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 Manufacturing Services
Electronic Manufacturing Services · weight
0.23%
Industry change · 12M
+0.06 pp
Electronic Manufacturing Services · contribution
+0.056 pp
Company participation
100%
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 |
|---|---|---|---|---|---|---|---|
| Flex Ltd. → FLEX | United States | $42.0bn | 0.073% | +0.073 pp | +0.073 pp | +128.1% | Yes |
| TE Connectivity → TEL | United States | $59.5bn | 0.104% | +0.020 pp | -0.024 pp | +1.0% | Yes |
| Jabil → JBL | United States | $33.0bn | 0.058% | +0.009 pp | +0.007 pp | +41.4% | 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.