Universe›Consumer Staples›Agricultural Products & Services
Observatory · observe first

Agricultural Products & Services

Agricultural Products & Services is gaining market weight. Lost weight for 1 consecutive month.

Historical time machine
Historical observation
20182026
Gaining steadilyConcentrated

Most of this industry's gains came from a few companies.

Universe weight
0.09%
$0.05T
12-month change
+0.01 pp
6-month change
+0.02 pp
3-month change
-0.00 pp
Company participation
100%
above their 6M weight average

Where did the weight change come from?

12-month contribution in universe percentage points · contributions add to the industry change

Company attribution
All other companies-0.000 pp
Industry total+0.009 pp

The three largest same-direction contributors explain 100% of gross gains. Opposing contributions can make an individual company’s change larger than the industry’s net change.

How has it moved through history?

Share of matched S&P 500 members

Dec 2020 – Nov 2025 · market weight (%)

0.10.10.220212022202320242025

Relative performance

Industry return versus ACWI · no future data shown

7714521320212022202320242025

Is participation broad or concentrated?

Actual constituent counts at this date, not the legacy synthetic breadth proxy

Above their 3M universe-weight average100%
Above their 6M universe-weight average100%
Above their 12M universe-weight average100%
Top 5 share of current industry market cap100.0%

This is size concentration, not contribution to the 12-month change. The attribution above measures the latter.

Evidence can disagree

Independent dimensions · no combined score or bullish/bearish verdict

Allocation · 12M+0.01 pp
Relative strength · 12M-2.1%
Price index return · 12M+15.7%
Earnings revisions · unavailable0.0
Allocation gained weight while relative performance fell. At least half of constituents are above their 6M weight average. These observations need not agree.
Other evidence and availability

Valuation data: unavailable; shown as zero placeholder.

Attention data: unavailable; shown as zero placeholder.

Actual fund flows: unavailable. No ETF, mutual-fund or institutional flow feed is connected.

Volume / turnover: unavailable in this dataset.

Follow the contribution to individual companies

Sorted by absolute 12-month weight contribution, not investment merit

CompanySub-industryCountryUniverse weight12M contribution12M price returnRevisions
Bunge Global →
BG
Agricultural Products & ServicesUnited States0.036%+0.009 pp+10.8%0.0
Archer Daniels Midland →
ADM
Agricultural Products & ServicesUnited States0.057%-0.000 pp+15.6%0.0
Underlying monthly industry observations
MonthWeight1M change3M change6M change12M changeRelative return · 12M
Nov 20250.094%-0.000 pp-0.003 pp+0.017 pp+0.009 pp-2.1%
Oct 20250.094%+0.004 pp+0.017 pp+0.014 pp+0.004 pp-5.3%
Sep 20250.090%-0.007 pp+0.012 pp+0.011 pp-0.008 pp-16.0%
Aug 20250.097%+0.020 pp+0.021 pp+0.024 pp-0.008 pp-13.7%
Jul 20250.077%-0.000 pp-0.003 pp-0.001 pp-0.002 pp-25.1%
Jun 20250.078%+0.002 pp-0.001 pp-0.001 pp-0.006 pp-25.8%
May 20250.076%-0.004 pp+0.003 pp-0.009 pp-0.012 pp-30.6%
Apr 20250.080%+0.001 pp+0.002 pp-0.009 pp-0.045 pp-26.1%
Mar 20250.079%+0.006 pp-0.000 pp-0.019 pp-0.051 pp-27.0%
Feb 20250.073%-0.005 pp-0.012 pp-0.032 pp-0.047 pp-23.2%
Jan 20250.078%-0.001 pp-0.011 pp-0.002 pp-0.010 pp-25.4%
Dec 20240.079%-0.006 pp-0.019 pp-0.005 pp-0.035 pp-41.2%
Nov 20240.085%-0.004 pp-0.020 pp-0.003 pp-0.037 pp-40.9%
Oct 20240.090%-0.009 pp+0.010 pp-0.036 pp-0.040 pp-42.8%
Sep 20240.098%-0.007 pp+0.014 pp-0.031 pp-0.037 pp-39.8%
Aug 20240.105%+0.025 pp+0.017 pp-0.015 pp-0.030 pp-37.0%
Jul 20240.080%-0.005 pp-0.046 pp-0.008 pp-0.019 pp-36.7%
Jun 20240.084%-0.004 pp-0.045 pp-0.031 pp-0.011 pp-31.1%
May 20240.088%-0.038 pp-0.032 pp-0.034 pp-0.007 pp-27.1%
Apr 20240.126%-0.004 pp+0.038 pp-0.004 pp-0.018 pp-34.5%
Mar 20240.130%+0.010 pp+0.015 pp-0.005 pp-0.019 pp-36.0%
Feb 20240.120%+0.032 pp-0.003 pp-0.016 pp-0.033 pp-44.4%
Jan 20240.088%-0.027 pp-0.042 pp-0.011 pp-0.068 pp-39.8%
Dec 20230.115%-0.008 pp-0.020 pp+0.020 pp-0.069 pp-34.9%
Nov 20230.123%-0.007 pp-0.013 pp+0.028 pp-0.059 pp-30.5%
Oct 20230.130%-0.005 pp+0.031 pp-0.014 pp-0.059 pp-31.9%
Sep 20230.135%-0.000 pp+0.040 pp-0.014 pp-0.042 pp-20.8%
Aug 20230.135%+0.036 pp+0.040 pp-0.018 pp-0.041 pp-19.4%
Jul 20230.099%+0.004 pp-0.044 pp-0.056 pp-0.060 pp-7.0%
Jun 20230.095%+0.000 pp-0.054 pp-0.089 pp-0.075 pp-14.7%
May 20230.095%-0.049 pp-0.058 pp-0.087 pp-0.089 pp-21.5%
Apr 20230.144%-0.005 pp-0.012 pp-0.045 pp-0.039 pp-13.5%
Mar 20230.149%-0.004 pp-0.035 pp-0.028 pp-0.022 pp-3.2%
Feb 20230.153%-0.002 pp-0.028 pp-0.023 pp+0.000 pp+12.8%
Jan 20230.156%-0.028 pp-0.033 pp-0.004 pp+0.015 pp+22.5%
Dec 20220.184%+0.002 pp+0.007 pp+0.014 pp+0.063 pp+71.5%
Nov 20220.182%-0.007 pp+0.005 pp-0.002 pp+0.064 pp+79.7%
Oct 20220.189%+0.012 pp+0.030 pp+0.007 pp+0.069 pp+92.2%
Sep 20220.177%+0.001 pp+0.007 pp+0.006 pp+0.059 pp+72.2%
Aug 20220.176%+0.017 pp-0.008 pp+0.023 pp+0.064 pp+78.0%
Jul 20220.159%-0.010 pp-0.023 pp+0.018 pp+0.045 pp+57.8%
Jun 20220.170%-0.014 pp-0.001 pp+0.049 pp+0.050 pp+54.7%
May 20220.184%+0.002 pp+0.031 pp+0.066 pp+0.051 pp+49.7%
Apr 20220.182%+0.011 pp+0.041 pp+0.062 pp+0.054 pp+54.1%
Mar 20220.171%+0.018 pp+0.050 pp+0.053 pp+0.109 pp+51.7%
Feb 20220.153%+0.012 pp+0.035 pp+0.041 pp+0.090 pp+31.7%
Jan 20220.141%+0.020 pp+0.021 pp+0.027 pp+0.074 pp+35.2%
Dec 20210.121%+0.004 pp+0.003 pp+0.002 pp+0.008 pp+15.7%
Nov 20210.118%-0.002 pp+0.005 pp-0.016 pp-0.000 pp+7.1%
Oct 20210.120%+0.002 pp+0.005 pp-0.008 pp-0.002 pp+4.2%
Sep 20210.118%+0.006 pp-0.002 pp+0.056 pp+0.118 pp+4.4%
Aug 20210.112%-0.002 pp-0.021 pp+0.049 pp+0.112 pp+6.9%
Jul 20210.115%-0.005 pp-0.013 pp+0.048 pp+0.114 pp+7.4%
Jun 20210.120%-0.014 pp+0.057 pp+0.006 pp+0.119 pp+12.1%
May 20210.133%+0.005 pp+0.070 pp+0.016 pp+0.133 pp+22.9%
Apr 20210.128%+0.066 pp+0.061 pp+0.006 pp+0.012 pp+19.7%
Mar 20210.062%-0.001 pp-0.051 pp+0.062 pp+0.062 pp+8.3%
Feb 20210.063%-0.003 pp-0.054 pp+0.063 pp+0.063 pp+19.3%
Jan 20210.067%-0.047 pp-0.055 pp+0.067 pp-0.056 pp-1.8%
Dec 20200.114%-0.004 pp+0.113 pp+0.113 pp-0.013 pp-3.3%
How are these descriptive states defined?

Gaining / losing: 12-month weight change above +0.005pp / below −0.005pp. Direction and speed are separate dimensions, not mutually exclusive recommendations.

Accelerating / slowing: compare the most recent 3M change with the preceding 3M change. Accelerating means a positive change speeds up by >0.02pp. Slowing means the magnitude of movement declines by >0.02pp. A falling industry can also slow.

Reversing: the last two 3M changes have opposite signs, outside a ±0.005pp tolerance. Persistence counts consecutive same-direction monthly changes.

Broad / concentrated: company attribution, not a market-cap concentration shortcut. Concentrated means the three largest same-direction contributors account for ≥70% of gross same-direction changes; otherwise broad requires ≥60% of constituents moving with the industry. Other cases are mixed.

Weights use matched S&P 500 members’ market-cap estimates, based on SEC-reported shares available by each month-end and monthly closing prices. Companies without a matched price or share record are omitted, so the denominator is the matched sample rather than every index member. These are not official float-adjusted S&P weights. Flow is not measured.