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
Semiconductors17.29%+3.19 ppTechnology Hardware, Storage & Peripherals8.93%+1.44 ppApplication Software2.00%-1.38 ppSemiconductor Materials & Equipment1.75%+1.16 ppSystems Software7.68%-0.69 ppCommunications Equipment1.54%+0.41 ppIT Consulting & Other Services0.64%-0.29 ppElectronic Components0.47%+0.21 ppElectronic Manufacturing Services0.22%+0.05 ppInternet Services & Infrastructure0.09%-0.03 ppElectronic Equipment & Instruments0.24%-0.02 ppTechnology Distributors0.03%-0.01 pp
3 · Sub-industry
Inside Electronic Manufacturing Services
Electronic Manufacturing Services · weight
0.22%
Industry change · 12M
+0.05 pp
Electronic Manufacturing Services · contribution
+0.047 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $40.4bn | 0.067% | +0.067 pp | +0.067 pp | +103.7% | Yes |
| TE Connectivity → TEL | United States | $59.4bn | 0.099% | -0.009 pp | -0.028 pp | +0.5% | Yes |
| Jabil → JBL | United States | $32.0bn | 0.053% | -0.013 pp | +0.008 pp | +49.2% | No |
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.