Universe›Consumer Discretionary›Computer & Electronics Retail
Observatory · observe first

Computer & Electronics Retail

Computer & Electronics Retail is showing little change in market weight. Lost weight for 1 consecutive month.

Historical time machine
Historical observation
20182026
Reversing upwardConcentrated

Most of this industry's gains came from a few companies.

Universe weight
0.05%
$0.02T
12-month change
+0.00 pp
6-month change
+0.00 pp
3-month change
+0.02 pp
Company participation
100%
above their 6M weight average

Where did the weight change come from?

12-month contribution in universe percentage points · contributions add to the industry change

Company attribution
Best Buy →+0.001 pp
All other companies+0.000 pp
Industry total+0.001 pp

The three largest same-direction contributors explain 100% of gross gains. Opposing contributions can make an individual company’s change larger than the industry’s net change.

How has it moved through history?

Share of matched S&P 500 members

Oct 2019 – Sep 2024 · market weight (%)

0.00.10.120202021202220232024

Relative performance

Industry return versus ACWI · no future data shown

8211614920202021202220232024

Is participation broad or concentrated?

Actual constituent counts at this date, not the legacy synthetic breadth proxy

Above their 3M universe-weight average100%
Above their 6M universe-weight average100%
Above their 12M universe-weight average100%
Top 5 share of current industry market cap100.0%

This is size concentration, not contribution to the 12-month change. The attribution above measures the latter.

Evidence can disagree

Independent dimensions · no combined score or bullish/bearish verdict

Allocation · 12M+0.00 pp
Relative strength · 12M+18.0%
Price index return · 12M+55.4%
Earnings revisions · unavailable0.0
Allocation gained weight while relative performance rose. At least half of constituents are above their 6M weight average. These observations need not agree.
Other evidence and availability

Valuation data: unavailable; shown as zero placeholder.

Attention data: unavailable; shown as zero placeholder.

Actual fund flows: unavailable. No ETF, mutual-fund or institutional flow feed is connected.

Volume / turnover: unavailable in this dataset.

Follow the contribution to individual companies

Sorted by absolute 12-month weight contribution, not investment merit

CompanySub-industryCountryUniverse weight12M contribution12M price returnRevisions
Best Buy →
BBY
Computer & Electronics RetailUnited States0.052%+0.001 pp+55.4%0.0
Underlying monthly industry observations
MonthWeight1M change3M change6M change12M changeRelative return · 12M
Sep 20240.052%-0.001 pp+0.018 pp+0.003 pp+0.001 pp+18.0%
Aug 20240.052%+0.019 pp+0.017 pp+0.002 pp-0.001 pp+11.6%
Jul 20240.033%-0.001 pp-0.012 pp-0.013 pp-0.006 pp-6.5%
Jun 20240.034%-0.001 pp-0.015 pp-0.016 pp-0.007 pp-9.6%
May 20240.035%-0.011 pp-0.015 pp-0.013 pp-0.004 pp-0.8%
Apr 20240.046%-0.003 pp-0.000 pp-0.004 pp-0.009 pp-11.3%
Mar 20240.049%-0.001 pp-0.001 pp-0.001 pp-0.009 pp-10.6%
Feb 20240.050%+0.003 pp+0.002 pp-0.003 pp-0.015 pp-17.1%
Jan 20240.046%-0.004 pp-0.003 pp+0.007 pp-0.021 pp-24.7%
Dec 20230.050%+0.002 pp-0.000 pp+0.009 pp-0.014 pp-16.2%
Nov 20230.048%-0.001 pp-0.005 pp+0.009 pp-0.017 pp-21.6%
Oct 20230.049%-0.001 pp+0.010 pp-0.005 pp-0.005 pp-7.5%
Sep 20230.050%-0.003 pp+0.009 pp-0.008 pp-0.006 pp-4.8%
Aug 20230.053%+0.014 pp+0.014 pp-0.011 pp-0.004 pp-0.9%
Jul 20230.039%-0.002 pp-0.015 pp-0.028 pp-0.020 pp+0.4%
Jun 20230.041%+0.002 pp-0.017 pp-0.023 pp-0.016 pp+13.2%
May 20230.039%-0.016 pp-0.026 pp-0.026 pp-0.027 pp-8.2%
Apr 20230.055%-0.003 pp-0.012 pp+0.000 pp-0.018 pp-15.4%
Mar 20230.058%-0.006 pp-0.006 pp+0.002 pp-0.011 pp-2.9%
Feb 20230.065%-0.003 pp-0.001 pp+0.008 pp-0.016 pp-2.0%
Jan 20230.067%+0.003 pp+0.013 pp+0.008 pp-0.013 pp+1.6%
Dec 20220.064%-0.001 pp+0.008 pp+0.007 pp-0.014 pp+1.1%
Nov 20220.065%+0.011 pp+0.008 pp-0.001 pp-0.024 pp-6.5%
Oct 20220.055%-0.001 pp-0.005 pp-0.019 pp-0.046 pp-27.3%
Sep 20220.056%-0.001 pp-0.001 pp-0.013 pp-0.035 pp-21.5%
Aug 20220.057%-0.003 pp-0.010 pp-0.024 pp-0.039 pp-25.2%
Jul 20220.060%+0.002 pp-0.014 pp-0.021 pp-0.037 pp-21.0%
Jun 20220.057%-0.009 pp-0.012 pp-0.021 pp-0.045 pp-30.6%
May 20220.067%-0.007 pp-0.014 pp-0.022 pp-0.038 pp-22.1%
Apr 20220.073%+0.004 pp-0.007 pp-0.027 pp-0.032 pp-15.5%
Mar 20220.069%-0.012 pp-0.009 pp-0.022 pp+0.013 pp-23.7%
Feb 20220.081%+0.000 pp-0.008 pp-0.015 pp+0.029 pp-8.3%
Jan 20220.080%+0.002 pp-0.020 pp-0.016 pp+0.013 pp-17.6%
Dec 20210.078%-0.011 pp-0.013 pp-0.023 pp-0.026 pp-12.0%
Nov 20210.089%-0.012 pp-0.007 pp-0.015 pp-0.031 pp-15.9%
Oct 20210.100%+0.009 pp+0.004 pp-0.005 pp-0.036 pp-17.9%
Sep 20210.091%-0.005 pp-0.010 pp+0.035 pp+0.091 pp-23.3%
Aug 20210.096%-0.001 pp-0.008 pp+0.044 pp+0.096 pp-16.4%
Jul 20210.096%-0.005 pp-0.009 pp+0.029 pp+0.096 pp-13.5%
Jun 20210.102%-0.002 pp+0.046 pp-0.003 pp+0.102 pp-3.2%
May 20210.104%-0.001 pp+0.052 pp-0.016 pp+0.104 pp+7.6%
Apr 20210.105%+0.049 pp+0.038 pp-0.031 pp-0.005 pp+5.8%
Mar 20210.056%+0.004 pp-0.048 pp+0.056 pp+0.056 pp+33.4%
Feb 20210.052%-0.016 pp-0.068 pp+0.052 pp+0.052 pp+4.7%
Jan 20210.067%-0.037 pp-0.069 pp+0.067 pp-0.041 pp+12.1%
Dec 20200.105%-0.015 pp+0.104 pp+0.104 pp-0.007 pp+0.3%
Nov 20200.120%-0.017 pp+0.120 pp+0.120 pp+0.013 pp+20.6%
Oct 20200.137%+0.137 pp+0.137 pp+0.026 pp+0.038 pp+51.6%
Sep 20200.000%+0.000 pp+0.000 pp+0.000 pp-0.096 pp+49.8%
Aug 20200.000%+0.000 pp+0.000 pp+0.000 pp-0.092 pp+54.0%
Jul 20200.000%+0.000 pp-0.110 pp-0.108 pp-0.109 pp+24.7%
Jun 20200.000%+0.000 pp+0.000 pp-0.111 pp-0.100 pp+26.2%
May 20200.000%-0.110 pp+0.000 pp-0.107 pp-0.098 pp+21.6%
Apr 20200.110%+0.110 pp+0.002 pp+0.012 pp-0.001 pp+12.6%
Mar 20200.000%-0.000 pp-0.111 pp-0.097 pp-0.109 pp-7.0%
Feb 20200.000%-0.108 pp-0.107 pp-0.092 pp-0.107 pp+8.4%
Jan 20200.108%-0.003 pp+0.009 pp-0.001 pp+0.056 pp+27.3%
Dec 20190.111%+0.004 pp+0.015 pp+0.011 pp+0.061 pp+34.7%
Nov 20190.107%+0.008 pp+0.015 pp+0.009 pp+0.048 pp+13.2%
Oct 20190.099%+0.002 pp-0.010 pp-0.012 pp+0.033 pp-6.4%
How are these descriptive states defined?

Gaining / losing: 12-month weight change above +0.005pp / below −0.005pp. Direction and speed are separate dimensions, not mutually exclusive recommendations.

Accelerating / slowing: compare the most recent 3M change with the preceding 3M change. Accelerating means a positive change speeds up by >0.02pp. Slowing means the magnitude of movement declines by >0.02pp. A falling industry can also slow.

Reversing: the last two 3M changes have opposite signs, outside a ±0.005pp tolerance. Persistence counts consecutive same-direction monthly changes.

Broad / concentrated: company attribution, not a market-cap concentration shortcut. Concentrated means the three largest same-direction contributors account for ≥70% of gross same-direction changes; otherwise broad requires ≥60% of constituents moving with the industry. Other cases are mixed.

Weights use matched S&P 500 members’ market-cap estimates, based on SEC-reported shares available by each month-end and monthly closing prices. Companies without a matched price or share record are omitted, so the denominator is the matched sample rather than every index member. These are not official float-adjusted S&P weights. Flow is not measured.