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
Universe›Industrials›Environmental & Facilities Services›Environmental & Facilities Services

1 · Sector

Weight and 12M allocation change

Information Technology29.3%+4.19 ppConsumer Discretionary12.5%+1.15 ppIndustrials10.5%+0.21 ppReal Estate2.8%-0.41 ppMaterials2.8%-0.42 ppCommunication Services2.8%-0.51 ppUtilities2.6%-0.62 ppEnergy3.1%-0.63 ppConsumer Staples6.6%-0.85 ppFinancials11.6%-1.05 ppHealth Care15.5%-1.06 pp

2 · Industry

Inside Industrials

Passenger Ground Transportation0.47%+0.47 ppAerospace & Defense2.33%-0.18 ppAir Freight & Logistics0.52%-0.18 ppIndustrial Conglomerates0.59%-0.17 ppAgricultural & Farm Machinery0.29%-0.15 ppEnvironmental & Facilities Services0.52%+0.11 ppIndustrial Machinery & Supplies & Components1.26%+0.10 ppDiversified Support Services0.24%+0.10 ppElectrical Components & Equipment0.72%+0.07 ppConstruction Machinery & Heavy Transportation Equipment0.83%+0.07 ppHuman Resource & Employment Services0.42%-0.04 ppPassenger Airlines0.18%-0.04 ppTrading Companies & Distributors0.19%+0.03 ppRail Transportation0.82%-0.03 ppConstruction & Engineering0.14%+0.02 ppResearch & Consulting Services0.20%+0.02 ppBuilding Products0.54%+0.01 ppData Processing & Outsourced Services0.07%+0.01 ppHeavy Electrical Equipment0.02%-0.01 ppCargo Ground Transportation0.13%-0.00 pp

3 · Sub-industry

Inside Environmental & Facilities Services

Environmental & Facilities Services0.52%+0.105 pp
Concentrated

Most of this industry's gains came from a few companies.

View all contributions →
Environmental & Facilities Services · weight
0.52%
Industry change · 12M
+0.11 pp
Environmental & Facilities Services · contribution
+0.105 pp
Company participation
75%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Feb 2024 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Veralto →
VLTO
United States$21.3bn0.061%+0.002 pp+0.061 pp+0.0%Yes
Republic Services →
RSG
United States$57.8bn0.166%+0.007 pp+0.022 pp+44.4%Yes
Waste Management →
WM
United States$82.6bn0.237%+0.022 pp+0.022 pp+39.8%Yes
Rollins, Inc. →
ROL
United States$21.3bn0.061%-0.000 pp+0.000 pp+27.0%No

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.