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%-0.18 ppConstruction Machinery & Heavy Transportation Equipment0.76%+0.17 ppIndustrial Machinery & Supplies & Components1.16%+0.15 ppElectrical Components & Equipment0.70%+0.14 ppAir Freight & Logistics0.64%-0.12 ppIndustrial Conglomerates0.69%-0.10 ppAerospace & Defense2.37%+0.08 ppEnvironmental & Facilities Services0.41%-0.06 ppBuilding Products0.52%+0.06 ppHuman Resource & Employment Services0.47%-0.05 ppDiversified Support Services0.15%+0.04 ppTrading Companies & Distributors0.16%+0.03 ppHeavy Electrical Equipment0.02%-0.03 ppConstruction & Engineering0.14%+0.02 ppAgricultural & Farm Machinery0.38%-0.02 ppCargo Ground Transportation0.14%+0.02 ppPassenger Airlines0.20%+0.01 ppResearch & Consulting Services0.19%+0.00 ppData Processing & Outsourced Services0.07%-0.00 ppPassenger Ground Transportation0.00%+0.00 pp
3 · Sub-industry
Inside Electrical Components & Equipment
Electrical Components & Equipment · weight
0.70%
Industry change · 12M
+0.14 pp
Electrical Components & Equipment · contribution
+0.139 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 |
|---|---|---|---|---|---|---|---|
| Eaton Corporation → ETN | United States | $91.9bn | 0.293% | +0.120 pp | +0.098 pp | +71.9% | Yes |
| Ametek → AME | United States | $36.8bn | 0.117% | +0.035 pp | +0.019 pp | +33.6% | Yes |
| Rockwell Automation → ROK | United States | $35.8bn | 0.114% | +0.035 pp | +0.016 pp | +34.0% | Yes |
| Emerson Electric → EMR | United States | $56.1bn | 0.179% | +0.069 pp | +0.006 pp | +23.1% | 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.