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
Semiconductors14.10%+4.00 ppTechnology Hardware, Storage & Peripherals7.49%-1.23 ppSystems Software8.37%+0.47 ppCommunications Equipment1.12%+0.36 ppIT Consulting & Other Services0.93%-0.23 ppSemiconductor Materials & Equipment0.59%+0.09 ppElectronic Components0.26%+0.07 ppApplication Software3.38%+0.06 ppElectronic Equipment & Instruments0.26%-0.04 ppElectronic Manufacturing Services0.17%+0.03 ppTechnology Distributors0.04%-0.03 ppInternet Services & Infrastructure0.12%-0.02 pp
3 · Sub-industry
Inside Electronic Components
Electronic Components · weight
0.26%
Industry change · 12M
+0.07 pp
Electronic Components · contribution
+0.072 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 |
|---|---|---|---|---|---|---|---|
| Amphenol → APH | United States | $66.5bn | 0.138% | +0.015 pp | +0.040 pp | +62.9% | Yes |
| Corning Inc. → GLW | United States | $57.4bn | 0.119% | +0.023 pp | +0.033 pp | +63.6% | 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.