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
Historical observation
20182026
Universe›Information Technology›Electronic Components›Electronic Components

1 · Sector

Weight and 12M allocation change

Consumer Discretionary48.7%+41.63 ppMaterials1.4%-0.72 ppUtilities2.1%-1.03 ppReal Estate2.0%-1.23 ppCommunication Services2.0%-1.42 ppEnergy2.4%-2.32 ppConsumer Staples5.1%-4.27 ppHealth Care10.4%-6.37 ppInformation Technology9.5%-6.56 ppIndustrials7.2%-8.34 ppFinancials9.1%-9.36 pp

2 · Industry

Inside Information Technology

Semiconductors1.76%-1.46 ppSystems Software2.84%-1.43 ppApplication Software1.72%-1.07 ppIT Consulting & Other Services0.85%-0.90 ppTechnology Hardware, Storage & Peripherals0.97%-0.72 ppCommunications Equipment0.80%-0.51 ppSemiconductor Materials & Equipment0.12%-0.23 ppElectronic Manufacturing Services0.09%-0.11 ppElectronic Components0.10%-0.08 ppInternet Services & Infrastructure0.10%-0.03 ppElectronic Equipment & Instruments0.14%-0.02 ppTechnology Distributors0.00%+0.00 pp

3 · Sub-industry

Inside Electronic Components

Electronic Components0.10%-0.078 pp
Concentrated

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

View all contributions →
Electronic Components · weight
0.10%
Industry change · 12M
-0.08 pp
Electronic Components · contribution
-0.078 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Dec 2018 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Corning Inc. →
GLW
United States$24.2bn0.086%-0.005 pp-0.068 pp-0.9%No
Amphenol →
APH
United States$3.1bn0.011%-0.000 pp-0.009 pp-11.8%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.