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 & Peripherals8.76%+8.76 ppSystems Software7.76%+7.75 ppApplication Software4.02%+4.02 ppSemiconductors3.50%+3.50 ppIT Consulting & Other Services1.34%+1.34 ppCommunications Equipment1.02%+1.02 ppSemiconductor Materials & Equipment0.52%+0.52 ppElectronic Equipment & Instruments0.46%+0.46 ppElectronic Manufacturing Services0.16%+0.16 ppElectronic Components0.15%+0.15 ppInternet Services & Infrastructure0.14%+0.14 ppTechnology Distributors0.09%+0.09 pp
3 · Sub-industry
Inside Electronic Components
Electronic Components · weight
0.15%
Industry change · 12M
+0.15 pp
Electronic Components · contribution
+0.152 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 |
|---|---|---|---|---|---|---|---|
| Corning Inc. → GLW | United States | $34.2bn | 0.114% | -0.019 pp | +0.114 pp | +26.2% | No |
| Amphenol → APH | United States | $11.5bn | 0.038% | +0.002 pp | +0.038 pp | +40.9% | 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.