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 Technology26.2%+5.17 ppConsumer Discretionary7.6%+1.03 ppIndustrials12.5%+0.98 ppFinancials14.5%+0.40 ppMaterials3.4%+0.25 ppEnergy2.2%-0.33 ppUtilities3.2%-0.52 ppReal Estate3.1%-0.54 ppCommunication Services4.6%-0.59 ppConsumer Staples7.1%-2.07 ppHealth Care15.5%-3.78 pp

2 · Industry

Inside Information Technology

Technology Hardware, Storage & Peripherals8.38%+6.20 ppSystems Software7.03%-0.75 ppSemiconductor Materials & Equipment0.57%+0.28 ppCommunications Equipment0.94%-0.25 ppIT Consulting & Other Services1.33%-0.17 ppSemiconductors3.46%-0.16 ppInternet Services & Infrastructure0.15%-0.07 ppElectronic Components0.17%+0.06 ppElectronic Equipment & Instruments0.42%+0.05 ppApplication Software3.54%-0.04 ppElectronic Manufacturing Services0.16%+0.02 ppTechnology Distributors0.09%+0.00 pp

3 · Sub-industry

Inside Electronic Components

Electronic Components0.17%+0.061 pp
Concentrated

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

View all contributions →
Electronic Components · weight
0.17%
Industry change · 12M
+0.06 pp
Electronic Components · contribution
+0.061 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Apr 2021 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Corning Inc. →
GLW
United States$37.6bn0.136%+0.071 pp+0.042 pp+106.7%Yes
Amphenol →
APH
United States$10.1bn0.036%+0.025 pp+0.018 pp+54.1%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.