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 Transportation0.26%+0.26 ppAir Freight & Logistics0.34%-0.13 ppHeavy Electrical Equipment0.11%+0.09 ppConstruction Machinery & Heavy Transportation Equipment0.56%+0.09 ppIndustrial Conglomerates0.44%-0.08 ppRail Transportation0.49%-0.07 ppBuilding Products0.41%+0.07 ppElectrical Components & Equipment0.51%+0.06 ppIndustrial Machinery & Supplies & Components0.83%+0.06 ppDiversified Support Services0.17%+0.06 ppAgricultural & Farm Machinery0.20%-0.06 ppAerospace & Defense1.71%-0.04 ppEnvironmental & Facilities Services0.36%+0.04 ppHuman Resource & Employment Services0.27%-0.03 ppTrading Companies & Distributors0.12%+0.03 ppCargo Ground Transportation0.10%+0.02 ppResearch & Consulting Services0.12%-0.02 ppPassenger Airlines0.13%-0.01 ppConstruction & Engineering0.10%+0.01 ppData Processing & Outsourced Services0.05%+0.00 pp
3 · Sub-industry
Inside Environmental & Facilities Services
Environmental & Facilities Services · weight
0.36%
Industry change · 12M
+0.04 pp
Environmental & Facilities Services · contribution
+0.041 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $24.3bn | 0.047% | -0.015 pp | +0.047 pp | +0.0% | No |
| Rollins, Inc. → ROL | United States | $22.1bn | 0.042% | -0.019 pp | -0.006 pp | +17.8% | No |
| Waste Management → WM | United States | $84.5bn | 0.162% | -0.075 pp | -0.001 pp | +32.3% | No |
| Republic Services → RSG | United States | $58.3bn | 0.111% | -0.054 pp | +0.001 pp | +32.5% | 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.