Electrical Components & Equipment
Electrical Components & Equipment is gaining market weight. Gained weight for 2 consecutive months.
Most of this industry's gains came from a few companies.
Where did the weight change come from?
12-month contribution in universe percentage points · contributions add to the industry change
The three largest same-direction contributors explain 86% 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
Jan 2018 – Oct 2019 · market weight (%)
Relative performance
Industry return versus ACWI · no future data shown
Is participation broad or concentrated?
Actual constituent counts at this date, not the legacy synthetic breadth proxy
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
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
| Company | Sub-industry | Country | Universe weight | 12M contribution | 12M price return | Revisions |
|---|---|---|---|---|---|---|
| Eaton Corporation → ETN | Electrical Components & Equipment | United States | 0.188% | +0.082 pp | +25.8% | 0.0 |
| Emerson Electric → EMR | Electrical Components & Equipment | United States | 0.225% | +0.080 pp | +6.6% | 0.0 |
| Ametek → AME | Electrical Components & Equipment | United States | 0.109% | +0.056 pp | +37.6% | 0.0 |
| Rockwell Automation → ROK | Electrical Components & Equipment | United States | 0.105% | +0.036 pp | +6.8% | 0.0 |
Underlying monthly industry observations
| Month | Weight | 1M change | 3M change | 6M change | 12M change | Relative return · 12M |
|---|---|---|---|---|---|---|
| Oct 2019 | 0.627% | +0.009 pp | +0.022 pp | -0.043 pp | +0.255 pp | +3.4% |
| Sep 2019 | 0.618% | +0.030 pp | -0.010 pp | -0.049 pp | +0.213 pp | -5.1% |
| Aug 2019 | 0.588% | -0.017 pp | -0.023 pp | -0.079 pp | +0.186 pp | -8.4% |
| Jul 2019 | 0.605% | -0.022 pp | -0.064 pp | +0.238 pp | -0.111 pp | -5.3% |
| Jun 2019 | 0.627% | +0.017 pp | -0.039 pp | +0.266 pp | -0.063 pp | +1.7% |
| May 2019 | 0.611% | -0.059 pp | -0.057 pp | +0.233 pp | -0.100 pp | -4.6% |
| Apr 2019 | 0.669% | +0.003 pp | +0.302 pp | +0.298 pp | -0.021 pp | +7.4% |
| Mar 2019 | 0.667% | -0.001 pp | +0.305 pp | +0.261 pp | -0.060 pp | +1.2% |
| Feb 2019 | 0.667% | +0.300 pp | +0.289 pp | +0.266 pp | -0.060 pp | +1.1% |
| Jan 2019 | 0.367% | +0.006 pp | -0.005 pp | -0.349 pp | -0.353 pp | -0.6% |
| Dec 2018 | 0.361% | -0.017 pp | -0.044 pp | -0.329 pp | -0.359 pp | -2.6% |
| Nov 2018 | 0.378% | +0.006 pp | -0.024 pp | -0.333 pp | -0.342 pp | +1.6% |
| Oct 2018 | 0.371% | -0.034 pp | -0.344 pp | -0.319 pp | -0.348 pp | -1.4% |
| Sep 2018 | 0.405% | +0.004 pp | -0.286 pp | -0.321 pp | -0.315 pp | +6.0% |
| Aug 2018 | 0.401% | -0.314 pp | -0.309 pp | -0.325 pp | -0.318 pp | +4.3% |
| Jul 2018 | 0.716% | +0.025 pp | +0.025 pp | -0.004 pp | -0.004 pp | +3.1% |
| Jun 2018 | 0.691% | -0.020 pp | -0.036 pp | -0.029 pp | -0.029 pp | -2.0% |
| May 2018 | 0.710% | +0.020 pp | -0.016 pp | -0.010 pp | -0.010 pp | +0.1% |
| Apr 2018 | 0.690% | -0.036 pp | -0.029 pp | -0.029 pp | -0.029 pp | -4.8% |
| Mar 2018 | 0.726% | -0.000 pp | +0.006 pp | +0.006 pp | +0.006 pp | +0.7% |
| Feb 2018 | 0.727% | +0.007 pp | +0.007 pp | +0.007 pp | +0.007 pp | +1.4% |
| Jan 2018 | 0.720% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | +0.0% |
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.