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 Transportation0.40%+0.40 ppIndustrial Conglomerates0.62%-0.19 ppAir Freight & Logistics0.53%-0.16 ppAerospace & Defense2.34%-0.11 ppAgricultural & Farm Machinery0.33%-0.10 ppIndustrial Machinery & Supplies & Components1.22%+0.10 ppDiversified Support Services0.23%+0.09 ppEnvironmental & Facilities Services0.50%+0.09 ppConstruction Machinery & Heavy Transportation Equipment0.78%+0.06 ppPassenger Airlines0.17%-0.05 ppRail Transportation0.81%-0.04 ppHuman Resource & Employment Services0.43%-0.03 ppTrading Companies & Distributors0.18%+0.03 ppBuilding Products0.51%-0.02 ppElectrical Components & Equipment0.65%+0.02 ppData Processing & Outsourced Services0.07%+0.01 ppConstruction & Engineering0.13%+0.01 ppHeavy Electrical Equipment0.02%-0.01 ppCargo Ground Transportation0.13%-0.00 ppResearch & Consulting Services0.19%+0.00 pp
3 · Sub-industry
Inside Data Processing & Outsourced Services
Data Processing & Outsourced Services · weight
0.07%
Industry change · 12M
+0.01 pp
Data Processing & Outsourced Services · contribution
+0.011 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2024 · 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 | $24.0bn | 0.071% | +0.003 pp | +0.011 pp | +38.3% | 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.