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 & Defense2.56%+0.47 ppConstruction Machinery & Heavy Transportation Equipment0.85%+0.14 ppHeavy Electrical Equipment0.36%+0.14 ppConstruction & Engineering0.27%+0.13 ppIndustrial Machinery & Supplies & Components0.92%-0.10 ppHuman Resource & Employment Services0.28%-0.10 ppBuilding Products0.50%-0.07 ppDiversified Support Services0.27%-0.07 ppAir Freight & Logistics0.32%-0.07 ppIndustrial Conglomerates0.52%-0.06 ppElectrical Components & Equipment0.57%-0.06 ppRail Transportation0.53%-0.05 ppResearch & Consulting Services0.11%-0.05 ppPassenger Ground Transportation0.33%+0.04 ppTrading Companies & Distributors0.19%+0.04 ppEnvironmental & Facilities Services0.41%-0.03 ppCargo Ground Transportation0.10%-0.02 ppAgricultural & Farm Machinery0.25%-0.01 ppData Processing & Outsourced Services0.05%-0.01 ppPassenger Airlines0.20%-0.01 pp
3 · Sub-industry
Inside Electrical Components & Equipment
Electrical Components & Equipment · weight
0.57%
Industry change · 12M
-0.06 pp
Electrical Components & Equipment · contribution
-0.059 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $123.7bn | 0.242% | -0.049 pp | -0.055 pp | -2.8% | No |
| Emerson Electric → EMR | United States | $74.6bn | 0.146% | -0.002 pp | -0.014 pp | +8.9% | No |
| Rockwell Automation → ROK | United States | $43.7bn | 0.086% | +0.007 pp | +0.012 pp | +38.4% | Yes |
| Ametek → AME | United States | $47.3bn | 0.093% | +0.006 pp | -0.002 pp | +14.7% | 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.