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 Manufacturing Services›Electronic Manufacturing Services

1 · Sector

Weight and 12M allocation change

Information Technology39.6%+4.74 ppConsumer Discretionary12.3%+1.05 ppUtilities2.7%-0.15 ppFinancials11.2%-0.18 ppIndustrials9.5%-0.27 ppEnergy2.2%-0.34 ppCommunication Services2.1%-0.37 ppReal Estate2.1%-0.48 ppMaterials2.0%-0.52 ppConsumer Staples5.9%-1.08 ppHealth Care10.5%-2.40 pp

2 · Industry

Inside Information Technology

Semiconductors15.99%+3.85 ppSystems Software8.13%+0.62 ppCommunications Equipment1.12%+0.32 ppSemiconductor Materials & Equipment0.84%+0.20 ppIT Consulting & Other Services0.98%-0.16 ppElectronic Components0.32%+0.13 ppTechnology Hardware, Storage & Peripherals8.25%-0.11 ppElectronic Equipment & Instruments0.23%-0.06 ppElectronic Manufacturing Services0.19%+0.05 ppApplication Software3.37%-0.05 ppInternet Services & Infrastructure0.10%-0.03 ppTechnology Distributors0.04%-0.02 pp

3 · Sub-industry

Inside Electronic Manufacturing Services

Electronic Manufacturing Services0.19%+0.051 pp
Concentrated

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

View all contributions →
Electronic Manufacturing Services · weight
0.19%
Industry change · 12M
+0.05 pp
Electronic Manufacturing Services · contribution
+0.051 pp
Company participation
50%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Oct 2025 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
TE Connectivity →
TEL
United States$73.0bn0.143%+0.015 pp+0.038 pp+70.3%Yes
Jabil →
JBL
United States$23.6bn0.046%-0.004 pp+0.014 pp+79.8%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.