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
Semiconductors18.69%+6.47 ppTechnology Hardware, Storage & Peripherals9.29%+2.19 ppSystems Software6.70%-1.66 ppApplication Software2.34%-1.01 ppSemiconductor Materials & Equipment1.51%+0.94 ppCommunications Equipment1.58%+0.57 ppIT Consulting & Other Services0.76%-0.41 ppElectronic Components0.55%+0.33 ppElectronic Equipment & Instruments0.23%-0.06 ppInternet Services & Infrastructure0.10%-0.04 ppElectronic Manufacturing Services0.17%+0.03 ppTechnology Distributors0.03%-0.03 pp
3 · Sub-industry
Inside Electronic Manufacturing Services
Electronic Manufacturing Services · weight
0.17%
Industry change · 12M
+0.03 pp
Electronic Manufacturing Services · contribution
+0.026 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 |
|---|---|---|---|---|---|---|---|
| Jabil → JBL | United States | $38.5bn | 0.067% | +0.028 pp | +0.026 pp | +117.3% | Yes |
| TE Connectivity → TEL | United States | $62.3bn | 0.108% | +0.015 pp | +0.000 pp | +34.7% | 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.