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

Information Technology17.9%+7.83 pp Financials16.1%+6.61 pp Health Care16.1%+6.02 pp Industrials13.5%+5.47 pp Consumer Staples9.2%+4.37 pp Communication Services5.3%+3.38 pp Materials3.3%+2.18 pp Utilities4.0%+2.09 pp Real Estate3.9%+2.04 pp Energy3.6%+0.96 pp Consumer Discretionary7.1%-40.93 pp

2 · Industry

Inside Utilities

Electric Utilities2.21%+1.18 pp Multi-Utilities1.45%+0.73 pp Gas Utilities0.07%+0.07 pp Water Utilities0.12%+0.07 pp Independent Power Producers & Energy Traders0.11%+0.05 pp

3 · Sub-industry

Inside Water Utilities

Water Utilities0.12%+0.069 pp

Concentrated

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

View all contributions →

Water Utilities · weight

0.12%

Industry change · 12M

+0.07 pp

Water Utilities · contribution

+0.069 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Sep 2019 · 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	$22.4bn	0.119%	+0.006 pp	+0.069 pp	+43.9%	Yes

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.