Universe›Industrials›Agricultural & Farm Machinery
Observatory · observe first

Agricultural & Farm Machinery

Agricultural & Farm Machinery is gaining market weight. Lost weight for 1 consecutive month.

Historical time machine
Historical observation
20182026
AcceleratingConcentrated

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

Universe weight
0.34%
$0.08T
12-month change
+0.07 pp
6-month change
+0.34 pp
3-month change
+0.34 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+0.075 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

Jan 2018 – Dec 2020 · market weight (%)

0.00.20.3201820192020

Relative performance

Industry return versus ACWI · no future data shown

88112135201820192020

Is participation broad or concentrated?

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

Above their 3M universe-weight average0%
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+0.07 pp
Relative strength · 12M+35.8%
Price index return · 12M+58.0%
Earnings revisions · unavailable0.0
Allocation gained weight while relative performance rose. 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
Deere & Company →
DE
Agricultural & Farm MachineryUnited States0.341%+0.075 pp+58.0%0.0
Underlying monthly industry observations
MonthWeight1M change3M change6M change12M changeRelative return · 12M
Dec 20200.341%-0.007 pp+0.341 pp+0.341 pp+0.075 pp+35.8%
Nov 20200.348%+0.013 pp+0.348 pp+0.348 pp+0.082 pp+38.0%
Oct 20200.335%+0.335 pp+0.335 pp+0.081 pp+0.049 pp+25.6%
Sep 20200.000%+0.000 pp+0.000 pp+0.000 pp-0.282 pp+21.0%
Aug 20200.000%+0.000 pp+0.000 pp+0.000 pp-0.265 pp+18.7%
Jul 20200.000%+0.000 pp-0.254 pp-0.245 pp-0.279 pp+1.0%
Jun 20200.000%-0.000 pp+0.000 pp-0.266 pp-0.283 pp-5.3%
May 20200.000%-0.254 pp+0.000 pp-0.266 pp-0.258 pp+4.8%
Apr 20200.255%+0.254 pp+0.010 pp-0.031 pp-0.039 pp-5.4%
Mar 20200.000%+0.000 pp-0.266 pp-0.282 pp-0.292 pp-0.9%
Feb 20200.000%-0.245 pp-0.266 pp-0.265 pp-0.303 pp-6.8%
Jan 20200.245%-0.021 pp-0.041 pp-0.034 pp+0.073 pp-14.7%
Dec 20190.266%-0.000 pp-0.016 pp-0.017 pp+0.096 pp-6.6%
Nov 20190.267%-0.019 pp+0.001 pp+0.008 pp+0.101 pp-2.6%
Oct 20190.286%+0.004 pp+0.006 pp-0.008 pp+0.138 pp+16.3%
Sep 20190.282%+0.017 pp-0.001 pp-0.010 pp+0.128 pp+12.6%
Aug 20190.265%-0.014 pp+0.007 pp-0.038 pp+0.116 pp+9.9%
Jul 20190.279%-0.004 pp-0.014 pp+0.107 pp+0.006 pp+13.3%
Jun 20190.283%+0.024 pp-0.009 pp+0.113 pp+0.008 pp+14.0%
May 20190.259%-0.035 pp-0.044 pp+0.093 pp-0.035 pp-3.4%
Apr 20190.294%+0.001 pp+0.122 pp+0.146 pp+0.025 pp+17.9%
Mar 20190.292%-0.010 pp+0.123 pp+0.138 pp-0.016 pp+2.1%
Feb 20190.303%+0.131 pp+0.137 pp+0.154 pp-0.008 pp+4.3%
Jan 20190.172%+0.002 pp+0.025 pp-0.102 pp-0.134 pp+8.1%
Dec 20180.170%+0.004 pp+0.016 pp-0.105 pp-0.136 pp+6.2%
Nov 20180.166%+0.018 pp+0.016 pp-0.129 pp-0.141 pp+1.8%
Oct 20180.148%-0.006 pp-0.126 pp-0.122 pp-0.159 pp-9.6%
Sep 20180.154%+0.005 pp-0.121 pp-0.154 pp-0.152 pp-7.1%
Aug 20180.149%-0.125 pp-0.145 pp-0.162 pp-0.157 pp-11.0%
Jul 20180.274%-0.001 pp+0.005 pp-0.032 pp-0.032 pp-9.7%
Jun 20180.275%-0.019 pp-0.033 pp-0.031 pp-0.031 pp-10.2%
May 20180.294%+0.025 pp-0.017 pp-0.012 pp-0.012 pp-5.0%
Apr 20180.269%-0.039 pp-0.037 pp-0.037 pp-0.037 pp-13.6%
Mar 20180.309%-0.002 pp+0.002 pp+0.002 pp+0.002 pp-0.4%
Feb 20180.311%+0.005 pp+0.005 pp+0.005 pp+0.005 pp+1.2%
Jan 20180.306%+0.000 pp+0.000 pp+0.000 pp+0.000 pp+0.0%
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.