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 Transportation0.33%+0.33 ppAerospace & Defense2.14%-0.25 ppHeavy Electrical Equipment0.23%+0.21 ppAir Freight & Logistics0.41%-0.17 ppRail Transportation0.62%-0.16 ppDiversified Support Services0.38%+0.14 ppIndustrial Conglomerates0.59%-0.07 ppIndustrial Machinery & Supplies & Components1.11%-0.07 ppBuilding Products0.56%+0.06 ppAgricultural & Farm Machinery0.28%-0.05 ppConstruction Machinery & Heavy Transportation Equipment0.76%+0.05 ppPassenger Airlines0.20%+0.04 ppHuman Resource & Employment Services0.39%-0.04 ppResearch & Consulting Services0.16%-0.03 ppEnvironmental & Facilities Services0.47%-0.03 ppTrading Companies & Distributors0.18%+0.02 ppConstruction & Engineering0.15%+0.02 ppCargo Ground Transportation0.15%+0.02 ppElectrical Components & Equipment0.67%+0.02 ppData Processing & Outsourced Services0.06%-0.01 pp
3 · Sub-industry
Inside Electrical Components & Equipment
Electrical Components & Equipment · weight
0.67%
Industry change · 12M
+0.02 pp
Electrical Components & Equipment · contribution
+0.015 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $148.4bn | 0.327% | +0.032 pp | +0.044 pp | +66.9% | Yes |
| Rockwell Automation → ROK | United States | $33.3bn | 0.074% | -0.001 pp | -0.025 pp | +9.2% | Yes |
| Ametek → AME | United States | $45.0bn | 0.099% | +0.004 pp | -0.012 pp | +26.0% | Yes |
| Emerson Electric → EMR | United States | $75.6bn | 0.167% | +0.021 pp | +0.009 pp | +52.0% | 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.