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 & Logistics0.43%-0.22 ppHeavy Electrical Equipment0.19%+0.16 ppRail Transportation0.64%-0.13 ppIndustrial Conglomerates0.59%-0.10 ppAgricultural & Farm Machinery0.27%-0.10 ppHuman Resource & Employment Services0.38%-0.09 ppElectrical Components & Equipment0.62%-0.08 ppBuilding Products0.58%+0.06 ppConstruction Machinery & Heavy Transportation Equipment0.74%-0.05 ppEnvironmental & Facilities Services0.46%+0.04 ppIndustrial Machinery & Supplies & Components1.10%-0.03 ppTrading Companies & Distributors0.17%+0.02 ppPassenger Airlines0.16%-0.02 ppResearch & Consulting Services0.17%-0.02 ppData Processing & Outsourced Services0.06%-0.01 ppAerospace & Defense2.29%+0.00 ppDiversified Support Services0.22%-0.00 ppConstruction & Engineering0.14%+0.00 ppCargo Ground Transportation0.14%+0.00 pp
3 · Sub-industry
Inside Environmental & Facilities Services
Environmental & Facilities Services · weight
0.46%
Industry change · 12M
+0.04 pp
Environmental & Facilities Services · contribution
+0.044 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $27.6bn | 0.064% | +0.020 pp | +0.064 pp | +0.0% | Yes |
| Waste Management → WM | United States | $83.3bn | 0.194% | +0.034 pp | -0.012 pp | +38.2% | Yes |
| Rollins, Inc. → ROL | United States | $24.5bn | 0.057% | +0.013 pp | -0.004 pp | +37.4% | Yes |
| Republic Services → RSG | United States | $63.1bn | 0.147% | +0.032 pp | -0.004 pp | +42.2% | 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.