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›Industrials›Construction & Engineering›Construction & Engineering

1 · Sector

Weight and 12M allocation change

Information Technology17.9%+7.83 ppFinancials16.1%+6.61 ppHealth Care16.1%+6.02 ppIndustrials13.5%+5.47 ppConsumer Staples9.2%+4.37 ppCommunication Services5.3%+3.38 ppMaterials3.3%+2.18 ppUtilities4.0%+2.09 ppReal Estate3.9%+2.04 ppEnergy3.6%+0.96 ppConsumer Discretionary7.1%-40.93 pp

2 · Industry

Inside Industrials

Aerospace & Defense5.30%+2.00 ppIndustrial Conglomerates1.41%+0.71 ppIndustrial Machinery & Supplies & Components0.97%+0.40 ppRail Transportation0.96%+0.34 ppConstruction Machinery & Heavy Transportation Equipment0.67%+0.26 ppEnvironmental & Facilities Services0.45%+0.25 ppHuman Resource & Employment Services0.53%+0.24 ppAir Freight & Logistics0.75%+0.23 ppElectrical Components & Equipment0.62%+0.21 ppBuilding Products0.44%+0.20 ppPassenger Airlines0.47%+0.16 ppAgricultural & Farm Machinery0.28%+0.13 ppResearch & Consulting Services0.23%+0.11 ppDiversified Support Services0.13%+0.10 ppTrading Companies & Distributors0.10%+0.04 ppConstruction & Engineering0.08%+0.04 ppData Processing & Outsourced Services0.08%+0.03 ppCargo Ground Transportation0.06%+0.02 ppHeavy Electrical Equipment0.00%+0.00 ppPassenger Ground Transportation0.00%+0.00 pp

3 · Sub-industry

Inside Construction & Engineering

Construction & Engineering0.08%+0.040 pp
Concentrated

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

View all contributions →
Construction & Engineering · weight
0.08%
Industry change · 12M
+0.04 pp
Construction & Engineering · contribution
+0.040 pp
Company participation
50%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Sep 2019 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Jacobs Solutions →
J
United States$10.3bn0.054%+0.003 pp+0.026 pp+20.4%Yes
Quanta Services →
PWR
United States$5.5bn0.029%-0.001 pp+0.014 pp+13.7%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.