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 Environmental & Facilities Services
Environmental & Facilities Services · weight
0.33%
Industry change · 12M
-0.19 pp
Environmental & Facilities Services · contribution
-0.193 pp
Company participation
0%
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 |
|---|---|---|---|---|---|---|---|
| Republic Services → RSG | United States | $61.7bn | 0.107% | +0.010 pp | -0.075 pp | -21.2% | No |
| Waste Management → WM | United States | $84.9bn | 0.147% | +0.014 pp | -0.073 pp | -10.9% | No |
| Rollins, Inc. → ROL | United States | $22.9bn | 0.040% | -0.000 pp | -0.023 pp | -15.8% | No |
| Veralto → VLTO | United States | $20.2bn | 0.035% | +0.002 pp | -0.022 pp | -18.2% | 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.