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 Equipment1.21%+0.54 ppHeavy Electrical Equipment0.58%+0.25 ppConstruction & Engineering0.40%+0.24 ppElectrical Components & Equipment0.84%+0.21 ppHuman Resource & Employment Services0.22%-0.17 ppPassenger Ground Transportation0.26%-0.17 ppDiversified Support Services0.19%-0.15 ppEnvironmental & Facilities Services0.34%-0.14 ppAerospace & Defense2.45%-0.10 ppResearch & Consulting Services0.07%-0.09 ppIndustrial Conglomerates0.49%-0.08 ppIndustrial Machinery & Supplies & Components0.89%-0.08 ppBuilding Products0.54%-0.06 ppPassenger Airlines0.23%+0.06 ppTrading Companies & Distributors0.22%+0.06 ppData Processing & Outsourced Services0.03%-0.03 ppAir Freight & Logistics0.34%+0.03 ppCargo Ground Transportation0.13%+0.02 ppRail Transportation0.56%+0.00 ppAgricultural & Farm Machinery0.30%+0.00 pp
3 · Sub-industry
Inside Diversified Support Services
Diversified Support Services · weight
0.19%
Industry change · 12M
-0.15 pp
Diversified Support Services · contribution
-0.154 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 |
|---|---|---|---|---|---|---|---|
| Cintas → CTAS | United States | $68.0bn | 0.118% | +0.020 pp | -0.076 pp | -23.0% | Yes |
| Copart → CPRT | United States | $26.1bn | 0.045% | -0.001 pp | -0.057 pp | -42.6% | No |
| Leidos → LDOS | United States | $13.0bn | 0.023% | -0.006 pp | -0.021 pp | -34.0% | 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.