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
Industrial Machinery & Supplies & Components0.72%-0.30 ppHuman Resource & Employment Services0.16%-0.24 ppAerospace & Defense2.04%-0.20 ppEnvironmental & Facilities Services0.30%-0.18 ppRail Transportation0.42%-0.17 ppIndustrial Conglomerates0.43%-0.16 ppDiversified Support Services0.19%-0.15 ppPassenger Ground Transportation0.21%-0.14 ppBuilding Products0.41%-0.14 ppConstruction & Engineering0.25%+0.13 ppElectrical Components & Equipment0.45%-0.13 ppHeavy Electrical Equipment0.34%+0.12 ppAir Freight & Logistics0.27%-0.10 ppResearch & Consulting Services0.07%-0.09 ppConstruction Machinery & Heavy Transportation Equipment0.74%+0.06 ppAgricultural & Farm Machinery0.23%-0.06 ppPassenger Airlines0.14%-0.06 ppData Processing & Outsourced Services0.03%-0.03 ppCargo Ground Transportation0.09%-0.03 ppTrading Companies & Distributors0.15%+0.00 pp
3 · Sub-industry
Inside Construction & Engineering
Construction & Engineering · weight
0.25%
Industry change · 12M
+0.13 pp
Construction & Engineering · contribution
+0.130 pp
Company participation
25%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 2026 · 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 |
|---|---|---|---|---|---|---|---|
| Comfort Systems USA → FIX | United States | $50.3bn | 0.069% | +0.069 pp | +0.069 pp | +294.8% | Yes |
| Emcor → EME | United States | $32.3bn | 0.044% | -0.010 pp | +0.044 pp | +77.6% | No |
| Quanta Services → PWR | United States | $84.2bn | 0.116% | -0.021 pp | +0.030 pp | +117.1% | No |
| Jacobs Solutions → J | United States | $16.2bn | 0.022% | -0.009 pp | -0.013 pp | +9.7% | 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.