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
Universe›Consumer Discretionary›Home Improvement Retail›Home Improvement Retail

1 · Sector

Weight and 12M allocation change

Information Technology37.5%+17.67 ppFinancials12.1%+3.93 ppConsumer Discretionary11.7%+3.50 ppIndustrials10.0%+2.95 ppConsumer Staples6.5%+1.39 ppUtilities2.8%+0.81 ppCommunication Services2.5%+0.68 ppReal Estate2.3%+0.39 ppEnergy2.3%+0.30 ppHealth Care10.3%+0.23 ppMaterials2.1%-31.86 pp

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 Home Improvement Retail

Home Improvement Retail1.04%+0.130 pp
Concentrated

Most of this industry's gains came from a few companies.

View all contributions →
Home Improvement Retail · weight
1.04%
Industry change · 12M
+0.13 pp
Home Improvement Retail · contribution
+0.130 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jul 2025 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Home Depot (The) →
HD
United States$365.6bn0.771%-0.089 pp+0.117 pp+2.2%No
Lowe's →
LOW
United States$125.3bn0.264%-0.036 pp+0.013 pp-7.2%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.