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 Retail5.33%+1.79 ppAutomobile Manufacturers2.29%+0.80 ppHotels, Resorts & Cruise Lines0.58%+0.24 ppRestaurants0.95%+0.20 ppHome Improvement Retail1.04%+0.13 ppApparel Retail0.39%+0.07 ppOther Specialty Retail0.11%+0.07 ppHomefurnishing Retail0.05%+0.05 ppApparel, Accessories & Luxury Goods0.23%+0.04 ppAutomotive Retail0.14%+0.04 ppConsumer Electronics0.09%+0.03 ppCasinos & Gaming0.12%+0.03 ppFootwear0.03%+0.03 ppHomebuilding0.18%-0.02 ppLeisure Products0.02%+0.01 ppComputer & Electronics Retail0.03%-0.00 ppAutomotive Parts & Equipment0.03%-0.00 ppDistributors0.04%+0.00 pp
3 · Sub-industry
Inside Casinos & Gaming
Casinos & Gaming · weight
0.12%
Industry change · 12M
+0.03 pp
Casinos & Gaming · contribution
+0.028 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 |
|---|---|---|---|---|---|---|---|
| Las Vegas Sands → LVS | United States | $36.0bn | 0.076% | +0.014 pp | +0.023 pp | +35.0% | Yes |
| Wynn Resorts → WYNN | United States | $11.4bn | 0.024% | +0.004 pp | +0.007 pp | +33.1% | Yes |
| MGM Resorts → MGM | United States | $9.9bn | 0.021% | +0.000 pp | -0.002 pp | -15.2% | 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.