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 Research & Consulting Services
Research & Consulting Services · weight
0.19%
Industry change · 12M
-0.01 pp
Research & Consulting Services · contribution
-0.007 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 |
|---|---|---|---|---|---|---|---|
| Verisk Analytics → VRSK | United States | $38.9bn | 0.094% | +0.025 pp | -0.018 pp | +13.3% | Yes |
| Equifax → EFX | United States | $38.0bn | 0.092% | +0.037 pp | +0.011 pp | +49.6% | 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.