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›Utilities›Water Utilities›Water Utilities

1 · Sector

Weight and 12M allocation change

Information Technology33.6%+3.90 pp Consumer Discretionary13.1%+1.27 pp Financials12.6%+0.85 pp Consumer Staples6.8%+0.07 pp Utilities2.6%-0.07 pp Communication Services2.5%-0.41 pp Real Estate2.3%-0.46 pp Materials2.3%-0.48 pp Industrials9.6%-0.62 pp Energy2.5%-0.66 pp Health Care12.2%-3.40 pp

2 · Industry

Inside Utilities

Multi-Utilities1.06%-0.14 pp Electric Utilities1.41%+0.10 pp Water Utilities0.05%-0.02 pp Independent Power Producers & Energy Traders0.06%-0.01 pp Gas Utilities0.05%-0.00 pp

3 · Sub-industry

Inside Water Utilities

Water Utilities0.05%-0.018 pp

Concentrated

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

View all contributions →

Water Utilities · weight

0.05%

Industry change · 12M

-0.02 pp

Water Utilities · contribution

-0.018 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jan 2025 · 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
American Water Works → AWK	United States	$24.3bn	0.054%	-0.009 pp	-0.018 pp	+2.8%	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.