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
Industrial Machinery & Supplies & Components1.03%-0.24 ppRail Transportation0.59%-0.23 ppHeavy Electrical Equipment0.22%+0.21 ppAir Freight & Logistics0.37%-0.15 ppConstruction Machinery & Heavy Transportation Equipment0.68%-0.15 ppElectrical Components & Equipment0.58%-0.14 ppPassenger Ground Transportation0.36%-0.12 ppDiversified Support Services0.34%+0.10 ppAerospace & Defense2.24%-0.08 ppTrading Companies & Distributors0.14%-0.05 ppEnvironmental & Facilities Services0.49%-0.04 ppResearch & Consulting Services0.16%-0.04 ppConstruction & Engineering0.12%-0.02 ppPassenger Airlines0.20%+0.02 ppHuman Resource & Employment Services0.41%-0.01 ppCargo Ground Transportation0.12%-0.01 ppBuilding Products0.55%+0.01 ppData Processing & Outsourced Services0.06%-0.01 ppIndustrial Conglomerates0.59%-0.00 ppAgricultural & Farm Machinery0.29%+0.00 pp
3 · Sub-industry
Inside Electrical Components & Equipment
Electrical Components & Equipment · weight
0.58%
Industry change · 12M
-0.14 pp
Electrical Components & Equipment · contribution
-0.138 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 |
|---|---|---|---|---|---|---|---|
| Eaton Corporation → ETN | United States | $115.0bn | 0.257% | -0.070 pp | -0.074 pp | +2.7% | No |
| Emerson Electric → EMR | United States | $68.6bn | 0.153% | -0.013 pp | -0.022 pp | +15.9% | No |
| Ametek → AME | United States | $43.7bn | 0.098% | -0.002 pp | -0.022 pp | +5.7% | Yes |
| Rockwell Automation → ROK | United States | $32.5bn | 0.073% | -0.001 pp | -0.021 pp | +2.6% | 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.