Services · contribution
-0.047 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 |
|---|---|---|---|---|---|---|---|
| Equifax → EFX | United States | $25.6bn | 0.063% | -0.024 pp | -0.026 pp | +3.8% | No |
| Verisk Analytics → VRSK | United States | $31.7bn | 0.078% | -0.015 pp | -0.021 pp | +26.2% | 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.