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
Semiconductors17.20%+2.80 ppTechnology Hardware, Storage & Peripherals9.09%+2.20 ppSystems Software7.02%-1.93 ppApplication Software1.80%-1.89 ppSemiconductor Materials & Equipment1.53%+0.91 ppCommunications Equipment1.55%+0.46 ppIT Consulting & Other Services0.62%-0.37 ppElectronic Components0.47%+0.22 ppElectronic Manufacturing Services0.23%+0.06 ppElectronic Equipment & Instruments0.24%-0.03 ppInternet Services & Infrastructure0.09%-0.03 ppTechnology Distributors0.03%-0.02 pp
3 · Sub-industry
Inside Electronic Components
Electronic Components · weight
0.47%
Industry change · 12M
+0.22 pp
Electronic Components · contribution
+0.219 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 |
|---|---|---|---|---|---|---|---|
| Corning Inc. → GLW | United States | $119.1bn | 0.208% | +0.017 pp | +0.094 pp | +121.0% | No |
| Coherent Corp. → COHR | United States | $51.4bn | 0.090% | +0.008 pp | +0.090 pp | +144.3% | Yes |
| Amphenol → APH | United States | $99.1bn | 0.173% | +0.050 pp | +0.036 pp | +51.9% | 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.