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›Construction & Engineering›Construction & Engineering

1 · Sector

Weight and 12M allocation change

Information Technology34.6%+14.94 ppFinancials12.3%+4.16 ppConsumer Discretionary12.0%+4.02 ppIndustrials10.1%+2.81 ppConsumer Staples7.3%+1.96 ppCommunication Services2.7%+0.87 ppHealth Care11.2%+0.85 ppUtilities2.9%+0.76 ppReal Estate2.4%+0.60 ppEnergy2.3%+0.18 ppMaterials2.3%-31.15 pp

2 · Industry

Inside Industrials

Aerospace & Defense2.57%+0.86 ppBuilding Products0.62%+0.22 ppHeavy Electrical Equipment0.31%+0.20 ppDiversified Support Services0.36%+0.19 ppIndustrial Machinery & Supplies & Components1.00%+0.17 ppEnvironmental & Facilities Services0.52%+0.16 ppHuman Resource & Employment Services0.43%+0.15 ppIndustrial Conglomerates0.59%+0.15 ppPassenger Ground Transportation0.40%+0.14 ppAgricultural & Farm Machinery0.31%+0.11 ppConstruction Machinery & Heavy Transportation Equipment0.66%+0.11 ppElectrical Components & Equipment0.61%+0.10 ppRail Transportation0.56%+0.07 ppResearch & Consulting Services0.17%+0.05 ppPassenger Airlines0.17%+0.05 ppConstruction & Engineering0.15%+0.04 ppTrading Companies & Distributors0.16%+0.04 ppAir Freight & Logistics0.31%-0.02 ppData Processing & Outsourced Services0.06%+0.02 ppCargo Ground Transportation0.11%+0.00 pp

3 · Sub-industry

Inside Construction & Engineering

Construction & Engineering0.15%+0.045 pp
Concentrated

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

View all contributions →
Construction & Engineering · weight
0.15%
Industry change · 12M
+0.04 pp
Construction & Engineering · contribution
+0.045 pp
Company participation
50%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

May 2025 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Quanta Services →
PWR
United States$50.8bn0.115%+0.029 pp+0.038 pp+24.3%Yes
Jacobs Solutions →
J
United States$15.2bn0.034%-0.000 pp+0.007 pp+10.6%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.