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 ppAir Freight & Logistics0.53%-0.16 ppConstruction Machinery & Heavy Transportation Equipment0.84%+0.16 ppElectrical Components & Equipment0.75%+0.15 ppIndustrial Machinery & Supplies & Components1.25%+0.14 ppHeavy Electrical Equipment0.15%+0.12 ppIndustrial Conglomerates0.62%-0.12 ppDiversified Support Services0.25%+0.11 ppBuilding Products0.59%+0.10 ppEnvironmental & Facilities Services0.55%+0.09 ppAerospace & Defense2.51%+0.07 ppAgricultural & Farm Machinery0.32%-0.06 ppTrading Companies & Distributors0.19%+0.05 ppHuman Resource & Employment Services0.41%-0.03 ppConstruction & Engineering0.15%+0.03 ppResearch & Consulting Services0.17%-0.02 ppCargo Ground Transportation0.11%-0.02 ppRail Transportation0.76%-0.01 ppData Processing & Outsourced Services0.07%+0.01 ppPassenger Airlines0.19%+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
+0.109 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $52.2bn | 0.151% | +0.014 pp | +0.088 pp | +37.4% | Yes |
| Leidos → LDOS | United States | $19.0bn | 0.055% | +0.010 pp | +0.012 pp | +52.6% | Yes |
| Cintas → CTAS | United States | $16.7bn | 0.048% | +0.003 pp | +0.009 pp | +45.9% | 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.