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 Transportation0.28%+0.28 ppAir Freight & Logistics0.35%-0.13 ppAerospace & Defense1.63%-0.11 ppRail Transportation0.47%-0.10 ppAgricultural & Farm Machinery0.19%-0.08 ppHeavy Electrical Equipment0.10%+0.08 ppIndustrial Conglomerates0.44%-0.07 ppDiversified Support Services0.17%+0.06 ppIndustrial Machinery & Supplies & Components0.79%-0.05 ppPassenger Airlines0.12%-0.04 ppHuman Resource & Employment Services0.26%-0.04 ppEnvironmental & Facilities Services0.36%+0.04 ppBuilding Products0.39%+0.02 ppResearch & Consulting Services0.13%-0.01 ppCargo Ground Transportation0.10%+0.01 ppConstruction Machinery & Heavy Transportation Equipment0.53%+0.01 ppElectrical Components & Equipment0.48%+0.01 ppTrading Companies & Distributors0.11%+0.00 ppConstruction & Engineering0.10%+0.00 ppData Processing & Outsourced Services0.04%-0.00 pp
3 · Sub-industry
Inside Electrical Components & Equipment
Electrical Components & Equipment · weight
0.48%
Industry change · 12M
+0.01 pp
Electrical Components & Equipment · contribution
+0.006 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 |
|---|---|---|---|---|---|---|---|
| Eaton Corporation → ETN | United States | $125.4bn | 0.235% | -0.111 pp | +0.050 pp | +58.1% | No |
| Rockwell Automation → ROK | United States | $31.4bn | 0.059% | -0.034 pp | -0.029 pp | -14.9% | No |
| Ametek → AME | United States | $38.6bn | 0.072% | -0.045 pp | -0.014 pp | +3.6% | No |
| Emerson Electric → EMR | United States | $63.0bn | 0.118% | -0.062 pp | -0.001 pp | +24.4% | 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.