Observatory · observe first

Follow the allocation change

Matched S&P 500 members → sector → industry → sub-industry → company. Each step uses the same percentage points.

Historical time machine

Historical observation

20182026

Universe›Utilities›Water Utilities›Water Utilities

1 · Sector

Weight and 12M allocation change

Consumer Discretionary48.1%+41.00 pp Materials1.1%-1.04 pp Utilities1.9%-1.28 pp Real Estate1.8%-1.40 pp Communication Services1.9%-1.53 pp Energy2.7%-2.04 pp Consumer Staples4.8%-4.56 pp Information Technology10.0%-6.01 pp Health Care10.1%-6.67 pp Industrials8.1%-7.53 pp Financials9.5%-8.94 pp

2 · Industry

Inside Utilities

Electric Utilities1.03%-0.68 pp Multi-Utilities0.73%-0.54 pp Water Utilities0.05%-0.03 pp Independent Power Producers & Energy Traders0.07%-0.02 pp Gas Utilities0.00%+0.00 pp

3 · Sub-industry

Inside Water Utilities

Water Utilities0.05%-0.034 pp

Concentrated

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

View all contributions →

Water Utilities · weight

0.05%

Industry change · 12M

-0.03 pp

Water Utilities · contribution

-0.034 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Sep 2018 · sorted by absolute contribution to 12-month change

Company	Country	Market cap	Universe weight	3M contribution	12M contribution	12M price return	Above 6M weight average
American Water Works → AWK	United States	$15.9bn	0.051%	-0.042 pp	-0.034 pp	+7.5%	No

Company contributions use weights among matched S&P 500 members and add through each level without rescaling. Companies without matched shares and prices are omitted. These observations do not establish official index weights or actual fund flows.