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 Environmental & Facilities Services
Environmental & Facilities Services · weight
0.41%
Industry change · 12M
-0.06 pp
Environmental & Facilities Services · contribution
-0.061 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 |
|---|---|---|---|---|---|---|---|
| Waste Management → WM | United States | $63.5bn | 0.202% | +0.040 pp | -0.048 pp | -5.7% | Yes |
| Republic Services → RSG | United States | $45.6bn | 0.145% | +0.035 pp | -0.016 pp | +2.4% | Yes |
| Rollins, Inc. → ROL | United States | $19.5bn | 0.062% | +0.014 pp | +0.003 pp | +18.8% | 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.