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
Latest available · not live
20182026
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Information Technology
Semiconductors18.63%+3.92 ppApplication Software1.82%-1.73 ppTechnology Hardware, Storage & Peripherals9.60%+1.63 ppSemiconductor Materials & Equipment1.95%+1.21 ppCommunications Equipment1.54%+0.44 ppSystems Software7.87%-0.41 ppIT Consulting & Other Services0.61%-0.34 ppElectronic Components0.49%+0.20 ppElectronic Manufacturing Services0.22%+0.04 ppInternet Services & Infrastructure0.09%-0.02 ppTechnology Distributors0.03%-0.01 ppElectronic Equipment & Instruments0.24%-0.01 pp
3 · Sub-industry
Inside Electronic Manufacturing Services
Electronic Manufacturing Services · weight
0.22%
Industry change · 12M
+0.04 pp
Electronic Manufacturing Services · contribution
+0.045 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $40.6bn | 0.068% | -0.035 pp | +0.068 pp | +89.7% | Yes |
| TE Connectivity → TEL | United States | $61.1bn | 0.103% | +0.000 pp | -0.027 pp | -2.8% | Yes |
| Jabil → JBL | United States | $30.1bn | 0.050% | -0.020 pp | +0.004 pp | +32.2% | 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.