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
Industrial Conglomerates0.29%-0.25 ppConstruction Machinery & Heavy Transportation Equipment0.93%+0.23 ppAerospace & Defense2.39%-0.19 ppConstruction & Engineering0.33%+0.17 ppPassenger Ground Transportation0.26%-0.15 ppElectrical Components & Equipment0.74%+0.13 ppIndustrial Machinery & Supplies & Components0.82%-0.12 ppEnvironmental & Facilities Services0.33%-0.12 ppDiversified Support Services0.21%-0.11 ppBuilding Products0.46%-0.11 ppHuman Resource & Employment Services0.26%-0.09 ppResearch & Consulting Services0.08%-0.06 ppRail Transportation0.58%+0.05 ppCargo Ground Transportation0.14%+0.05 ppHeavy Electrical Equipment0.42%+0.05 ppAir Freight & Logistics0.32%+0.04 ppTrading Companies & Distributors0.27%+0.03 ppData Processing & Outsourced Services0.03%-0.03 ppAgricultural & Farm Machinery0.29%+0.03 ppPassenger Airlines0.18%-0.01 pp
3 · Sub-industry
Inside Diversified Support Services
Diversified Support Services · weight
0.21%
Industry change · 12M
-0.11 pp
Diversified Support Services · contribution
-0.107 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 |
|---|---|---|---|---|---|---|---|
| Copart → CPRT | United States | $30.5bn | 0.051% | -0.002 pp | -0.047 pp | -32.4% | Yes |
| Cintas → CTAS | United States | $80.8bn | 0.134% | +0.016 pp | -0.041 pp | -3.0% | Yes |
| Leidos → LDOS | United States | $17.6bn | 0.029% | +0.001 pp | -0.019 pp | -21.7% | 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.