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

Universe›Information Technology›Electronic Components›Electronic Components

1 · Sector

Weight and 12M allocation change

Information Technology39.6%+4.74 pp Consumer Discretionary12.3%+1.05 pp Utilities2.7%-0.15 pp Financials11.2%-0.18 pp Industrials9.5%-0.27 pp Energy2.2%-0.34 pp Communication Services2.1%-0.37 pp Real Estate2.1%-0.48 pp Materials2.0%-0.52 pp Consumer Staples5.9%-1.08 pp Health Care10.5%-2.40 pp

2 · Industry

Inside Information Technology

Semiconductors15.99%+3.85 pp Systems Software8.13%+0.62 pp Communications Equipment1.12%+0.32 pp Semiconductor Materials & Equipment0.84%+0.20 pp IT Consulting & Other Services0.98%-0.16 pp Electronic Components0.32%+0.13 pp Technology Hardware, Storage & Peripherals8.25%-0.11 pp Electronic Equipment & Instruments0.23%-0.06 pp Electronic Manufacturing Services0.19%+0.05 pp Application Software3.37%-0.05 pp Internet Services & Infrastructure0.10%-0.03 pp Technology Distributors0.04%-0.02 pp

3 · Sub-industry

Inside Electronic Components

Electronic Components0.32%+0.126 pp

Concentrated

Most of this industry's gains came from a few companies.

View all contributions →

Electronic Components · weight

0.32%

Industry change · 12M

+0.13 pp

Electronic Components · contribution

+0.126 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Oct 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	$85.3bn	0.167%	+0.030 pp	+0.072 pp	+109.6%	Yes
Corning Inc. → GLW	United States	$76.4bn	0.150%	+0.035 pp	+0.054 pp	+91.2%	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.