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 Retail5.10%+1.28 ppAutomobile Manufacturers2.39%+1.02 ppRestaurants1.02%+0.36 ppHotels, Resorts & Cruise Lines0.59%+0.21 ppHome Improvement Retail1.05%+0.18 ppApparel Retail0.39%+0.06 ppOther Specialty Retail0.11%+0.06 ppHomefurnishing Retail0.04%+0.04 ppAutomotive Retail0.14%+0.04 ppConsumer Electronics0.09%+0.03 ppFootwear0.03%+0.03 ppApparel, Accessories & Luxury Goods0.23%+0.02 ppLeisure Products0.02%+0.01 ppAutomotive Parts & Equipment0.03%-0.00 ppComputer & Electronics Retail0.03%-0.00 ppHomebuilding0.18%+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
+0.001 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $9.4bn | 0.020% | +0.000 pp | -0.006 pp | -22.6% | No |
| Las Vegas Sands → LVS | United States | $30.7bn | 0.066% | +0.001 pp | +0.004 pp | +0.5% | No |
| Wynn Resorts → WYNN | United States | $9.8bn | 0.021% | +0.000 pp | +0.002 pp | +5.8% | 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.