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 Manufacturing Services›Electronic Manufacturing Services

1 · Sector

Weight and 12M allocation change

Information Technology29.3%+5.56 pp Consumer Discretionary12.4%+2.29 pp Industrials10.4%-0.00 pp Real Estate2.9%-0.24 pp Materials2.8%-0.35 pp Communication Services2.8%-0.37 pp Energy3.2%-0.82 pp Utilities2.8%-0.82 pp Financials11.5%-0.88 pp Consumer Staples6.6%-1.31 pp Health Care15.2%-3.03 pp

2 · Industry

Inside Information Technology

Systems Software8.74%+2.04 pp Technology Hardware, Storage & Peripherals9.23%+1.49 pp Semiconductors4.01%+0.98 pp Application Software3.81%+0.95 pp Semiconductor Materials & Equipment0.51%+0.12 pp Communications Equipment0.85%-0.07 pp IT Consulting & Other Services1.33%+0.05 pp Electronic Manufacturing Services0.18%+0.05 pp Electronic Equipment & Instruments0.36%-0.03 pp Electronic Components0.12%-0.02 pp Internet Services & Infrastructure0.12%-0.01 pp Technology Distributors0.09%+0.00 pp

3 · Sub-industry

Inside Electronic Manufacturing Services

Electronic Manufacturing Services0.18%+0.047 pp

Concentrated

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

View all contributions →

Electronic Manufacturing Services · weight

0.18%

Industry change · 12M

+0.05 pp

Electronic Manufacturing Services · contribution

+0.047 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Dec 2023 · 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
Jabil → JBL	United States	$16.3bn	0.049%	+0.049 pp	+0.049 pp	+87.4%	Yes
TE Connectivity → TEL	United States	$43.7bn	0.130%	+0.001 pp	-0.001 pp	+24.6%	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.