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 & Peripherals5.83%-1.26 ppSemiconductors3.11%+0.43 ppApplication Software2.30%-0.31 ppIT Consulting & Other Services0.76%-0.15 ppCommunications Equipment0.54%-0.13 ppSystems Software6.16%-0.09 ppSemiconductor Materials & Equipment0.43%+0.07 ppElectronic Equipment & Instruments0.22%-0.05 ppInternet Services & Infrastructure0.06%-0.03 ppElectronic Manufacturing Services0.12%+0.02 ppElectronic Components0.10%+0.01 ppTechnology Distributors0.06%+0.00 pp
3 · Sub-industry
Inside Electronic Components
Electronic Components · weight
0.10%
Industry change · 12M
+0.01 pp
Electronic Components · contribution
+0.007 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 2024 · 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 | $19.9bn | 0.038% | -0.009 pp | +0.010 pp | +77.1% | No |
| Corning Inc. → GLW | United States | $31.9bn | 0.061% | -0.018 pp | -0.004 pp | +25.2% | 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.