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

Health Care18.1%+1.27 ppUtilities3.8%+0.64 ppInformation Technology17.5%+0.52 ppReal Estate3.7%+0.46 ppMaterials2.5%+0.41 ppCommunication Services3.6%+0.24 ppConsumer Discretionary7.1%+0.12 ppEnergy4.3%-0.09 ppConsumer Staples8.8%-0.25 ppIndustrials14.2%-1.17 ppFinancials16.5%-2.16 pp

2 · Industry

Inside Information Technology

Systems Software5.08%+0.66 ppApplication Software3.31%+0.38 ppSemiconductors3.18%-0.22 ppIT Consulting & Other Services1.59%-0.20 ppSemiconductor Materials & Equipment0.24%-0.16 ppTechnology Hardware, Storage & Peripherals1.73%-0.13 ppElectronic Equipment & Instruments0.29%+0.12 ppCommunications Equipment1.52%+0.07 ppElectronic Manufacturing Services0.16%-0.06 ppInternet Services & Infrastructure0.19%+0.05 ppElectronic Components0.18%+0.01 ppTechnology Distributors0.00%+0.00 pp

3 · Sub-industry

Inside Electronic Components

Electronic Components0.18%+0.009 pp
Concentrated

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

View all contributions →
Electronic Components · weight
0.18%
Industry change · 12M
+0.01 pp
Electronic Components · contribution
+0.009 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Feb 2019 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Corning Inc. →
GLW
United States$27.4bn0.159%+0.073 pp+0.009 pp+22.6%Yes
Amphenol →
APH
United States$3.5bn0.020%+0.009 pp-0.001 pp+3.8%Yes

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.