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

Materials34.0%+1.88 pp Financials8.2%+0.50 pp Consumer Staples5.1%+0.15 pp Industrials7.1%+0.09 pp Utilities2.0%-0.12 pp Real Estate1.9%-0.15 pp Communication Services1.8%-0.15 pp Energy2.0%-0.39 pp Information Technology19.8%-0.42 pp Consumer Discretionary8.2%-0.48 pp Health Care10.0%-0.91 pp

2 · Industry

Inside Industrials

Passenger Ground Transportation0.24%+0.24 pp Air Freight & Logistics0.32%-0.15 pp Agricultural & Farm Machinery0.18%-0.09 pp Heavy Electrical Equipment0.10%+0.08 pp Rail Transportation0.49%-0.08 pp Diversified Support Services0.16%+0.06 pp Environmental & Facilities Services0.34%+0.05 pp Industrial Conglomerates0.44%-0.05 pp Aerospace & Defense1.70%+0.05 pp Human Resource & Employment Services0.28%-0.05 pp Passenger Airlines0.11%-0.04 pp Trading Companies & Distributors0.13%+0.02 pp Building Products0.39%+0.02 pp Cargo Ground Transportation0.11%+0.02 pp Electrical Components & Equipment0.47%+0.01 pp Construction Machinery & Heavy Transportation Equipment0.52%-0.00 pp Construction & Engineering0.10%+0.00 pp Data Processing & Outsourced Services0.05%+0.00 pp Research & Consulting Services0.13%+0.00 pp Industrial Machinery & Supplies & Components0.80%-0.00 pp

3 · Sub-industry

Inside Heavy Electrical Equipment

Heavy Electrical Equipment0.10%+0.084 pp

Concentrated

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

View all contributions →

Heavy Electrical Equipment · weight

0.10%

Industry change · 12M

+0.08 pp

Heavy Electrical Equipment · contribution

+0.084 pp

Company participation

50%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jul 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	$49.0bn	0.088%	-0.034 pp	+0.088 pp	+0.0%	Yes
Generac → GNRC	United States	$9.4bn	0.017%	-0.007 pp	-0.004 pp	+1.3%	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.