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
Aerospace & Defense1.74%-0.70 ppRail Transportation0.57%-0.41 ppAir Freight & Logistics0.48%-0.32 ppIndustrial Conglomerates0.52%-0.31 ppHuman Resource & Employment Services0.30%-0.20 ppIndustrial Machinery & Supplies & Components0.83%-0.19 ppEnvironmental & Facilities Services0.32%-0.15 ppElectrical Components & Equipment0.48%-0.09 ppBuilding Products0.37%-0.09 ppConstruction Machinery & Heavy Transportation Equipment0.52%-0.09 ppAgricultural & Farm Machinery0.27%-0.08 ppResearch & Consulting Services0.14%-0.05 ppPassenger Airlines0.16%-0.04 ppHeavy Electrical Equipment0.02%-0.03 ppCargo Ground Transportation0.09%-0.03 ppConstruction & Engineering0.09%-0.03 ppData Processing & Outsourced Services0.05%-0.02 ppTrading Companies & Distributors0.11%-0.01 ppDiversified Support Services0.11%-0.01 ppPassenger Ground Transportation0.00%+0.00 pp
3 · Sub-industry
Inside Construction & Engineering
Construction & Engineering · weight
0.09%
Industry change · 12M
-0.03 pp
Construction & Engineering · contribution
-0.028 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 |
|---|---|---|---|---|---|---|---|
| Jacobs Solutions → J | United States | $12.5bn | 0.029% | -0.013 pp | -0.024 pp | -5.7% | No |
| Quanta Services → PWR | United States | $28.5bn | 0.066% | -0.016 pp | -0.004 pp | +57.1% | 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.