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 Consumer Discretionary
Broadline Retail4.77%-0.57 ppAutomobile Manufacturers2.38%+0.41 ppHome Improvement Retail1.16%-0.18 ppApparel, Accessories & Luxury Goods0.23%-0.16 ppHomebuilding0.19%-0.08 ppCasinos & Gaming0.10%-0.06 ppHomefurnishing Retail0.05%+0.05 ppRestaurants1.13%+0.04 ppOther Specialty Retail0.11%+0.03 ppFootwear0.04%+0.03 ppAutomotive Parts & Equipment0.03%-0.03 ppDistributors0.04%-0.02 ppApparel Retail0.45%+0.02 ppHotels, Resorts & Cruise Lines0.51%-0.02 ppComputer & Electronics Retail0.03%-0.01 ppConsumer Electronics0.09%+0.01 ppAutomotive Retail0.16%+0.00 ppLeisure Products0.02%-0.00 pp
3 · Sub-industry
Inside Other Specialty Retail
Other Specialty Retail · weight
0.11%
Industry change · 12M
+0.03 pp
Other Specialty Retail · contribution
+0.034 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 |
|---|---|---|---|---|---|---|---|
| Tractor Supply → TSCO | United States | $26.9bn | 0.065% | +0.052 pp | +0.048 pp | -5.8% | Yes |
| Ulta Beauty → ULTA | United States | $17.9bn | 0.043% | +0.001 pp | -0.014 pp | -2.3% | 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.