Construction & Engineering
Construction & Engineering is gaining market weight. Gained weight for 3 consecutive months.
Most of this industry's gains came from a few companies.
Where did the weight change come from?
12-month contribution in universe percentage points · contributions add to the industry change
The three largest same-direction contributors explain 100% of gross gains. Opposing contributions can make an individual company’s change larger than the industry’s net change.
How has it moved through history?
Share of matched S&P 500 members
Jan 2018 – Oct 2021 · market weight (%)
Relative performance
Industry return versus ACWI · no future data shown
Is participation broad or concentrated?
Actual constituent counts at this date, not the legacy synthetic breadth proxy
This is size concentration, not contribution to the 12-month change. The attribution above measures the latter.
Evidence can disagree
Independent dimensions · no combined score or bullish/bearish verdict
Other evidence and availability
Valuation data: unavailable; shown as zero placeholder.
Attention data: unavailable; shown as zero placeholder.
Actual fund flows: unavailable. No ETF, mutual-fund or institutional flow feed is connected.
Volume / turnover: unavailable in this dataset.
Follow the contribution to individual companies
Sorted by absolute 12-month weight contribution, not investment merit
| Company | Sub-industry | Country | Universe weight | 12M contribution | 12M price return | Revisions |
|---|---|---|---|---|---|---|
| Quanta Services → PWR | Construction & Engineering | United States | 0.056% | +0.016 pp | +94.8% | 0.0 |
| Jacobs Solutions → J | Construction & Engineering | United States | 0.051% | +0.002 pp | +48.8% | 0.0 |
Underlying monthly industry observations
| Month | Weight | 1M change | 3M change | 6M change | 12M change | Relative return · 12M |
|---|---|---|---|---|---|---|
| Oct 2021 | 0.107% | +0.001 pp | +0.014 pp | +0.006 pp | +0.018 pp | +24.2% |
| Sep 2021 | 0.106% | +0.010 pp | +0.010 pp | +0.055 pp | +0.106 pp | +37.5% |
| Aug 2021 | 0.096% | +0.003 pp | -0.006 pp | +0.048 pp | +0.096 pp | +33.3% |
| Jul 2021 | 0.093% | -0.002 pp | -0.007 pp | +0.044 pp | +0.093 pp | +38.9% |
| Jun 2021 | 0.095% | -0.007 pp | +0.044 pp | +0.008 pp | +0.095 pp | +33.3% |
| May 2021 | 0.102% | +0.002 pp | +0.054 pp | +0.013 pp | +0.102 pp | +42.9% |
| Apr 2021 | 0.101% | +0.050 pp | +0.051 pp | +0.011 pp | +0.021 pp | +36.6% |
| Mar 2021 | 0.051% | +0.003 pp | -0.037 pp | +0.051 pp | +0.051 pp | +31.5% |
| Feb 2021 | 0.048% | -0.001 pp | -0.041 pp | +0.048 pp | +0.048 pp | +22.0% |
| Jan 2021 | 0.049% | -0.038 pp | -0.040 pp | +0.049 pp | -0.029 pp | +14.6% |
| Dec 2020 | 0.088% | -0.002 pp | +0.088 pp | +0.088 pp | +0.010 pp | +22.6% |
| Nov 2020 | 0.089% | +0.000 pp | +0.089 pp | +0.089 pp | +0.008 pp | +17.7% |
| Oct 2020 | 0.089% | +0.089 pp | +0.089 pp | +0.009 pp | +0.003 pp | +13.5% |
| Sep 2020 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | -0.084 pp | +4.4% |
| Aug 2020 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | -0.081 pp | +1.9% |
| Jul 2020 | 0.000% | -0.000 pp | -0.080 pp | -0.078 pp | -0.078 pp | -1.9% |
| Jun 2020 | 0.000% | -0.000 pp | +0.000 pp | -0.077 pp | -0.081 pp | -0.1% |
| May 2020 | 0.000% | -0.080 pp | +0.000 pp | -0.081 pp | -0.079 pp | +4.5% |
| Apr 2020 | 0.080% | +0.080 pp | +0.002 pp | -0.007 pp | -0.003 pp | +6.2% |
| Mar 2020 | 0.000% | +0.000 pp | -0.077 pp | -0.084 pp | -0.081 pp | +10.0% |
| Feb 2020 | 0.000% | -0.078 pp | -0.081 pp | -0.081 pp | -0.079 pp | +14.1% |
| Jan 2020 | 0.078% | +0.001 pp | -0.008 pp | -0.000 pp | +0.036 pp | +13.3% |
| Dec 2019 | 0.077% | -0.004 pp | -0.006 pp | -0.004 pp | +0.037 pp | +16.6% |
| Nov 2019 | 0.081% | -0.005 pp | +0.001 pp | +0.003 pp | +0.039 pp | +16.8% |
| Oct 2019 | 0.086% | +0.003 pp | +0.008 pp | +0.004 pp | +0.041 pp | +14.4% |
| Sep 2019 | 0.084% | +0.003 pp | +0.002 pp | +0.002 pp | +0.040 pp | +16.1% |
| Aug 2019 | 0.081% | +0.002 pp | +0.002 pp | +0.002 pp | +0.037 pp | +13.9% |
| Jul 2019 | 0.079% | -0.003 pp | -0.004 pp | +0.036 pp | +0.003 pp | +14.9% |
| Jun 2019 | 0.081% | +0.002 pp | -0.000 pp | +0.041 pp | +0.007 pp | +19.3% |
| May 2019 | 0.079% | -0.004 pp | -0.000 pp | +0.036 pp | +0.001 pp | +10.0% |
| Apr 2019 | 0.083% | +0.002 pp | +0.041 pp | +0.038 pp | +0.012 pp | +24.1% |
| Mar 2019 | 0.081% | +0.002 pp | +0.041 pp | +0.037 pp | +0.008 pp | +17.4% |
| Feb 2019 | 0.079% | +0.037 pp | +0.037 pp | +0.036 pp | +0.006 pp | +14.8% |
| Jan 2019 | 0.042% | +0.002 pp | -0.003 pp | -0.033 pp | -0.029 pp | +0.4% |
| Dec 2018 | 0.040% | -0.002 pp | -0.004 pp | -0.034 pp | -0.031 pp | -4.3% |
| Nov 2018 | 0.043% | -0.003 pp | -0.001 pp | -0.035 pp | -0.029 pp | +1.2% |
| Oct 2018 | 0.045% | +0.001 pp | -0.030 pp | -0.026 pp | -0.026 pp | +7.1% |
| Sep 2018 | 0.044% | +0.000 pp | -0.031 pp | -0.029 pp | -0.027 pp | +2.7% |
| Aug 2018 | 0.044% | -0.031 pp | -0.034 pp | -0.029 pp | -0.028 pp | +1.2% |
| Jul 2018 | 0.075% | +0.001 pp | +0.004 pp | +0.004 pp | +0.004 pp | -3.3% |
| Jun 2018 | 0.075% | -0.003 pp | +0.001 pp | +0.003 pp | +0.003 pp | -4.8% |
| May 2018 | 0.078% | +0.007 pp | +0.005 pp | +0.006 pp | +0.006 pp | -1.3% |
| Apr 2018 | 0.071% | -0.002 pp | -0.001 pp | -0.001 pp | -0.001 pp | -11.0% |
| Mar 2018 | 0.073% | +0.000 pp | +0.002 pp | +0.002 pp | +0.002 pp | -7.5% |
| Feb 2018 | 0.073% | +0.001 pp | +0.001 pp | +0.001 pp | +0.001 pp | -7.1% |
| Jan 2018 | 0.071% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | +0.0% |
How are these descriptive states defined?
Gaining / losing: 12-month weight change above +0.005pp / below −0.005pp. Direction and speed are separate dimensions, not mutually exclusive recommendations.
Accelerating / slowing: compare the most recent 3M change with the preceding 3M change. Accelerating means a positive change speeds up by >0.02pp. Slowing means the magnitude of movement declines by >0.02pp. A falling industry can also slow.
Reversing: the last two 3M changes have opposite signs, outside a ±0.005pp tolerance. Persistence counts consecutive same-direction monthly changes.
Broad / concentrated: company attribution, not a market-cap concentration shortcut. Concentrated means the three largest same-direction contributors account for ≥70% of gross same-direction changes; otherwise broad requires ≥60% of constituents moving with the industry. Other cases are mixed.
Weights use matched S&P 500 members’ market-cap estimates, based on SEC-reported shares available by each month-end and monthly closing prices. Companies without a matched price or share record are omitted, so the denominator is the matched sample rather than every index member. These are not official float-adjusted S&P weights. Flow is not measured.