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

Information Technology27.2%+9.30 ppHealth Care16.9%+0.36 ppMaterials3.2%-0.04 ppConsumer Discretionary6.8%-0.33 ppCommunication Services4.9%-0.41 ppUtilities3.4%-0.47 ppConsumer Staples8.5%-0.55 ppReal Estate3.2%-0.60 ppIndustrials11.8%-1.61 ppEnergy1.6%-1.86 ppFinancials12.5%-3.80 pp

2 · Industry

Inside Information Technology

Technology Hardware, Storage & Peripherals9.08%+7.18 ppSystems Software7.41%+1.62 ppApplication Software3.82%+0.75 ppCommunications Equipment0.89%-0.36 ppElectronic Equipment & Instruments0.40%+0.12 ppIT Consulting & Other Services1.34%-0.12 ppSemiconductor Materials & Equipment0.36%+0.07 ppSemiconductors3.33%+0.07 ppInternet Services & Infrastructure0.18%-0.01 ppTechnology Distributors0.08%-0.01 ppElectronic Manufacturing Services0.15%-0.01 ppElectronic Components0.14%-0.00 pp

3 · Sub-industry

Inside Electronic Components

Electronic Components0.14%-0.003 pp
Concentrated

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

View all contributions →
Electronic Components · weight
0.14%
Industry change · 12M
-0.00 pp
Electronic Components · contribution
-0.003 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Oct 2020 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Corning Inc. →
GLW
United States$24.4bn0.116%+0.116 pp-0.003 pp+11.4%Yes
Amphenol →
APH
United States$4.2bn0.020%+0.020 pp+0.001 pp+13.7%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.