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
Technology Hardware, Storage & Peripherals7.86%+7.86 ppSystems Software6.89%+6.88 ppApplication Software3.57%+3.56 ppSemiconductors3.45%+3.45 ppIT Consulting & Other Services1.29%+1.29 ppCommunications Equipment0.97%+0.97 ppSemiconductor Materials & Equipment0.58%+0.58 ppElectronic Equipment & Instruments0.41%+0.41 ppElectronic Components0.17%+0.17 ppElectronic Manufacturing Services0.16%+0.16 ppInternet Services & Infrastructure0.16%+0.16 ppTechnology Distributors0.08%+0.08 pp
3 · Sub-industry
Inside Electronic Manufacturing Services
Electronic Manufacturing Services · weight
0.16%
Industry change · 12M
+0.16 pp
Electronic Manufacturing Services · contribution
+0.160 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 2021 · 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 | $44.8bn | 0.161% | +0.075 pp | +0.160 pp | +69.8% | 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.