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 & Defense1.77%-0.69 ppIndustrial Machinery & Supplies & Components0.66%-0.35 ppHuman Resource & Employment Services0.16%-0.26 ppEnvironmental & Facilities Services0.28%-0.26 ppDiversified Support Services0.16%-0.23 ppIndustrial Conglomerates0.37%-0.21 ppPassenger Ground Transportation0.21%-0.20 ppConstruction Machinery & Heavy Transportation Equipment0.83%+0.19 ppBuilding Products0.41%-0.18 ppConstruction & Engineering0.31%+0.17 ppHeavy Electrical Equipment0.42%+0.16 ppRail Transportation0.43%-0.13 ppResearch & Consulting Services0.06%-0.12 ppAgricultural & Farm Machinery0.22%-0.09 ppElectrical Components & Equipment0.64%+0.06 ppAir Freight & Logistics0.27%-0.06 ppData Processing & Outsourced Services0.02%-0.04 ppPassenger Airlines0.13%-0.03 ppCargo Ground Transportation0.09%-0.02 ppTrading Companies & Distributors0.15%-0.00 pp
3 · Sub-industry
Inside Electrical Components & Equipment
Electrical Components & Equipment · weight
0.64%
Industry change · 12M
+0.06 pp
Electrical Components & Equipment · contribution
+0.061 pp
Company participation
20%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 2026 · 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 |
|---|---|---|---|---|---|---|---|
| Vertiv → VRT | United States | $126.2bn | 0.171% | +0.171 pp | +0.171 pp | +285.2% | Yes |
| Eaton Corporation → ETN | United States | $168.0bn | 0.228% | -0.033 pp | -0.049 pp | +48.9% | No |
| Emerson Electric → EMR | United States | $78.9bn | 0.107% | -0.051 pp | -0.035 pp | +35.8% | No |
| Ametek → AME | United States | $54.0bn | 0.073% | -0.025 pp | -0.021 pp | +39.8% | No |
| Rockwell Automation → ROK | United States | $45.9bn | 0.062% | -0.028 pp | -0.005 pp | +67.6% | 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.