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 Transportation0.44%+0.44 ppAir Freight & Logistics0.53%-0.20 ppConstruction Machinery & Heavy Transportation Equipment0.87%+0.16 ppIndustrial Machinery & Supplies & Components1.28%+0.14 ppIndustrial Conglomerates0.61%-0.12 ppAerospace & Defense2.36%-0.12 ppDiversified Support Services0.25%+0.11 ppElectrical Components & Equipment0.74%+0.10 ppAgricultural & Farm Machinery0.32%-0.10 ppEnvironmental & Facilities Services0.53%+0.09 ppBuilding Products0.56%+0.05 ppTrading Companies & Distributors0.20%+0.05 ppHuman Resource & Employment Services0.41%-0.05 ppConstruction & Engineering0.15%+0.03 ppRail Transportation0.78%-0.02 ppPassenger Airlines0.18%-0.01 ppData Processing & Outsourced Services0.07%+0.01 ppCargo Ground Transportation0.12%-0.00 ppHeavy Electrical Equipment0.02%-0.00 ppResearch & Consulting Services0.19%-0.00 pp
3 · Sub-industry
Inside Diversified Support Services
Diversified Support Services · weight
0.25%
Industry change · 12M
+0.11 pp
Diversified Support Services · contribution
+0.108 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 |
|---|---|---|---|---|---|---|---|
| Copart → CPRT | United States | $55.7bn | 0.154% | +0.014 pp | +0.093 pp | +54.0% | Yes |
| Cintas → CTAS | United States | $17.4bn | 0.048% | +0.003 pp | +0.008 pp | +50.0% | Yes |
| Leidos → LDOS | United States | $17.8bn | 0.049% | +0.005 pp | +0.006 pp | +44.5% | 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.