Universe›Industrials›Research & Consulting Services
Observatory · observe first

Research & Consulting Services

Research & Consulting Services 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
0.17%
$0.07T
12-month change
-0.02 pp
6-month change
-0.01 pp
3-month change
+0.05 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+0.010 pp
Industry total-0.016 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

Oct 2019 – Sep 2024 · market weight (%)

0.00.10.220202021202220232024

Relative performance

Industry return versus ACWI · no future data shown

11913815820202021202220232024

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 average50%
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-0.02 pp
Relative strength · 12M+0.9%
Price index return · 12M+32.9%
Earnings revisions · unavailable0.0
Allocation lost 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
Verisk Analytics →
VRSK
Research & Consulting ServicesUnited States0.089%-0.026 pp+14.1%0.0
Equifax →
EFX
Research & Consulting ServicesUnited States0.085%+0.010 pp+61.4%0.0
Underlying monthly industry observations
MonthWeight1M change3M change6M change12M changeRelative return · 12M
Sep 20240.173%-0.012 pp+0.045 pp-0.012 pp-0.016 pp+0.9%
Aug 20240.186%+0.057 pp+0.062 pp-0.011 pp-0.007 pp+4.2%
Jul 20240.129%+0.001 pp-0.041 pp-0.065 pp+0.002 pp+6.8%
Jun 20240.128%+0.005 pp-0.057 pp-0.066 pp-0.014 pp-5.9%
May 20240.124%-0.046 pp-0.073 pp-0.069 pp-0.018 pp-7.8%
Apr 20240.169%-0.016 pp-0.024 pp-0.014 pp-0.018 pp-6.0%
Mar 20240.186%-0.011 pp-0.008 pp-0.004 pp-0.000 pp+4.1%
Feb 20240.197%+0.003 pp+0.004 pp+0.004 pp+0.016 pp+13.3%
Jan 20240.194%-0.001 pp+0.010 pp+0.067 pp+0.003 pp+7.5%
Dec 20230.194%+0.001 pp+0.005 pp+0.052 pp+0.009 pp+8.5%
Nov 20230.193%+0.010 pp-0.000 pp+0.051 pp+0.013 pp+10.0%
Oct 20230.183%-0.006 pp+0.056 pp-0.005 pp+0.008 pp+3.2%
Sep 20230.189%-0.003 pp+0.047 pp+0.003 pp+0.002 pp+3.4%
Aug 20230.193%+0.066 pp+0.051 pp+0.013 pp+0.005 pp+5.9%
Jul 20230.127%-0.016 pp-0.061 pp-0.064 pp-0.064 pp-1.9%
Jun 20230.142%+0.001 pp-0.044 pp-0.043 pp-0.051 pp+12.4%
May 20230.142%-0.046 pp-0.039 pp-0.038 pp-0.047 pp+14.2%
Apr 20230.188%+0.002 pp-0.003 pp+0.012 pp-0.021 pp-3.6%
Mar 20230.186%+0.006 pp+0.001 pp-0.002 pp-0.028 pp-5.0%
Feb 20230.180%-0.010 pp+0.001 pp-0.008 pp-0.011 pp+4.1%
Jan 20230.190%+0.005 pp+0.015 pp-0.001 pp-0.014 pp+1.7%
Dec 20220.185%+0.006 pp-0.002 pp-0.008 pp-0.047 pp-11.3%
Nov 20220.180%+0.004 pp-0.008 pp-0.009 pp-0.058 pp-13.4%
Oct 20220.176%-0.012 pp-0.016 pp-0.034 pp-0.051 pp-7.1%
Sep 20220.188%-0.000 pp-0.006 pp-0.026 pp-0.034 pp-3.0%
Aug 20220.188%-0.003 pp-0.001 pp-0.004 pp-0.032 pp-3.1%
Jul 20220.191%-0.002 pp-0.018 pp-0.014 pp-0.023 pp+0.9%
Jun 20220.193%+0.005 pp-0.021 pp-0.039 pp-0.010 pp+4.1%
May 20220.189%-0.020 pp-0.003 pp-0.049 pp-0.014 pp+1.1%
Apr 20220.209%-0.005 pp+0.004 pp-0.017 pp-0.003 pp+5.8%
Mar 20220.214%+0.022 pp-0.019 pp-0.008 pp+0.115 pp+18.3%
Feb 20220.192%-0.013 pp-0.046 pp-0.028 pp+0.099 pp+11.7%
Jan 20220.205%-0.028 pp-0.022 pp-0.010 pp+0.082 pp+5.2%
Dec 20210.233%-0.005 pp+0.011 pp+0.030 pp+0.001 pp+7.9%
Nov 20210.237%+0.011 pp+0.018 pp+0.034 pp+0.014 pp+12.8%
Oct 20210.226%+0.005 pp+0.012 pp+0.014 pp+0.011 pp+9.7%
Sep 20210.222%+0.002 pp+0.019 pp+0.122 pp+0.222 pp+2.2%
Aug 20210.220%+0.005 pp+0.017 pp+0.127 pp+0.220 pp+1.5%
Jul 20210.214%+0.012 pp+0.002 pp+0.091 pp+0.214 pp-6.4%
Jun 20210.203%+0.000 pp+0.104 pp-0.029 pp+0.203 pp-14.4%
May 20210.203%-0.009 pp+0.110 pp-0.020 pp+0.203 pp-13.8%
Apr 20210.212%+0.113 pp+0.089 pp-0.003 pp-0.022 pp-3.8%
Mar 20210.099%+0.007 pp-0.132 pp+0.099 pp+0.099 pp-11.0%
Feb 20210.093%-0.030 pp-0.130 pp+0.092 pp+0.093 pp-15.5%
Jan 20210.123%-0.108 pp-0.092 pp+0.123 pp-0.098 pp-1.4%
Dec 20200.232%+0.008 pp+0.231 pp+0.231 pp+0.028 pp+19.9%
Nov 20200.223%+0.008 pp+0.223 pp+0.223 pp+0.016 pp+12.5%
Oct 20200.215%+0.215 pp+0.215 pp-0.018 pp+0.006 pp+8.7%
Sep 20200.000%-0.000 pp-0.000 pp+0.000 pp-0.227 pp+4.8%
Aug 20200.000%+0.000 pp-0.000 pp+0.000 pp-0.240 pp-0.2%
Jul 20200.000%-0.000 pp-0.234 pp-0.221 pp-0.221 pp+13.8%
Jun 20200.000%+0.000 pp+0.000 pp-0.203 pp-0.217 pp+19.2%
May 20200.000%-0.234 pp+0.000 pp-0.207 pp-0.218 pp+19.1%
Apr 20200.234%+0.234 pp+0.013 pp+0.024 pp+0.020 pp+16.6%
Mar 20200.000%+0.000 pp-0.203 pp-0.227 pp-0.207 pp+17.1%
Feb 20200.000%-0.221 pp-0.207 pp-0.240 pp-0.196 pp+21.4%
Jan 20200.221%+0.018 pp+0.011 pp-0.001 pp+0.115 pp+21.5%
Dec 20190.203%-0.004 pp-0.024 pp-0.014 pp+0.099 pp+13.3%
Nov 20190.207%-0.003 pp-0.033 pp-0.012 pp+0.098 pp+11.7%
Oct 20190.210%-0.018 pp-0.012 pp-0.004 pp+0.102 pp+12.8%
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.