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 & Defense2.55%+0.92 ppHeavy Electrical Equipment0.33%+0.23 ppBuilding Products0.61%+0.22 ppIndustrial Machinery & Supplies & Components0.97%+0.18 ppDiversified Support Services0.34%+0.17 ppElectrical Components & Equipment0.63%+0.15 ppConstruction Machinery & Heavy Transportation Equipment0.68%+0.15 ppPassenger Ground Transportation0.42%+0.14 ppIndustrial Conglomerates0.57%+0.13 ppHuman Resource & Employment Services0.38%+0.12 ppEnvironmental & Facilities Services0.48%+0.11 ppAgricultural & Farm Machinery0.30%+0.10 ppRail Transportation0.55%+0.08 ppConstruction & Engineering0.15%+0.06 ppPassenger Airlines0.17%+0.05 ppTrading Companies & Distributors0.16%+0.04 ppAir Freight & Logistics0.31%-0.04 ppResearch & Consulting Services0.16%+0.04 ppData Processing & Outsourced Services0.06%+0.02 ppCargo Ground Transportation0.10%+0.00 pp
3 · Sub-industry
Inside Electrical Components & Equipment
Electrical Components & Equipment · weight
0.63%
Industry change · 12M
+0.15 pp
Electrical Components & Equipment · contribution
+0.149 pp
Company participation
75%
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 |
|---|---|---|---|---|---|---|---|
| Eaton Corporation → ETN | United States | $139.7bn | 0.301% | +0.048 pp | +0.066 pp | +15.4% | Yes |
| Emerson Electric → EMR | United States | $75.0bn | 0.162% | +0.015 pp | +0.044 pp | +23.2% | Yes |
| Rockwell Automation → ROK | United States | $37.4bn | 0.081% | +0.011 pp | +0.022 pp | +22.9% | Yes |
| Ametek → AME | United States | $41.8bn | 0.090% | -0.004 pp | +0.018 pp | +9.3% | 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.