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 & Peripherals9.07%+1.21 ppSystems Software7.47%+0.59 ppApplication Software3.05%-0.52 ppSemiconductors3.74%+0.29 ppSemiconductor Materials & Equipment0.48%-0.11 ppCommunications Equipment0.87%-0.10 ppIT Consulting & Other Services1.35%+0.06 ppInternet Services & Infrastructure0.13%-0.03 ppElectronic Components0.15%-0.02 ppElectronic Equipment & Instruments0.40%-0.02 ppElectronic Manufacturing Services0.15%-0.01 ppTechnology Distributors0.08%-0.00 pp
3 · Sub-industry
Inside Electronic Components
Electronic Components · weight
0.15%
Industry change · 12M
-0.02 pp
Electronic Components · contribution
-0.022 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 2022 · 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 | $30.3bn | 0.109% | -0.010 pp | -0.024 pp | -15.7% | No |
| Amphenol → APH | United States | $10.6bn | 0.038% | -0.001 pp | +0.002 pp | +6.3% | 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.