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
Semiconductors11.55%+7.86 ppSystems Software7.39%-1.80 ppTechnology Hardware, Storage & Peripherals8.20%-1.31 ppApplication Software3.52%-0.47 ppIT Consulting & Other Services1.15%-0.18 ppSemiconductor Materials & Equipment0.59%+0.10 ppElectronic Components0.19%+0.07 ppCommunications Equipment0.81%-0.06 ppElectronic Equipment & Instruments0.30%-0.06 ppTechnology Distributors0.05%-0.04 ppInternet Services & Infrastructure0.13%+0.01 ppElectronic Manufacturing Services0.13%+0.01 pp
3 · Sub-industry
Inside Electronic Manufacturing Services
Electronic Manufacturing Services · weight
0.13%
Industry change · 12M
+0.01 pp
Electronic Manufacturing Services · contribution
+0.007 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 |
|---|---|---|---|---|---|---|---|
| Jabil → JBL | United States | $15.3bn | 0.034% | +0.004 pp | +0.034 pp | +18.1% | Yes |
| TE Connectivity → TEL | United States | $45.2bn | 0.100% | -0.013 pp | -0.027 pp | +17.3% | 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.