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 Electrical Components & Equipment
Electrical Components & Equipment · weight
0.84%
Industry change · 12M
+0.21 pp
Electrical Components & Equipment · contribution
+0.209 pp
Company participation
100%
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 |
|---|---|---|---|---|---|---|---|
| Vertiv → VRT | United States | $128.6bn | 0.223% | +0.084 pp | +0.223 pp | +161.0% | Yes |
| Emerson Electric → EMR | United States | $80.2bn | 0.139% | +0.032 pp | -0.022 pp | +9.1% | Yes |
| Rockwell Automation → ROK | United States | $55.1bn | 0.096% | +0.037 pp | +0.015 pp | +51.2% | Yes |
| Eaton Corporation → ETN | United States | $165.5bn | 0.288% | +0.085 pp | -0.014 pp | +20.7% | Yes |
| Ametek → AME | United States | $55.5bn | 0.096% | +0.025 pp | +0.006 pp | +34.5% | 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.