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 Transportation0.33%+0.33 ppAerospace & Defense2.14%-0.25 ppHeavy Electrical Equipment0.23%+0.21 ppAir Freight & Logistics0.41%-0.17 ppRail Transportation0.62%-0.16 ppDiversified Support Services0.38%+0.14 ppIndustrial Conglomerates0.59%-0.07 ppIndustrial Machinery & Supplies & Components1.11%-0.07 ppBuilding Products0.56%+0.06 ppAgricultural & Farm Machinery0.28%-0.05 ppConstruction Machinery & Heavy Transportation Equipment0.76%+0.05 ppPassenger Airlines0.20%+0.04 ppHuman Resource & Employment Services0.39%-0.04 ppResearch & Consulting Services0.16%-0.03 ppEnvironmental & Facilities Services0.47%-0.03 ppTrading Companies & Distributors0.18%+0.02 ppConstruction & Engineering0.15%+0.02 ppCargo Ground Transportation0.15%+0.02 ppElectrical Components & Equipment0.67%+0.02 ppData Processing & Outsourced Services0.06%-0.01 pp
3 · Sub-industry
Inside Construction & Engineering
Construction & Engineering · weight
0.15%
Industry change · 12M
+0.02 pp
Construction & Engineering · contribution
+0.024 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 |
|---|---|---|---|---|---|---|---|
| Quanta Services → PWR | United States | $50.9bn | 0.112% | +0.014 pp | +0.027 pp | +83.2% | Yes |
| Jacobs Solutions → J | United States | $17.3bn | 0.038% | +0.001 pp | -0.003 pp | +34.0% | Yes |
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.