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
Passenger Ground Transportation0.38%+0.38 ppIndustrial Conglomerates0.68%-0.19 ppAerospace & Defense2.41%-0.17 ppAgricultural & Farm Machinery0.33%-0.13 ppIndustrial Machinery & Supplies & Components1.21%+0.12 ppAir Freight & Logistics0.57%-0.10 ppHuman Resource & Employment Services0.41%-0.09 ppRail Transportation0.81%-0.09 ppDiversified Support Services0.23%+0.08 ppEnvironmental & Facilities Services0.49%+0.05 ppConstruction Machinery & Heavy Transportation Equipment0.77%+0.05 ppTrading Companies & Distributors0.17%+0.03 ppPassenger Airlines0.17%-0.02 ppElectrical Components & Equipment0.67%+0.02 ppData Processing & Outsourced Services0.07%+0.02 ppConstruction & Engineering0.13%+0.02 ppBuilding Products0.52%+0.01 ppResearch & Consulting Services0.19%+0.01 ppCargo Ground Transportation0.13%+0.01 ppHeavy Electrical Equipment0.02%+0.00 pp
3 · Sub-industry
Inside Construction & Engineering
Construction & Engineering · weight
0.13%
Industry change · 12M
+0.02 pp
Construction & Engineering · contribution
+0.015 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $31.4bn | 0.093% | +0.003 pp | +0.020 pp | +51.7% | Yes |
| Jacobs Solutions → J | United States | $13.5bn | 0.040% | -0.007 pp | -0.005 pp | +9.0% | 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.