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
Aerospace & Defense2.57%+0.86 ppBuilding Products0.62%+0.22 ppHeavy Electrical Equipment0.31%+0.20 ppDiversified Support Services0.36%+0.19 ppIndustrial Machinery & Supplies & Components1.00%+0.17 ppEnvironmental & Facilities Services0.52%+0.16 ppHuman Resource & Employment Services0.43%+0.15 ppIndustrial Conglomerates0.59%+0.15 ppPassenger Ground Transportation0.40%+0.14 ppAgricultural & Farm Machinery0.31%+0.11 ppConstruction Machinery & Heavy Transportation Equipment0.66%+0.11 ppElectrical Components & Equipment0.61%+0.10 ppRail Transportation0.56%+0.07 ppResearch & Consulting Services0.17%+0.05 ppPassenger Airlines0.17%+0.05 ppConstruction & Engineering0.15%+0.04 ppTrading Companies & Distributors0.16%+0.04 ppAir Freight & Logistics0.31%-0.02 ppData Processing & Outsourced Services0.06%+0.02 ppCargo Ground Transportation0.11%+0.00 pp
3 · Sub-industry
Inside Environmental & Facilities Services
Environmental & Facilities Services · weight
0.52%
Industry change · 12M
+0.16 pp
Environmental & Facilities Services · contribution
+0.160 pp
Company participation
100%
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 |
|---|---|---|---|---|---|---|---|
| Republic Services → RSG | United States | $80.4bn | 0.182% | +0.017 pp | +0.071 pp | +40.5% | Yes |
| Waste Management → WM | United States | $97.0bn | 0.220% | +0.010 pp | +0.058 pp | +16.0% | Yes |
| Rollins, Inc. → ROL | United States | $27.7bn | 0.063% | +0.006 pp | +0.021 pp | +26.9% | Yes |
| Veralto → VLTO | United States | $25.0bn | 0.057% | +0.002 pp | +0.010 pp | +2.9% | 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.