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
Automobile Manufacturers2.90%+1.47 ppApparel Retail0.47%+0.10 ppBroadline Retail4.61%-0.10 ppHotels, Resorts & Cruise Lines0.49%+0.09 ppHomebuilding0.25%+0.08 ppApparel, Accessories & Luxury Goods0.30%-0.05 ppCasinos & Gaming0.22%+0.05 ppHome Improvement Retail1.48%-0.01 ppOther Specialty Retail0.08%-0.01 ppDistributors0.07%-0.01 ppLeisure Products0.03%-0.01 ppComputer & Electronics Retail0.05%-0.00 ppConsumer Electronics0.06%+0.00 ppRestaurants1.23%+0.00 ppAutomotive Parts & Equipment0.09%+0.00 ppAutomotive Retail0.16%+0.00 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp
3 · Sub-industry
Inside Casinos & Gaming
Casinos & Gaming · weight
0.22%
Industry change · 12M
+0.05 pp
Casinos & Gaming · contribution
+0.046 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 |
|---|---|---|---|---|---|---|---|
| Las Vegas Sands → LVS | United States | $41.9bn | 0.134% | +0.030 pp | +0.031 pp | +46.3% | Yes |
| Wynn Resorts → WYNN | United States | $11.6bn | 0.037% | +0.009 pp | +0.012 pp | +68.1% | Yes |
| MGM Resorts → MGM | United States | $15.4bn | 0.049% | +0.014 pp | +0.003 pp | +34.8% | 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.