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
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Information Technology
Systems Software5.97%+3.08 ppSemiconductors3.23%+1.49 ppApplication Software3.15%+1.39 ppTechnology Hardware, Storage & Peripherals1.96%+0.93 ppIT Consulting & Other Services1.47%+0.58 ppCommunications Equipment1.16%+0.34 ppSemiconductor Materials & Equipment0.30%+0.17 ppElectronic Equipment & Instruments0.29%+0.15 ppTechnology Distributors0.10%+0.10 ppInternet Services & Infrastructure0.18%+0.08 ppElectronic Manufacturing Services0.16%+0.07 ppElectronic Components0.13%+0.04 pp
3 · Sub-industry
Inside Electronic Components
Electronic Components · weight
0.13%
Industry change · 12M
+0.04 pp
Electronic Components · contribution
+0.035 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 2019 · sorted by absolute contribution to 12-month change
| Company | Country | Market cap | Universe weight | 3M contribution | 12M contribution | 12M price return | Above 6M weight average |
|---|---|---|---|---|---|---|---|
| Corning Inc. → GLW | United States | $22.3bn | 0.113% | -0.006 pp | +0.027 pp | -7.4% | No |
| Amphenol → APH | United States | $3.9bn | 0.019% | +0.002 pp | +0.008 pp | +19.5% | 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.