Universe›Industrials›Passenger Ground Transportation
Observatory · observe first

Passenger Ground Transportation

Passenger Ground Transportation is losing market weight. Lost weight for 1 consecutive month.

Historical time machine
Historical observation
20182026
Reversing upwardConcentrated

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

Universe weight
0.25%
$0.14T
12-month change
-0.14 pp
6-month change
-0.07 pp
3-month change
+0.04 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
Uber →-0.137 pp
All other companies+0.000 pp
Industry total-0.137 pp

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

Aug 2021 – Jul 2026 · market weight (%)

0.00.20.520222023202420252026

Relative performance

Industry return versus ACWI · no future data shown

49688820222023202420252026

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 average0%
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-0.14 pp
Relative strength · 12M-34.4%
Price index return · 12M-19.8%
Earnings revisions · unavailable0.0
Allocation lost 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
Uber →
UBER
Passenger Ground TransportationUnited States0.250%-0.137 pp-19.8%0.0
Underlying monthly industry observations
MonthWeight1M change3M change6M change12M changeRelative return · 12M
Jul 20260.250%-0.005 pp+0.042 pp-0.068 pp-0.137 pp-34.4%
Jun 20260.255%+0.007 pp+0.040 pp-0.077 pp-0.165 pp-37.6%
May 20260.248%+0.040 pp+0.035 pp-0.109 pp-0.150 pp-35.8%
Apr 20260.208%-0.007 pp-0.110 pp-0.186 pp-0.198 pp-30.1%
Mar 20260.216%+0.003 pp-0.117 pp-0.193 pp-0.146 pp-18.3%
Feb 20260.213%-0.105 pp-0.144 pp-0.192 pp-0.142 pp-20.0%
Jan 20260.318%-0.014 pp-0.076 pp-0.069 pp+0.005 pp-1.9%
Dec 20250.333%-0.025 pp-0.076 pp-0.088 pp+0.045 pp+10.7%
Nov 20250.357%-0.037 pp-0.048 pp-0.041 pp+0.023 pp+3.0%
Oct 20250.394%-0.015 pp+0.007 pp-0.012 pp+0.038 pp+9.1%
Sep 20250.409%+0.004 pp-0.012 pp+0.048 pp+0.041 pp+10.9%
Aug 20250.405%+0.018 pp+0.007 pp+0.050 pp+0.034 pp+10.5%
Jul 20250.387%-0.034 pp-0.019 pp+0.074 pp+0.146 pp+17.6%
Jun 20250.421%+0.022 pp+0.059 pp+0.133 pp+0.136 pp+10.4%
May 20250.399%-0.008 pp+0.044 pp+0.064 pp+0.141 pp+15.1%
Apr 20250.406%+0.045 pp+0.093 pp+0.050 pp+0.008 pp+9.1%
Mar 20250.361%+0.006 pp+0.073 pp-0.006 pp-0.082 pp-12.0%
Feb 20250.355%+0.042 pp+0.021 pp-0.016 pp-0.118 pp-17.0%
Jan 20250.313%+0.025 pp-0.044 pp+0.072 pp-0.086 pp-15.2%
Dec 20240.288%-0.046 pp-0.080 pp+0.003 pp-0.090 pp-16.6%
Nov 20240.334%-0.022 pp-0.037 pp+0.077 pp+0.334 pp-7.6%
Oct 20240.357%-0.011 pp+0.115 pp-0.042 pp+0.357 pp-11.6%
Sep 20240.368%-0.004 pp+0.083 pp-0.076 pp+0.368 pp-7.3%
Aug 20240.371%+0.130 pp+0.113 pp-0.102 pp+0.371 pp-3.7%
Jul 20240.241%-0.043 pp-0.157 pp-0.158 pp+0.241 pp-10.4%
Jun 20240.285%+0.027 pp-0.159 pp-0.093 pp+0.285 pp-1.0%
May 20240.258%-0.141 pp-0.215 pp+0.258 pp+0.258 pp-15.2%
Apr 20240.399%-0.045 pp-0.001 pp+0.399 pp+0.399 pp-8.0%
Mar 20240.443%-0.030 pp+0.066 pp+0.443 pp+0.443 pp+1.5%
Feb 20240.473%+0.074 pp+0.473 pp+0.473 pp+0.473 pp+4.7%
Jan 20240.399%+0.022 pp+0.399 pp+0.399 pp+0.399 pp-7.1%
Dec 20230.378%+0.378 pp+0.378 pp+0.378 pp+0.378 pp-18.2%
Nov 20230.000%+0.000 pp+0.000 pp+0.000 pp+0.000 pp-10.1%
Oct 20230.000%+0.000 pp+0.000 pp+0.000 pp+0.000 pp-9.7%
Sep 20230.000%+0.000 pp+0.000 pp+0.000 pp+0.000 pp-17.2%
Aug 20230.000%+0.000 pp+0.000 pp+0.000 pp+0.000 pp-12.6%
Jul 20230.000%+0.000 pp+0.000 pp+0.000 pp+0.000 pp-11.2%
Jun 20230.000%+0.000 pp+0.000 pp+0.000 pp+0.000 pp-14.1%
May 20230.000%+0.000 pp+0.000 pp+0.000 pp+0.000 pp-1.1%
Apr 20230.000%+0.000 pp+0.000 pp+0.000 pp+0.000 pp-2.6%
Mar 20230.000%+0.000 pp+0.000 pp+0.000 pp+0.000 pp+7.6%
Feb 20230.000%+0.000 pp+0.000 pp+0.000 pp+0.000 pp+9.1%
Jan 20230.000%+0.000 pp+0.000 pp+0.000 pp+0.000 pp+8.8%
Dec 20220.000%+0.000 pp+0.000 pp+0.000 pp+0.000 pp+22.5%
Nov 20220.000%+0.000 pp+0.000 pp+0.000 pp+0.000 pp+12.5%
Oct 20220.000%+0.000 pp+0.000 pp+0.000 pp+0.000 pp+24.8%
Sep 20220.000%+0.000 pp+0.000 pp+0.000 pp+0.000 pp+25.9%
Aug 20220.000%+0.000 pp+0.000 pp+0.000 pp+0.000 pp+19.1%
Jul 20220.000%+0.000 pp+0.000 pp+0.000 pp+0.000 pp+11.5%
Jun 20220.000%+0.000 pp+0.000 pp+0.000 pp+0.000 pp+18.3%
May 20220.000%+0.000 pp+0.000 pp+0.000 pp+0.000 pp+7.3%
Apr 20220.000%+0.000 pp+0.000 pp+0.000 pp+0.000 pp+6.3%
Mar 20220.000%+0.000 pp+0.000 pp+0.000 pp+0.000 pp-6.3%
Feb 20220.000%+0.000 pp+0.000 pp+0.000 pp+0.000 pp-7.1%
Jan 20220.000%+0.000 pp+0.000 pp+0.000 pp+0.000 pp-12.0%
Dec 20210.000%+0.000 pp+0.000 pp+0.000 pp+0.000 pp-15.7%
Nov 20210.000%+0.000 pp+0.000 pp+0.000 pp+0.000 pp-16.4%
Oct 20210.000%+0.000 pp+0.000 pp+0.000 pp+0.000 pp-26.9%
Sep 20210.000%+0.000 pp+0.000 pp+0.000 pp+0.000 pp-21.2%
Aug 20210.000%+0.000 pp+0.000 pp+0.000 pp+0.000 pp-22.2%
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.