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
Construction Machinery & Heavy Transportation Equipment1.03%+0.37 ppConstruction & Engineering0.38%+0.24 ppAerospace & Defense2.35%-0.23 ppHuman Resource & Employment Services0.21%-0.21 ppIndustrial Machinery & Supplies & Components0.80%-0.20 ppEnvironmental & Facilities Services0.33%-0.19 ppElectrical Components & Equipment0.80%+0.19 ppHeavy Electrical Equipment0.48%+0.17 ppDiversified Support Services0.20%-0.16 ppPassenger Ground Transportation0.25%-0.15 ppBuilding Products0.49%-0.13 ppResearch & Consulting Services0.07%-0.10 ppIndustrial Conglomerates0.52%-0.07 ppAgricultural & Farm Machinery0.25%-0.06 ppTrading Companies & Distributors0.20%+0.04 ppData Processing & Outsourced Services0.03%-0.03 ppAir Freight & Logistics0.34%+0.03 ppRail Transportation0.53%-0.03 ppPassenger Airlines0.19%+0.02 ppCargo Ground Transportation0.13%+0.02 pp
3 · Sub-industry
Inside Electrical Components & Equipment
Electrical Components & Equipment · weight
0.80%
Industry change · 12M
+0.19 pp
Electrical Components & Equipment · contribution
+0.186 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $121.3bn | 0.210% | +0.210 pp | +0.210 pp | +192.9% | Yes |
| Eaton Corporation → ETN | United States | $155.6bn | 0.270% | +0.069 pp | -0.014 pp | +26.6% | Yes |
| Emerson Electric → EMR | United States | $80.6bn | 0.140% | +0.023 pp | -0.013 pp | +22.4% | Yes |
| Rockwell Automation → ROK | United States | $50.2bn | 0.087% | +0.024 pp | +0.006 pp | +45.0% | Yes |
| Ametek → AME | United States | $51.8bn | 0.090% | +0.015 pp | -0.004 pp | +27.2% | 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.