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 Environmental & Facilities Services
Environmental & Facilities Services · weight
0.41%
Industry change · 12M
-0.03 pp
Environmental & Facilities Services · contribution
-0.027 pp
Company participation
0%
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 |
|---|---|---|---|---|---|---|---|
| Republic Services → RSG | United States | $65.6bn | 0.129% | -0.015 pp | -0.014 pp | +6.4% | No |
| Waste Management → WM | United States | $88.5bn | 0.173% | -0.005 pp | -0.010 pp | +10.5% | No |
| Veralto → VLTO | United States | $24.8bn | 0.049% | -0.004 pp | -0.009 pp | -1.6% | No |
| Rollins, Inc. → ROL | United States | $29.1bn | 0.057% | -0.000 pp | +0.006 pp | +31.1% | 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.