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 & Defense2.59%+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 Environmental & Facilities Services
Environmental & Facilities Services · weight
0.46%
Industry change · 12M
+0.12 pp
Environmental & Facilities Services · contribution
+0.116 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
| Company | Country | Market cap | Universe weight | 3M contribution | 12M contribution | 12M price return | Above 6M weight average |
|---|---|---|---|---|---|---|---|
| Waste Management → WM | United States | $92.3bn | 0.195% | -0.031 pp | +0.049 pp | +14.7% | No |
| Republic Services → RSG | United States | $72.0bn | 0.152% | -0.036 pp | +0.042 pp | +20.0% | No |
| Rollins, Inc. → ROL | United States | $27.8bn | 0.059% | -0.008 pp | +0.017 pp | +21.0% | No |
| Veralto → VLTO | United States | $26.0bn | 0.055% | -0.002 pp | +0.008 pp | -1.2% | 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.