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
Systems Software8.50%+1.08 ppTechnology Hardware, Storage & Peripherals8.56%-0.51 ppApplication Software4.22%+0.40 ppSemiconductor Materials & Equipment0.53%+0.17 ppCommunications Equipment0.98%+0.09 ppSemiconductors3.41%+0.08 ppElectronic Equipment & Instruments0.45%+0.05 ppInternet Services & Infrastructure0.14%-0.04 ppIT Consulting & Other Services1.35%+0.02 ppElectronic Manufacturing Services0.16%+0.01 ppElectronic Components0.14%+0.00 ppTechnology Distributors0.09%+0.00 pp
3 · Sub-industry
Inside Electronic Components
Electronic Components · weight
0.14%
Industry change · 12M
+0.00 pp
Electronic Components · contribution
+0.004 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 |
|---|---|---|---|---|---|---|---|
| Amphenol → APH | United States | $11.5bn | 0.038% | +0.001 pp | +0.018 pp | +37.2% | Yes |
| Corning Inc. → GLW | United States | $30.4bn | 0.101% | -0.021 pp | -0.014 pp | +13.9% | No |
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.