Construction & Engineering
Construction & Engineering is gaining market weight. Lost weight for 1 consecutive month.
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
Aug 2021 – Jul 2026 · 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 |
|---|---|---|---|---|---|---|
| Comfort Systems USA → FIX | Construction & Engineering | United States | 0.106% | +0.106 pp | +146.5% | 0.0 |
| Emcor → EME | Construction & Engineering | United States | 0.061% | +0.061 pp | +27.3% | 0.0 |
| Quanta Services → PWR | Construction & Engineering | United States | 0.175% | +0.048 pp | +64.5% | 0.0 |
| Jacobs Solutions → J | Construction & Engineering | United States | 0.028% | -0.008 pp | -3.9% | 0.0 |
Underlying monthly industry observations
| Month | Weight | 1M change | 3M change | 6M change | 12M change | Relative return · 12M |
|---|---|---|---|---|---|---|
| Jul 2026 | 0.371% | -0.028 pp | +0.060 pp | +0.066 pp | +0.207 pp | +25.7% |
| Jun 2026 | 0.399% | +0.014 pp | +0.139 pp | +0.127 pp | +0.244 pp | +44.1% |
| May 2026 | 0.385% | +0.074 pp | +0.134 pp | +0.163 pp | +0.235 pp | +44.4% |
| Apr 2026 | 0.310% | +0.051 pp | +0.006 pp | +0.083 pp | +0.170 pp | +67.1% |
| Mar 2026 | 0.260% | +0.009 pp | -0.012 pp | +0.042 pp | +0.136 pp | +58.7% |
| Feb 2026 | 0.251% | -0.054 pp | +0.029 pp | +0.098 pp | +0.130 pp | +53.6% |
| Jan 2026 | 0.305% | +0.033 pp | +0.078 pp | +0.141 pp | +0.166 pp | +17.3% |
| Dec 2025 | 0.272% | +0.051 pp | +0.055 pp | +0.117 pp | +0.129 pp | +1.2% |
| Nov 2025 | 0.222% | -0.005 pp | +0.069 pp | +0.072 pp | +0.071 pp | +3.2% |
| Oct 2025 | 0.227% | +0.009 pp | +0.063 pp | +0.087 pp | +0.082 pp | +12.3% |
| Sep 2025 | 0.218% | +0.065 pp | +0.063 pp | +0.093 pp | +0.078 pp | +13.4% |
| Aug 2025 | 0.153% | -0.011 pp | +0.004 pp | +0.032 pp | +0.018 pp | +14.1% |
| Jul 2025 | 0.164% | +0.009 pp | +0.023 pp | +0.024 pp | +0.067 pp | +24.1% |
| Jun 2025 | 0.155% | +0.005 pp | +0.031 pp | +0.012 pp | +0.058 pp | +20.2% |
| May 2025 | 0.149% | +0.009 pp | +0.029 pp | -0.001 pp | +0.045 pp | +6.8% |
| Apr 2025 | 0.140% | +0.016 pp | +0.001 pp | -0.005 pp | -0.012 pp | -1.1% |
| Mar 2025 | 0.124% | +0.003 pp | -0.019 pp | -0.015 pp | -0.025 pp | -9.7% |
| Feb 2025 | 0.121% | -0.018 pp | -0.030 pp | -0.015 pp | -0.024 pp | -7.2% |
| Jan 2025 | 0.139% | -0.004 pp | -0.006 pp | +0.042 pp | +0.014 pp | +22.2% |
| Dec 2024 | 0.143% | -0.007 pp | +0.003 pp | +0.046 pp | +0.009 pp | +19.1% |
| Nov 2024 | 0.150% | +0.005 pp | +0.015 pp | +0.046 pp | +0.024 pp | +32.3% |
| Oct 2024 | 0.145% | +0.006 pp | +0.048 pp | -0.007 pp | +0.016 pp | +21.8% |
| Sep 2024 | 0.140% | +0.004 pp | +0.043 pp | -0.010 pp | +0.002 pp | +9.7% |
| Aug 2024 | 0.135% | +0.039 pp | +0.031 pp | -0.009 pp | -0.006 pp | +1.7% |
| Jul 2024 | 0.097% | -0.000 pp | -0.056 pp | -0.029 pp | +0.004 pp | +9.0% |
| Jun 2024 | 0.097% | -0.008 pp | -0.052 pp | -0.037 pp | +0.002 pp | +5.8% |
| May 2024 | 0.105% | -0.048 pp | -0.040 pp | -0.022 pp | +0.013 pp | +19.1% |
| Apr 2024 | 0.152% | +0.003 pp | +0.027 pp | +0.023 pp | +0.029 pp | +22.8% |
| Mar 2024 | 0.149% | +0.005 pp | +0.015 pp | +0.011 pp | +0.025 pp | +20.1% |
| Feb 2024 | 0.145% | +0.019 pp | +0.018 pp | +0.003 pp | +0.019 pp | +14.2% |
| Jan 2024 | 0.126% | -0.008 pp | -0.004 pp | +0.033 pp | +0.007 pp | +6.2% |
| Dec 2023 | 0.134% | +0.007 pp | -0.004 pp | +0.039 pp | +0.015 pp | +10.8% |
| Nov 2023 | 0.127% | -0.003 pp | -0.015 pp | +0.035 pp | +0.009 pp | +4.7% |
| Oct 2023 | 0.130% | -0.008 pp | +0.037 pp | +0.006 pp | +0.014 pp | +6.0% |
| Sep 2023 | 0.138% | -0.004 pp | +0.043 pp | +0.014 pp | +0.022 pp | +15.2% |
| Aug 2023 | 0.142% | +0.049 pp | +0.050 pp | +0.016 pp | +0.022 pp | +16.5% |
| Jul 2023 | 0.092% | -0.002 pp | -0.031 pp | -0.026 pp | -0.026 pp | +9.3% |
| Jun 2023 | 0.095% | +0.003 pp | -0.029 pp | -0.024 pp | -0.028 pp | +12.0% |
| May 2023 | 0.092% | -0.031 pp | -0.034 pp | -0.025 pp | -0.023 pp | +15.5% |
| Apr 2023 | 0.123% | -0.001 pp | +0.005 pp | +0.008 pp | +0.010 pp | +14.3% |
| Mar 2023 | 0.124% | -0.002 pp | +0.005 pp | +0.007 pp | +0.011 pp | +17.5% |
| Feb 2023 | 0.126% | +0.007 pp | +0.008 pp | +0.006 pp | +0.026 pp | +37.0% |
| Jan 2023 | 0.119% | -0.000 pp | +0.003 pp | -0.000 pp | +0.023 pp | +33.7% |
| Dec 2022 | 0.119% | +0.001 pp | +0.002 pp | -0.004 pp | +0.019 pp | +30.8% |
| Nov 2022 | 0.118% | +0.002 pp | -0.002 pp | +0.002 pp | +0.011 pp | +25.5% |
| Oct 2022 | 0.115% | -0.001 pp | -0.003 pp | +0.002 pp | +0.008 pp | +26.6% |
| Sep 2022 | 0.117% | -0.003 pp | -0.006 pp | +0.004 pp | +0.011 pp | +24.1% |
| Aug 2022 | 0.119% | +0.001 pp | +0.004 pp | +0.020 pp | +0.023 pp | +38.2% |
| Jul 2022 | 0.119% | -0.004 pp | +0.005 pp | +0.023 pp | +0.025 pp | +40.6% |
| Jun 2022 | 0.123% | +0.007 pp | +0.010 pp | +0.023 pp | +0.027 pp | +37.4% |
| May 2022 | 0.115% | +0.002 pp | +0.016 pp | +0.009 pp | +0.013 pp | +19.5% |
| Apr 2022 | 0.113% | +0.001 pp | +0.017 pp | +0.006 pp | +0.013 pp | +19.1% |
| Mar 2022 | 0.113% | +0.013 pp | +0.013 pp | +0.007 pp | +0.062 pp | +19.5% |
| Feb 2022 | 0.100% | +0.004 pp | -0.007 pp | +0.003 pp | +0.052 pp | +10.2% |
| Jan 2022 | 0.096% | -0.004 pp | -0.011 pp | +0.003 pp | +0.047 pp | +21.1% |
| Dec 2021 | 0.100% | -0.006 pp | -0.006 pp | +0.005 pp | +0.012 pp | +20.4% |
| Nov 2021 | 0.106% | -0.001 pp | +0.010 pp | +0.004 pp | +0.017 pp | +24.1% |
| 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% |
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.