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
Passenger Ground Transportation0.38%+0.38 ppIndustrial Conglomerates0.68%-0.19 ppAerospace & Defense2.41%-0.17 ppAgricultural & Farm Machinery0.33%-0.13 ppIndustrial Machinery & Supplies & Components1.21%+0.12 ppAir Freight & Logistics0.57%-0.10 ppHuman Resource & Employment Services0.41%-0.09 ppRail Transportation0.81%-0.09 ppDiversified Support Services0.23%+0.08 ppEnvironmental & Facilities Services0.49%+0.05 ppConstruction Machinery & Heavy Transportation Equipment0.77%+0.05 ppTrading Companies & Distributors0.17%+0.03 ppPassenger Airlines0.17%-0.02 ppElectrical Components & Equipment0.67%+0.02 ppData Processing & Outsourced Services0.07%+0.02 ppConstruction & Engineering0.13%+0.02 ppBuilding Products0.52%+0.01 ppResearch & Consulting Services0.19%+0.01 ppCargo Ground Transportation0.13%+0.01 ppHeavy Electrical Equipment0.02%+0.00 pp
3 · Sub-industry
Inside Diversified Support Services
Diversified Support Services · weight
0.23%
Industry change · 12M
+0.08 pp
Diversified Support Services · contribution
+0.085 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 |
|---|---|---|---|---|---|---|---|
| Copart → CPRT | United States | $47.1bn | 0.140% | +0.003 pp | +0.088 pp | +60.9% | Yes |
| Leidos → LDOS | United States | $14.9bn | 0.044% | +0.002 pp | -0.007 pp | +4.5% | Yes |
| Cintas → CTAS | United States | $15.3bn | 0.046% | +0.005 pp | +0.004 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.