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 Environmental & Facilities Services
Environmental & Facilities Services · weight
0.50%
Industry change · 12M
+0.09 pp
Environmental & Facilities Services · contribution
+0.087 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 |
|---|---|---|---|---|---|---|---|
| Veralto → VLTO | United States | $18.9bn | 0.056% | -0.002 pp | +0.056 pp | +0.0% | Yes |
| Republic Services → RSG | United States | $53.8bn | 0.160% | +0.001 pp | +0.025 pp | +39.0% | Yes |
| Waste Management → WM | United States | $74.8bn | 0.222% | -0.003 pp | +0.005 pp | +22.1% | Yes |
| Rollins, Inc. → ROL | United States | $21.0bn | 0.062% | +0.000 pp | +0.001 pp | +20.7% | 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.