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
Construction Machinery & Heavy Transportation Equipment0.79%+0.20 ppRail Transportation0.77%-0.13 ppElectrical Components & Equipment0.69%+0.11 ppIndustrial Machinery & Supplies & Components1.13%+0.11 ppDiversified Support Services0.22%+0.11 ppEnvironmental & Facilities Services0.42%-0.08 ppIndustrial Conglomerates0.69%-0.08 ppHuman Resource & Employment Services0.47%-0.06 ppBuilding Products0.52%+0.05 ppAerospace & Defense2.28%+0.04 ppAir Freight & Logistics0.64%-0.04 ppAgricultural & Farm Machinery0.36%-0.03 ppTrading Companies & Distributors0.15%+0.03 ppHeavy Electrical Equipment0.02%-0.02 ppConstruction & Engineering0.14%+0.02 ppCargo Ground Transportation0.14%+0.02 ppPassenger Airlines0.18%-0.00 ppData Processing & Outsourced Services0.07%+0.00 ppResearch & Consulting Services0.19%+0.00 ppPassenger Ground Transportation0.00%+0.00 pp
3 · Sub-industry
Inside Data Processing & Outsourced Services
Data Processing & Outsourced Services · weight
0.07%
Industry change · 12M
+0.00 pp
Data Processing & Outsourced Services · contribution
+0.004 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 |
|---|---|---|---|---|---|---|---|
| Broadridge Financial Solutions → BR | United States | $21.1bn | 0.071% | +0.025 pp | +0.004 pp | +26.5% | 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.