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›Industrials›Electrical Components & Equipment›Electrical Components & Equipment

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 Industrials

Aerospace & Defense2.59%+0.90 ppHeavy Electrical Equipment0.40%+0.30 ppConstruction Machinery & Heavy Transportation Equipment0.72%+0.20 ppBuilding Products0.59%+0.20 ppElectrical Components & Equipment0.66%+0.20 ppDiversified Support Services0.32%+0.17 ppIndustrial Machinery & Supplies & Components0.96%+0.16 ppPassenger Ground Transportation0.39%+0.15 ppEnvironmental & Facilities Services0.46%+0.12 ppAgricultural & Farm Machinery0.30%+0.12 ppTrading Companies & Distributors0.23%+0.11 ppIndustrial Conglomerates0.54%+0.10 ppHuman Resource & Employment Services0.37%+0.10 ppConstruction & Engineering0.16%+0.07 ppPassenger Airlines0.17%+0.06 ppRail Transportation0.55%+0.06 ppAir Freight & Logistics0.28%-0.04 ppCargo Ground Transportation0.10%-0.02 ppResearch & Consulting Services0.14%+0.02 ppData Processing & Outsourced Services0.06%+0.02 pp

3 · Sub-industry

Inside Electrical Components & Equipment

Electrical Components & Equipment0.66%+0.196 pp
Concentrated

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

View all contributions →
Electrical Components & Equipment · weight
0.66%
Industry change · 12M
+0.20 pp
Electrical Components & Equipment · contribution
+0.196 pp
Company participation
75%
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
Eaton Corporation →
ETN
United States$150.5bn0.317%+0.040 pp+0.099 pp+27.9%Yes
Emerson Electric →
EMR
United States$81.8bn0.173%+0.030 pp+0.053 pp+26.5%Yes
Rockwell Automation →
ROK
United States$39.6bn0.084%+0.016 pp+0.027 pp+28.5%Yes
Ametek →
AME
United States$42.7bn0.090%-0.004 pp+0.018 pp+7.3%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.