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›Heavy Electrical Equipment›Heavy Electrical Equipment

1 · Sector

Weight and 12M allocation change

Materials33.4%+3.81 pp Industrials7.3%+0.36 pp Financials8.1%+0.32 pp Consumer Staples5.3%-0.02 pp Energy2.2%-0.17 pp Utilities2.1%-0.18 pp Communication Services1.9%-0.26 pp Real Estate1.8%-0.32 pp Consumer Discretionary7.9%-0.56 pp Health Care10.3%-1.48 pp Information Technology19.7%-1.49 pp

2 · Industry

Inside Industrials

Passenger Ground Transportation0.26%+0.26 pp Air Freight & Logistics0.34%-0.13 pp Heavy Electrical Equipment0.11%+0.09 pp Construction Machinery & Heavy Transportation Equipment0.56%+0.09 pp Industrial Conglomerates0.44%-0.08 pp Rail Transportation0.49%-0.07 pp Building Products0.41%+0.07 pp Electrical Components & Equipment0.51%+0.06 pp Industrial Machinery & Supplies & Components0.83%+0.06 pp Diversified Support Services0.17%+0.06 pp Agricultural & Farm Machinery0.20%-0.06 pp Aerospace & Defense1.71%-0.04 pp Environmental & Facilities Services0.36%+0.04 pp Human Resource & Employment Services0.27%-0.03 pp Trading Companies & Distributors0.12%+0.03 pp Cargo Ground Transportation0.10%+0.02 pp Research & Consulting Services0.12%-0.02 pp Passenger Airlines0.13%-0.01 pp Construction & Engineering0.10%+0.01 pp Data Processing & Outsourced Services0.05%+0.00 pp

3 · Sub-industry

Inside Heavy Electrical Equipment

Heavy Electrical Equipment0.11%+0.092 pp

Concentrated

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

View all contributions →

Heavy Electrical Equipment · weight

0.11%

Industry change · 12M

+0.09 pp

Heavy Electrical Equipment · contribution

+0.092 pp

Company participation

50%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

May 2024 · 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
GE Vernova → GEV	United States	$48.2bn	0.092%	+0.092 pp	+0.092 pp	+0.0%	Yes
Generac → GNRC	United States	$8.9bn	0.017%	-0.002 pp	+0.000 pp	+35.2%	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.