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 Real Estate
Health Care REITs0.34%+0.11 ppIndustrial REITs0.25%-0.09 ppTelecom Tower REITs0.41%-0.04 ppData Center REITs0.30%-0.04 ppSelf-Storage REITs0.20%-0.03 ppOffice REITs0.06%-0.03 ppRetail REITs0.32%-0.02 ppTimber REITs0.05%-0.02 ppReal Estate Services0.17%-0.02 ppHotel & Resort REITs0.11%-0.02 ppSingle-Family Residential REITs0.05%-0.01 ppMulti-Family Residential REITs0.22%+0.01 ppOther Specialized REITs0.06%-0.01 pp
3 · Sub-industry
Inside Data Center REITs
Data Center REITs · weight
0.30%
Industry change · 12M
-0.04 pp
Data Center REITs · contribution
-0.038 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 |
|---|---|---|---|---|---|---|---|
| Equinix → EQIX | United States | $79.4bn | 0.188% | -0.018 pp | -0.028 pp | +0.8% | No |
| Digital Realty → DLR | United States | $48.2bn | 0.115% | -0.019 pp | -0.010 pp | +2.6% | 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.