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
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Industrials
Rail Transportation0.80%-0.30 ppAerospace & Defense2.47%+0.11 ppIndustrial Machinery & Supplies & Components1.14%+0.11 ppIndustrial Conglomerates0.74%-0.11 ppConstruction Machinery & Heavy Transportation Equipment0.71%+0.08 ppAir Freight & Logistics0.73%-0.05 ppHeavy Electrical Equipment0.02%-0.04 ppPassenger Airlines0.19%-0.04 ppHuman Resource & Employment Services0.46%-0.03 ppDiversified Support Services0.14%+0.03 ppResearch & Consulting Services0.19%-0.03 ppElectrical Components & Equipment0.63%+0.02 ppEnvironmental & Facilities Services0.44%+0.02 ppAgricultural & Farm Machinery0.42%-0.01 ppConstruction & Engineering0.12%+0.01 ppBuilding Products0.50%+0.01 ppCargo Ground Transportation0.13%-0.00 ppData Processing & Outsourced Services0.06%-0.00 ppTrading Companies & Distributors0.15%+0.00 ppPassenger Ground Transportation0.00%+0.00 pp
3 · Sub-industry
Inside Construction & Engineering
Construction & Engineering · weight
0.12%
Industry change · 12M
+0.01 pp
Construction & Engineering · contribution
+0.011 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 2023 · 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 |
|---|---|---|---|---|---|---|---|
| Quanta Services → PWR | United States | $24.0bn | 0.082% | +0.008 pp | +0.019 pp | +26.9% | Yes |
| Jacobs Solutions → J | United States | $12.3bn | 0.042% | -0.003 pp | -0.008 pp | -14.1% | 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.