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
Semiconductors15.34%+4.26 ppApplication Software2.45%-1.03 ppSemiconductor Materials & Equipment1.19%+0.57 ppSystems Software6.78%-0.52 ppIT Consulting & Other Services0.97%-0.28 ppCommunications Equipment1.09%+0.26 ppTechnology Hardware, Storage & Peripherals7.94%-0.21 ppElectronic Components0.34%+0.14 ppElectronic Equipment & Instruments0.23%-0.08 ppInternet Services & Infrastructure0.10%-0.05 ppElectronic Manufacturing Services0.17%+0.04 ppTechnology Distributors0.03%-0.03 pp
3 · Sub-industry
Inside Electronic Manufacturing Services
Electronic Manufacturing Services · weight
0.17%
Industry change · 12M
+0.04 pp
Electronic Manufacturing Services · contribution
+0.035 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2026 · 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 |
|---|---|---|---|---|---|---|---|
| TE Connectivity → TEL | United States | $65.4bn | 0.125% | -0.018 pp | +0.027 pp | +52.4% | No |
| Jabil → JBL | United States | $25.0bn | 0.048% | +0.002 pp | +0.008 pp | +46.3% | 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.