Cargo Ground Transportation
Cargo Ground Transportation is showing little change in market weight. Lost weight for 2 consecutive months.
Most of this industry's losses came from a few companies.
Where did the weight change come from?
12-month contribution in universe percentage points · contributions add to the industry change
The three largest same-direction contributors explain 100% of gross losses. 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 – Sep 2022 · market weight (%)
Relative performance
Industry return versus ACWI · no future data shown
Is participation broad or concentrated?
Actual constituent counts at this date, not the legacy synthetic breadth proxy
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
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
| Company | Sub-industry | Country | Universe weight | 12M contribution | 12M price return | Revisions |
|---|---|---|---|---|---|---|
| Old Dominion → ODFL | Cargo Ground Transportation | United States | 0.055% | -0.004 pp | -12.7% | 0.0 |
| J.B. Hunt → JBHT | Cargo Ground Transportation | United States | 0.064% | +0.002 pp | -5.7% | 0.0 |
Underlying monthly industry observations
| Month | Weight | 1M change | 3M change | 6M change | 12M change | Relative return · 12M |
|---|---|---|---|---|---|---|
| Sep 2022 | 0.118% | -0.000 pp | -0.002 pp | -0.010 pp | -0.001 pp | +14.4% |
| Aug 2022 | 0.119% | -0.006 pp | +0.001 pp | -0.017 pp | +0.001 pp | +15.2% |
| Jul 2022 | 0.124% | +0.004 pp | +0.002 pp | -0.002 pp | +0.010 pp | +24.0% |
| Jun 2022 | 0.121% | +0.003 pp | -0.008 pp | -0.014 pp | +0.008 pp | +17.3% |
| May 2022 | 0.118% | -0.005 pp | -0.019 pp | -0.019 pp | -0.002 pp | +7.0% |
| Apr 2022 | 0.123% | -0.006 pp | -0.003 pp | -0.012 pp | +0.017 pp | +11.2% |
| Mar 2022 | 0.129% | -0.008 pp | -0.006 pp | +0.009 pp | +0.074 pp | +15.1% |
| Feb 2022 | 0.136% | +0.010 pp | -0.000 pp | +0.018 pp | +0.087 pp | +32.8% |
| Jan 2022 | 0.126% | -0.008 pp | -0.009 pp | +0.012 pp | +0.065 pp | +31.9% |
| Dec 2021 | 0.135% | -0.002 pp | +0.015 pp | +0.022 pp | +0.030 pp | +39.9% |
| Nov 2021 | 0.137% | +0.002 pp | +0.019 pp | +0.017 pp | +0.025 pp | +31.9% |
| Oct 2021 | 0.135% | +0.015 pp | +0.021 pp | +0.029 pp | +0.021 pp | +25.4% |
| Sep 2021 | 0.120% | +0.002 pp | +0.007 pp | +0.065 pp | +0.120 pp | +14.2% |
| Aug 2021 | 0.118% | +0.004 pp | -0.002 pp | +0.069 pp | +0.118 pp | +4.8% |
| Jul 2021 | 0.115% | +0.002 pp | +0.008 pp | +0.053 pp | +0.114 pp | +4.1% |
| Jun 2021 | 0.113% | -0.007 pp | +0.058 pp | +0.008 pp | +0.113 pp | +2.6% |
| May 2021 | 0.120% | +0.014 pp | +0.070 pp | +0.009 pp | +0.120 pp | +5.8% |
| Apr 2021 | 0.106% | +0.051 pp | +0.045 pp | -0.007 pp | +0.014 pp | +18.8% |
| Mar 2021 | 0.055% | +0.005 pp | -0.050 pp | +0.055 pp | +0.055 pp | +18.8% |
| Feb 2021 | 0.050% | -0.012 pp | -0.062 pp | +0.050 pp | +0.050 pp | +21.7% |
| Jan 2021 | 0.061% | -0.043 pp | -0.052 pp | +0.061 pp | -0.021 pp | +13.2% |
| Dec 2020 | 0.105% | -0.007 pp | +0.105 pp | +0.105 pp | +0.019 pp | +10.6% |
| Nov 2020 | 0.111% | -0.002 pp | +0.111 pp | +0.111 pp | +0.049 pp | +14.5% |
| Oct 2020 | 0.114% | +0.114 pp | +0.114 pp | +0.021 pp | +0.048 pp | +12.8% |
| Sep 2020 | 0.000% | -0.000 pp | -0.000 pp | +0.000 pp | -0.063 pp | +13.7% |
| Aug 2020 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | -0.063 pp | +23.2% |
| Jul 2020 | 0.000% | -0.000 pp | -0.092 pp | -0.082 pp | -0.058 pp | +28.9% |
| Jun 2020 | 0.000% | -0.000 pp | +0.000 pp | -0.086 pp | -0.053 pp | +41.2% |
| May 2020 | 0.000% | -0.092 pp | +0.000 pp | -0.062 pp | -0.054 pp | +46.6% |
| Apr 2020 | 0.093% | +0.092 pp | +0.010 pp | +0.027 pp | +0.035 pp | +25.3% |
| Mar 2020 | 0.000% | +0.000 pp | -0.086 pp | -0.063 pp | -0.063 pp | +12.8% |
| Feb 2020 | 0.000% | -0.082 pp | -0.062 pp | -0.063 pp | -0.068 pp | -7.4% |
| Jan 2020 | 0.083% | -0.003 pp | +0.017 pp | +0.024 pp | +0.044 pp | -8.8% |
| Dec 2019 | 0.086% | +0.024 pp | +0.023 pp | +0.032 pp | +0.050 pp | +0.1% |
| Nov 2019 | 0.062% | -0.003 pp | -0.001 pp | +0.008 pp | +0.024 pp | -3.3% |
| Oct 2019 | 0.065% | +0.003 pp | +0.007 pp | +0.008 pp | +0.024 pp | -4.8% |
| Sep 2019 | 0.063% | +0.000 pp | +0.009 pp | -0.001 pp | +0.021 pp | -7.5% |
| Aug 2019 | 0.063% | +0.005 pp | +0.009 pp | -0.005 pp | +0.020 pp | -9.6% |
| Jul 2019 | 0.058% | +0.005 pp | +0.001 pp | +0.020 pp | -0.018 pp | -16.2% |
| Jun 2019 | 0.054% | -0.000 pp | -0.010 pp | +0.017 pp | -0.027 pp | -28.4% |
| May 2019 | 0.054% | -0.003 pp | -0.014 pp | +0.015 pp | -0.031 pp | -32.2% |
| Apr 2019 | 0.057% | -0.006 pp | +0.019 pp | +0.016 pp | -0.022 pp | -23.3% |
| Mar 2019 | 0.063% | -0.005 pp | +0.027 pp | +0.022 pp | -0.016 pp | -15.1% |
| Feb 2019 | 0.068% | +0.029 pp | +0.029 pp | +0.025 pp | -0.010 pp | -8.1% |
| Jan 2019 | 0.039% | +0.002 pp | -0.002 pp | -0.038 pp | -0.037 pp | -3.8% |
| Dec 2018 | 0.036% | -0.002 pp | -0.005 pp | -0.045 pp | -0.039 pp | -9.7% |
| Nov 2018 | 0.039% | -0.002 pp | -0.004 pp | -0.047 pp | -0.037 pp | -4.2% |
| Oct 2018 | 0.041% | -0.001 pp | -0.036 pp | -0.038 pp | -0.035 pp | +1.0% |
| Sep 2018 | 0.041% | -0.001 pp | -0.040 pp | -0.037 pp | -0.034 pp | +0.5% |
| Aug 2018 | 0.043% | -0.034 pp | -0.043 pp | -0.035 pp | -0.033 pp | +2.7% |
| Jul 2018 | 0.076% | -0.004 pp | -0.003 pp | +0.001 pp | +0.001 pp | +2.4% |
| Jun 2018 | 0.081% | -0.004 pp | +0.002 pp | +0.005 pp | +0.005 pp | +7.0% |
| May 2018 | 0.085% | +0.006 pp | +0.007 pp | +0.010 pp | +0.010 pp | +12.1% |
| Apr 2018 | 0.079% | +0.000 pp | +0.004 pp | +0.004 pp | +0.004 pp | +3.1% |
| Mar 2018 | 0.079% | +0.001 pp | +0.003 pp | +0.003 pp | +0.003 pp | +3.2% |
| Feb 2018 | 0.078% | +0.002 pp | +0.002 pp | +0.002 pp | +0.002 pp | +2.9% |
| Jan 2018 | 0.076% | +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.