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
Latest available · not live
20182026
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Industrials
Aerospace & Defense2.18%-0.41 ppElectrical Components & Equipment0.89%+0.29 ppIndustrial Conglomerates0.28%-0.23 ppConstruction Machinery & Heavy Transportation Equipment0.92%+0.19 ppPassenger Ground Transportation0.24%-0.17 ppConstruction & Engineering0.34%+0.12 ppIndustrial Machinery & Supplies & Components0.79%-0.12 ppEnvironmental & Facilities Services0.31%-0.12 ppDiversified Support Services0.20%-0.10 ppHuman Resource & Employment Services0.23%-0.10 ppHeavy Electrical Equipment0.45%+0.09 ppBuilding Products0.47%-0.07 ppResearch & Consulting Services0.06%-0.07 ppAgricultural & Farm Machinery0.30%+0.06 ppCargo Ground Transportation0.12%+0.04 ppTrading Companies & Distributors0.27%+0.04 ppData Processing & Outsourced Services0.03%-0.02 ppAir Freight & Logistics0.29%+0.02 ppPassenger Airlines0.19%+0.02 ppRail Transportation0.53%-0.02 pp
3 · Sub-industry
Inside Construction & Engineering
Construction & Engineering · weight
0.34%
Industry change · 12M
+0.12 pp
Construction & Engineering · contribution
+0.125 pp
Company participation
25%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $58.2bn | 0.098% | -0.023 pp | +0.098 pp | +100.9% | No |
| Quanta Services → PWR | United States | $96.6bn | 0.162% | -0.025 pp | +0.039 pp | +55.2% | No |
| Jacobs Solutions → J | United States | $15.8bn | 0.027% | +0.001 pp | -0.009 pp | -8.8% | Yes |
| Emcor → EME | United States | $33.3bn | 0.056% | -0.008 pp | -0.002 pp | +16.4% | 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.