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
Automobile Manufacturers2.72%+1.45 ppBroadline Retail5.01%+1.45 ppRestaurants1.06%+0.39 ppHome Improvement Retail1.12%+0.24 ppHotels, Resorts & Cruise Lines0.55%+0.20 ppApparel Retail0.43%+0.11 ppOther Specialty Retail0.11%+0.06 ppAutomotive Retail0.15%+0.05 ppHomefurnishing Retail0.05%+0.05 ppConsumer Electronics0.09%+0.03 ppFootwear0.04%+0.03 ppHomebuilding0.17%-0.01 ppAutomotive Parts & Equipment0.03%-0.01 ppApparel, Accessories & Luxury Goods0.24%-0.01 ppLeisure Products0.02%+0.01 ppComputer & Electronics Retail0.03%-0.00 ppCasinos & Gaming0.11%-0.00 ppDistributors0.04%+0.00 pp
3 · Sub-industry
Inside Casinos & Gaming
Casinos & Gaming · weight
0.11%
Industry change · 12M
-0.00 pp
Casinos & Gaming · contribution
-0.002 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 |
|---|---|---|---|---|---|---|---|
| MGM Resorts → MGM | United States | $8.6bn | 0.020% | -0.003 pp | -0.005 pp | -21.2% | No |
| Las Vegas Sands → LVS | United States | $29.1bn | 0.066% | -0.006 pp | +0.002 pp | -6.6% | No |
| Wynn Resorts → WYNN | United States | $9.5bn | 0.021% | +0.000 pp | +0.001 pp | -3.5% | 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.