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
Semiconductors13.54%+10.43 ppSystems Software8.64%+2.13 ppApplication Software3.56%+0.95 ppTechnology Hardware, Storage & Peripherals6.94%+0.63 ppCommunications Equipment1.06%+0.51 ppIT Consulting & Other Services1.15%+0.36 ppSemiconductor Materials & Equipment0.64%+0.19 ppElectronic Components0.23%+0.13 ppElectronic Equipment & Instruments0.28%+0.06 ppElectronic Manufacturing Services0.16%+0.05 ppInternet Services & Infrastructure0.14%+0.04 ppTechnology Distributors0.05%-0.01 pp
3 · Sub-industry
Inside Electronic Manufacturing Services
Electronic Manufacturing Services · weight
0.16%
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
Jun 2025 · 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 | $23.4bn | 0.050% | +0.015 pp | +0.026 pp | +100.9% | Yes |
| TE Connectivity → TEL | United States | $50.0bn | 0.108% | +0.008 pp | +0.022 pp | +14.1% | 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.