AUTOMATIC DATA PROCESSING and ROCKWELL AUTOMATION INC moved almost identically (+46.89% vs +48.39%), yet ADP moved the XLI 45.0× as much. In a cap-weighted index, the bigger company's weight turns the same percentage move into far more points.
Attribution map
slicing the +74.18 pt move · cell size = points contributed · color = direction, intensity = return
GE+9.7 pts(+464.8%)
CAT+9.0 pts(+313.3%)
GEV+6.6 pts(+608.4%)
RTX+4.8 pts(+171.1%)
ETN+4.4 pts(+164.3%)
PH+3.3 pts(+265.6%)
VRT+3.0 pts(+852.6%)
HWM+2.8 pts
UPS−2.6 pts
BA−2.6 pts(−5.0%)
PWR+2.4 pts(+540.0%)
URI+2.2 pts(+216.1%)
UBER+2.1 pts
TT+2.1 pts
DE+1.9 pts(+79.0%)
CMI+1.8 pts(+173.0%)
LMT+1.8 pts(+76.1%)
FIX+1.6 pts
TDG+1.5 pts
ADP
FDX+1.4 pts
GWW+1.4 pts
PCAR+1.3 pts
JCI+1.3 pts
GD
FAST
EMR
CTAS
EME
WAB
AME+0.8 pts
AXON+0.7 pts
RSG
HUBB
HONA
LUV
SNA
MMM
GNRC
UAL
IR
Concentration curve
cumulative share of the +74.18 pt move · sorted by contribution
From −48.27% (GNRC) to +2,028.51% (FIX). Equal-weight, the XLI would be +110.07% vs the actual +71.18%; the gap is what cap weighting did.
By sector
point contribution · sums to +74.18 pts
-83
+76.0
The year, session by session
every trading day of 2026 · hover for the move
JANFEBMARAPRMAYJUNJULAUG
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Industrials · Select Sector
What moved the market
5Y · AUG 25, 2026
+71.18%
+74.2 pts · closed 178.40
69 of 83 rose · 14 fell
GE+464.8%
+9.7
CAT+313.3%
+9.0
GEV+608.4%
+6.6
RTX+171.1%
+4.8
ETN+164.3%
+4.4
LUV−9.2%
−0.5
HON+4.1%
−0.5
HONA−27.2%
−0.6
BA−5.0%
−2.6
UPS−33.4%
−2.6
Broad advance · GE led at +9.69 ptsWMTMT.COM
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