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
Semiconductors18.72%+5.18 ppSystems Software5.78%-2.86 ppTechnology Hardware, Storage & Peripherals8.95%+2.01 ppApplication Software1.78%-1.78 ppSemiconductor Materials & Equipment2.20%+1.56 ppCommunications Equipment1.57%+0.52 ppIT Consulting & Other Services0.64%-0.51 ppElectronic Components0.70%+0.48 ppElectronic Manufacturing Services0.28%+0.12 ppInternet Services & Infrastructure0.09%-0.05 ppElectronic Equipment & Instruments0.24%-0.04 ppTechnology Distributors0.03%-0.02 pp
3 · Sub-industry
Inside Electronic Manufacturing Services
Electronic Manufacturing Services · weight
0.28%
Industry change · 12M
+0.12 pp
Electronic Manufacturing Services · contribution
+0.117 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 |
|---|---|---|---|---|---|---|---|
| Flex Ltd. → FLEX | United States | $59.4bn | 0.103% | +0.103 pp | +0.103 pp | +224.7% | Yes |
| Jabil → JBL | United States | $40.4bn | 0.070% | +0.029 pp | +0.020 pp | +77.0% | Yes |
| TE Connectivity → TEL | United States | $58.8bn | 0.102% | +0.013 pp | -0.006 pp | +20.8% | 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.