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 Software0.01%-5.63 ppApplication Software0.00%-3.19 ppSemiconductors0.00%-3.17 ppTechnology Hardware, Storage & Peripherals0.00%-1.76 ppIT Consulting & Other Services0.00%-1.58 ppCommunications Equipment0.00%-1.46 ppElectronic Equipment & Instruments0.00%-0.29 ppSemiconductor Materials & Equipment0.00%-0.27 ppInternet Services & Infrastructure0.00%-0.21 ppElectronic Manufacturing Services0.00%-0.17 ppElectronic Components0.00%-0.15 ppTechnology Distributors0.00%+0.00 pp
3 · Sub-industry
Inside Electronic Manufacturing Services
Electronic Manufacturing Services · weight
0.00%
Industry change · 12M
-0.17 pp
Electronic Manufacturing Services · contribution
-0.165 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 2020 · 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 |
|---|---|---|---|---|---|---|---|
| TE Connectivity → TEL | United States | $29.4bn | 0.000% | -0.137 pp | -0.165 pp | -1.5% | 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.