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
Industrial Conglomerates0.66%-0.18 ppAgricultural & Farm Machinery0.33%-0.12 ppIndustrial Machinery & Supplies & Components1.18%+0.11 ppRail Transportation0.78%-0.11 ppAir Freight & Logistics0.59%-0.11 ppDiversified Support Services0.24%+0.10 ppHuman Resource & Employment Services0.43%-0.09 ppPassenger Airlines0.16%-0.04 ppEnvironmental & Facilities Services0.49%+0.04 ppConstruction Machinery & Heavy Transportation Equipment0.71%+0.03 ppElectrical Components & Equipment0.65%+0.02 ppTrading Companies & Distributors0.15%+0.02 ppResearch & Consulting Services0.19%+0.01 ppData Processing & Outsourced Services0.07%+0.01 ppBuilding Products0.50%-0.01 ppConstruction & Engineering0.13%+0.01 ppAerospace & Defense2.39%-0.01 ppCargo Ground Transportation0.13%+0.00 ppHeavy Electrical Equipment0.02%-0.00 ppPassenger Ground Transportation0.00%+0.00 pp
3 · Sub-industry
Inside Electrical Components & Equipment
Electrical Components & Equipment · weight
0.65%
Industry change · 12M
+0.02 pp
Electrical Components & Equipment · contribution
+0.025 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $90.9bn | 0.283% | -0.009 pp | +0.063 pp | +41.8% | Yes |
| Emerson Electric → EMR | United States | $50.7bn | 0.158% | -0.021 pp | -0.034 pp | -4.9% | Yes |
| Rockwell Automation → ROK | United States | $31.6bn | 0.098% | -0.016 pp | -0.005 pp | +6.1% | No |
| Ametek → AME | United States | $35.8bn | 0.112% | -0.006 pp | +0.001 pp | +9.7% | 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.