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
Heavy Electrical Equipment0.25%+0.23 ppRail Transportation0.60%-0.21 ppAir Freight & Logistics0.36%-0.17 ppIndustrial Machinery & Supplies & Components1.06%-0.16 ppAerospace & Defense2.20%-0.14 ppDiversified Support Services0.35%+0.12 ppPassenger Ground Transportation0.31%-0.09 ppConstruction Machinery & Heavy Transportation Equipment0.72%-0.07 ppPassenger Airlines0.21%+0.05 ppEnvironmental & Facilities Services0.46%-0.04 ppBuilding Products0.55%+0.04 ppAgricultural & Farm Machinery0.29%-0.04 ppHuman Resource & Employment Services0.39%-0.04 ppElectrical Components & Equipment0.62%-0.03 ppResearch & Consulting Services0.17%-0.03 ppIndustrial Conglomerates0.59%-0.03 ppTrading Companies & Distributors0.16%-0.03 ppConstruction & Engineering0.14%+0.01 ppData Processing & Outsourced Services0.06%-0.01 ppCargo Ground Transportation0.13%+0.00 pp
3 · Sub-industry
Inside Electrical Components & Equipment
Electrical Components & Equipment · weight
0.62%
Industry change · 12M
-0.03 pp
Electrical Components & Equipment · contribution
-0.029 pp
Company participation
25%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2025 · 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 | $31.4bn | 0.070% | -0.001 pp | -0.016 pp | +12.0% | No |
| Ametek → AME | United States | $42.7bn | 0.095% | -0.005 pp | -0.016 pp | +14.6% | No |
| Emerson Electric → EMR | United States | $74.1bn | 0.165% | +0.019 pp | +0.009 pp | +44.3% | Yes |
| Eaton Corporation → ETN | United States | $129.0bn | 0.287% | -0.021 pp | -0.005 pp | +34.3% | 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.