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 Manufacturing Services›Electronic Manufacturing Services

1 · Sector

Weight and 12M allocation change

Information Technology27.2%+8.81 pp Consumer Discretionary7.5%+0.48 pp Materials3.1%-0.14 pp Communication Services5.1%-0.22 pp Real Estate2.9%-0.60 pp Utilities2.9%-0.78 pp Health Care16.1%-0.85 pp Consumer Staples7.8%-0.86 pp Industrials12.1%-1.12 pp Energy1.9%-1.68 pp Financials13.4%-3.05 pp

2 · Industry

Inside Information Technology

Technology Hardware, Storage & Peripherals9.50%+7.43 pp Systems Software6.96%+0.91 pp Application Software3.63%+0.57 pp Communications Equipment0.93%-0.25 pp Semiconductor Materials & Equipment0.44%+0.13 pp IT Consulting & Other Services1.34%-0.11 pp Electronic Equipment & Instruments0.42%+0.08 pp Semiconductors3.42%+0.06 pp Technology Distributors0.08%-0.02 pp Internet Services & Infrastructure0.17%-0.01 pp Electronic Manufacturing Services0.16%+0.00 pp Electronic Components0.13%+0.00 pp

3 · Sub-industry

Inside Electronic Manufacturing Services

Electronic Manufacturing Services0.16%+0.005 pp

Concentrated

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

View all contributions →

Electronic Manufacturing Services · weight

0.16%

Industry change · 12M

+0.00 pp

Electronic Manufacturing Services · contribution

+0.005 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Dec 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	$40.0bn	0.162%	+0.162 pp	+0.005 pp	+28.9%	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.