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 & Peripherals6.34%-0.61 ppSemiconductors2.84%+0.23 ppApplication Software2.46%-0.10 ppSystems Software5.84%+0.10 ppCommunications Equipment0.54%-0.07 ppSemiconductor Materials & Equipment0.39%+0.04 ppElectronic Components0.13%+0.04 ppElectronic Equipment & Instruments0.22%-0.04 ppIT Consulting & Other Services0.83%-0.03 ppInternet Services & Infrastructure0.10%+0.02 ppElectronic Manufacturing Services0.11%+0.01 ppTechnology Distributors0.05%-0.00 pp
3 · Sub-industry
Inside Electronic Components
Electronic Components · weight
0.13%
Industry change · 12M
+0.04 pp
Electronic Components · contribution
+0.039 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $38.7bn | 0.069% | +0.017 pp | +0.041 pp | +46.7% | Yes |
| Corning Inc. → GLW | United States | $34.3bn | 0.061% | -0.021 pp | -0.002 pp | +22.0% | 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.