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

Universe›Industrials›Heavy Electrical Equipment›Heavy Electrical Equipment

1 · Sector

Weight and 12M allocation change

Information Technology43.1%+4.93 pp Energy3.8%+1.55 pp Health Care10.6%+0.26 pp Materials1.9%-0.22 pp Communication Services2.1%-0.27 pp Real Estate1.8%-0.35 pp Industrials9.1%-0.58 pp Utilities2.1%-0.61 pp Consumer Staples5.4%-0.78 pp Consumer Discretionary10.3%-1.78 pp Financials9.7%-2.16 pp

2 · Industry

Inside Industrials

Aerospace & Defense2.18%-0.41 pp Electrical Components & Equipment0.89%+0.29 pp Industrial Conglomerates0.28%-0.23 pp Construction Machinery & Heavy Transportation Equipment0.92%+0.19 pp Passenger Ground Transportation0.24%-0.17 pp Construction & Engineering0.34%+0.12 pp Industrial Machinery & Supplies & Components0.79%-0.12 pp Environmental & Facilities Services0.31%-0.12 pp Diversified Support Services0.20%-0.10 pp Human Resource & Employment Services0.23%-0.10 pp Heavy Electrical Equipment0.45%+0.09 pp Building Products0.47%-0.07 pp Research & Consulting Services0.06%-0.07 pp Agricultural & Farm Machinery0.30%+0.06 pp Cargo Ground Transportation0.12%+0.04 pp Trading Companies & Distributors0.27%+0.04 pp Data Processing & Outsourced Services0.03%-0.02 pp Air Freight & Logistics0.29%+0.02 pp Passenger Airlines0.19%+0.02 pp Rail Transportation0.53%-0.02 pp

3 · Sub-industry

Inside Heavy Electrical Equipment

Heavy Electrical Equipment0.45%+0.091 pp

Concentrated

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

View all contributions →

Heavy Electrical Equipment · weight

0.45%

Industry change · 12M

+0.09 pp

Heavy Electrical Equipment · contribution

+0.091 pp

Company participation

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
GE Vernova → GEV	United States	$253.1bn	0.425%	-0.123 pp	+0.090 pp	+54.9%	No
Generac → GNRC	United States	$12.2bn	0.021%	-0.009 pp	+0.001 pp	+23.6%	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.