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 Transportation0.37%+0.37 ppAir Freight & Logistics0.44%-0.21 ppHeavy Electrical Equipment0.16%+0.13 ppAgricultural & Farm Machinery0.26%-0.12 ppRail Transportation0.68%-0.09 ppElectrical Components & Equipment0.61%-0.09 ppHuman Resource & Employment Services0.39%-0.09 ppIndustrial Conglomerates0.61%-0.08 ppEnvironmental & Facilities Services0.49%+0.08 ppIndustrial Machinery & Supplies & Components1.09%-0.07 ppDiversified Support Services0.22%+0.07 ppPassenger Airlines0.14%-0.06 ppConstruction Machinery & Heavy Transportation Equipment0.71%-0.05 ppBuilding Products0.56%+0.04 ppAerospace & Defense2.35%-0.02 ppData Processing & Outsourced Services0.06%-0.01 ppTrading Companies & Distributors0.17%+0.01 ppResearch & Consulting Services0.19%-0.01 ppConstruction & Engineering0.14%-0.01 ppCargo Ground Transportation0.14%+0.01 pp
3 · Sub-industry
Inside Electrical Components & Equipment
Electrical Components & Equipment · weight
0.61%
Industry change · 12M
-0.09 pp
Electrical Components & Equipment · contribution
-0.092 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 |
|---|---|---|---|---|---|---|---|
| Rockwell Automation → ROK | United States | $30.9bn | 0.075% | +0.018 pp | -0.040 pp | -11.2% | Yes |
| Emerson Electric → EMR | United States | $60.4bn | 0.146% | +0.023 pp | -0.033 pp | +9.5% | Yes |
| Ametek → AME | United States | $39.6bn | 0.096% | +0.021 pp | -0.022 pp | +7.9% | Yes |
| Eaton Corporation → ETN | United States | $122.2bn | 0.295% | +0.041 pp | +0.002 pp | +35.0% | 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.