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 Technology32.5%+4.21 pp Financials12.6%+0.68 pp Utilities2.9%+0.21 pp Communication Services2.8%+0.07 pp Consumer Staples7.3%-0.17 pp Real Estate2.5%-0.21 pp Energy2.8%-0.42 pp Materials2.4%-0.51 pp Consumer Discretionary11.4%-0.59 pp Industrials9.8%-0.82 pp Health Care12.9%-2.46 pp

2 · Industry

Inside Utilities

Electric Utilities1.53%+0.19 pp Multi-Utilities1.18%+0.01 pp Gas Utilities0.06%+0.01 pp Independent Power Producers & Energy Traders0.07%-0.01 pp Water Utilities0.07%+0.00 pp

3 · Sub-industry

Inside Water Utilities

Water Utilities0.07%+0.002 pp

Concentrated

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

View all contributions →

Water Utilities · weight

0.07%

Industry change · 12M

+0.00 pp

Water Utilities · contribution

+0.002 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 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	$28.8bn	0.068%	+0.013 pp	+0.002 pp	+23.5%	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.