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 Technology28.6%+15.12 ppHealth Care17.0%+8.92 ppFinancials12.8%+5.42 ppConsumer Staples7.5%+3.67 ppIndustrials10.3%+3.67 ppEnergy3.3%+2.11 ppReal Estate3.4%+1.82 ppUtilities3.4%+1.74 ppMaterials3.3%+1.63 ppCommunication Services3.6%+1.16 ppConsumer Discretionary7.0%-45.25 pp

2 · Industry

Inside Information Technology

Technology Hardware, Storage & Peripherals9.96%+5.74 ppSystems Software7.94%+4.39 ppSemiconductors3.63%+1.70 ppApplication Software3.28%+1.51 ppIT Consulting & Other Services1.36%+0.68 ppCommunications Equipment1.00%+0.48 ppElectronic Equipment & Instruments0.41%+0.20 ppSemiconductor Materials & Equipment0.50%+0.19 ppInternet Services & Infrastructure0.15%+0.07 ppElectronic Components0.14%+0.07 ppElectronic Manufacturing Services0.14%+0.06 ppTechnology Distributors0.08%+0.04 pp

3 · Sub-industry

Inside Electronic Components

Electronic Components0.14%+0.068 pp
Concentrated

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

View all contributions →
Electronic Components · weight
0.14%
Industry change · 12M
+0.07 pp
Electronic Components · contribution
+0.068 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 2022 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Corning Inc. →
GLW
United States$31.2bn0.105%+0.003 pp+0.040 pp-13.1%No
Amphenol →
APH
United States$11.3bn0.038%-0.004 pp+0.028 pp+15.3%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.