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
Latest available · not live
20182026
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Industrials
Aerospace & Defense2.18%-0.41 ppElectrical Components & Equipment0.89%+0.29 ppIndustrial Conglomerates0.28%-0.23 ppConstruction Machinery & Heavy Transportation Equipment0.92%+0.19 ppPassenger Ground Transportation0.24%-0.17 ppConstruction & Engineering0.34%+0.12 ppIndustrial Machinery & Supplies & Components0.79%-0.12 ppEnvironmental & Facilities Services0.31%-0.12 ppDiversified Support Services0.20%-0.10 ppHuman Resource & Employment Services0.23%-0.10 ppHeavy Electrical Equipment0.45%+0.09 ppBuilding Products0.47%-0.07 ppResearch & Consulting Services0.06%-0.07 ppAgricultural & Farm Machinery0.30%+0.06 ppCargo Ground Transportation0.12%+0.04 ppTrading Companies & Distributors0.27%+0.04 ppData Processing & Outsourced Services0.03%-0.02 ppAir Freight & Logistics0.29%+0.02 ppPassenger Airlines0.19%+0.02 ppRail Transportation0.53%-0.02 pp
3 · Sub-industry
Inside Electrical Components & Equipment
Electrical Components & Equipment · weight
0.89%
Industry change · 12M
+0.29 pp
Electrical Components & Equipment · contribution
+0.286 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $92.9bn | 0.156% | -0.067 pp | +0.156 pp | +60.1% | No |
| Bloom Energy → BE | United States | $78.8bn | 0.132% | +0.132 pp | +0.132 pp | +227.5% | Yes |
| Eaton Corporation → ETN | United States | $166.9bn | 0.280% | -0.007 pp | -0.011 pp | +16.1% | Yes |
| Ametek → AME | United States | $56.8bn | 0.095% | -0.001 pp | +0.008 pp | +32.6% | Yes |
| Rockwell Automation → ROK | United States | $48.3bn | 0.081% | -0.015 pp | +0.003 pp | +26.2% | No |
| Emerson Electric → EMR | United States | $86.5bn | 0.145% | +0.006 pp | -0.002 pp | +20.1% | 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.