Heavy Electrical Equipment
Heavy Electrical Equipment 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
Oct 2019 – Sep 2024 · 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 |
|---|---|---|---|---|---|---|
| GE Vernova → GEV | Heavy Electrical Equipment | United States | 0.163% | +0.163 pp | +0.0% | 0.0 |
| Generac → GNRC | Heavy Electrical Equipment | United States | 0.022% | -0.000 pp | +45.8% | 0.0 |
Underlying monthly industry observations
| Month | Weight | 1M change | 3M change | 6M change | 12M change | Relative return · 12M |
|---|---|---|---|---|---|---|
| Sep 2024 | 0.185% | +0.029 pp | +0.082 pp | +0.164 pp | +0.163 pp | +49.6% |
| Aug 2024 | 0.156% | +0.052 pp | +0.047 pp | +0.137 pp | +0.133 pp | +18.9% |
| Jul 2024 | 0.105% | +0.002 pp | -0.041 pp | +0.084 pp | +0.084 pp | -12.4% |
| Jun 2024 | 0.103% | -0.006 pp | +0.082 pp | +0.079 pp | +0.082 pp | -16.5% |
| May 2024 | 0.109% | -0.037 pp | +0.090 pp | +0.087 pp | +0.092 pp | +14.5% |
| Apr 2024 | 0.146% | +0.125 pp | +0.125 pp | +0.128 pp | +0.124 pp | +13.7% |
| Mar 2024 | 0.021% | +0.002 pp | -0.003 pp | -0.002 pp | -0.002 pp | -5.2% |
| Feb 2024 | 0.019% | -0.001 pp | -0.003 pp | -0.004 pp | -0.007 pp | -24.0% |
| Jan 2024 | 0.021% | -0.003 pp | +0.003 pp | -0.000 pp | -0.005 pp | -17.4% |
| Dec 2023 | 0.024% | +0.001 pp | +0.001 pp | +0.002 pp | +0.001 pp | +5.0% |
| Nov 2023 | 0.022% | +0.005 pp | -0.001 pp | +0.006 pp | -0.000 pp | -0.3% |
| Oct 2023 | 0.018% | -0.005 pp | -0.003 pp | -0.004 pp | -0.008 pp | -34.5% |
| Sep 2023 | 0.023% | -0.001 pp | +0.001 pp | -0.000 pp | -0.022 pp | -49.4% |
| Aug 2023 | 0.024% | +0.003 pp | +0.007 pp | -0.003 pp | -0.027 pp | -52.9% |
| Jul 2023 | 0.021% | -0.001 pp | -0.001 pp | -0.005 pp | -0.038 pp | -49.1% |
| Jun 2023 | 0.021% | +0.005 pp | -0.001 pp | -0.002 pp | -0.031 pp | -39.2% |
| May 2023 | 0.017% | -0.005 pp | -0.009 pp | -0.006 pp | -0.040 pp | -56.4% |
| Apr 2023 | 0.021% | -0.001 pp | -0.005 pp | -0.005 pp | -0.029 pp | -54.6% |
| Mar 2023 | 0.023% | -0.003 pp | -0.000 pp | -0.022 pp | -0.041 pp | -60.9% |
| Feb 2023 | 0.026% | -0.000 pp | +0.003 pp | -0.024 pp | -0.044 pp | -58.5% |
| Jan 2023 | 0.026% | +0.003 pp | -0.000 pp | -0.033 pp | -0.034 pp | -53.5% |
| Dec 2022 | 0.023% | +0.000 pp | -0.022 pp | -0.029 pp | -0.048 pp | -65.0% |
| Nov 2022 | 0.023% | -0.004 pp | -0.028 pp | -0.034 pp | -0.067 pp | -71.8% |
| Oct 2022 | 0.026% | -0.018 pp | -0.033 pp | -0.024 pp | -0.079 pp | -71.0% |
| Sep 2022 | 0.045% | -0.006 pp | -0.008 pp | -0.019 pp | -0.046 pp | -45.1% |
| Aug 2022 | 0.050% | -0.009 pp | -0.006 pp | -0.019 pp | -0.042 pp | -39.9% |
| Jul 2022 | 0.059% | +0.007 pp | +0.008 pp | -0.001 pp | -0.032 pp | -28.7% |
| Jun 2022 | 0.052% | -0.005 pp | -0.012 pp | -0.019 pp | -0.040 pp | -40.0% |
| May 2022 | 0.057% | +0.006 pp | -0.013 pp | -0.033 pp | -0.017 pp | -19.3% |
| Apr 2022 | 0.051% | -0.013 pp | -0.009 pp | -0.055 pp | -0.023 pp | -28.0% |
| Mar 2022 | 0.064% | -0.006 pp | -0.007 pp | -0.027 pp | +0.024 pp | -14.9% |
| Feb 2022 | 0.070% | +0.010 pp | -0.020 pp | -0.022 pp | +0.070 pp | -10.5% |
| Jan 2022 | 0.060% | -0.011 pp | -0.045 pp | -0.031 pp | +0.060 pp | -24.1% |
| Dec 2021 | 0.071% | -0.019 pp | -0.019 pp | -0.021 pp | +0.071 pp | -9.4% |
| Nov 2021 | 0.090% | -0.015 pp | -0.002 pp | +0.016 pp | +0.090 pp | +7.6% |
| Oct 2021 | 0.105% | +0.015 pp | +0.015 pp | +0.031 pp | +0.105 pp | +11.3% |
| Sep 2021 | 0.091% | -0.002 pp | -0.002 pp | +0.050 pp | +0.091 pp | -1.7% |
| Aug 2021 | 0.092% | +0.002 pp | +0.018 pp | +0.092 pp | +0.092 pp | +3.8% |
| Jul 2021 | 0.091% | -0.002 pp | +0.017 pp | +0.091 pp | +0.091 pp | -4.0% |
| Jun 2021 | 0.092% | +0.018 pp | +0.052 pp | +0.092 pp | +0.092 pp | -9.0% |
| May 2021 | 0.074% | +0.000 pp | +0.074 pp | +0.074 pp | +0.074 pp | -29.1% |
| Apr 2021 | 0.074% | +0.034 pp | +0.074 pp | +0.074 pp | +0.074 pp | -32.6% |
| Mar 2021 | 0.040% | +0.040 pp | +0.040 pp | +0.040 pp | +0.040 pp | -35.3% |
| Feb 2021 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | -23.1% |
| Jan 2021 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | -15.0% |
| Dec 2020 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | -14.0% |
| Nov 2020 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | -13.0% |
| Oct 2020 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | -5.0% |
| Sep 2020 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | -9.6% |
| Aug 2020 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | -14.2% |
| Jul 2020 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | -7.0% |
| Jun 2020 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | -2.0% |
| May 2020 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | -5.3% |
| Apr 2020 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | +6.0% |
| Mar 2020 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | +12.5% |
| Feb 2020 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | -4.1% |
| Jan 2020 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | -13.4% |
| Dec 2019 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | -21.0% |
| Nov 2019 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | -11.9% |
| Oct 2019 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | -11.3% |
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.