Universe›Industrials›Electrical Components & Equipment
Observatory · observe first

Electrical Components & Equipment

Electrical Components & Equipment is gaining market weight. Lost weight for 1 consecutive month.

Historical time machine
Historical observation
20182026
Reversing downwardConcentrated

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

Universe weight
0.51%
$0.27T
12-month change
+0.06 pp
6-month change
-0.14 pp
3-month change
-0.21 pp
Company participation
0%
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
All other companies-0.018 pp
Industry total+0.064 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

Jun 2019 – May 2024 · market weight (%)

0.00.40.720202021202220232024

Relative performance

Industry return versus ACWI · no future data shown

9812916020202021202220232024

Is participation broad or concentrated?

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

Above their 3M universe-weight average0%
Above their 6M universe-weight average0%
Above their 12M universe-weight average0%
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+0.06 pp
Relative strength · 12M+21.1%
Price index return · 12M+49.8%
Earnings revisions · unavailable0.0
Allocation gained weight while relative performance rose. Fewer than 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
Eaton Corporation →
ETN
Electrical Components & EquipmentUnited States0.254%+0.081 pp+91.9%0.0
Rockwell Automation →
ROK
Electrical Components & EquipmentUnited States0.056%-0.023 pp-5.9%0.0
Emerson Electric →
EMR
Electrical Components & EquipmentUnited States0.123%+0.013 pp+47.4%0.0
Ametek →
AME
Electrical Components & EquipmentUnited States0.075%-0.008 pp+17.7%0.0
Underlying monthly industry observations
MonthWeight1M change3M change6M change12M changeRelative return · 12M
May 20240.508%-0.246 pp-0.211 pp-0.143 pp+0.064 pp+21.1%
Apr 20240.754%+0.018 pp+0.109 pp+0.086 pp+0.151 pp+26.5%
Mar 20240.736%+0.017 pp+0.064 pp+0.044 pp+0.104 pp+18.0%
Feb 20240.719%+0.074 pp+0.067 pp+0.015 pp+0.074 pp+12.6%
Jan 20240.645%-0.027 pp-0.023 pp+0.189 pp+0.017 pp+6.2%
Dec 20230.672%+0.020 pp-0.020 pp+0.193 pp+0.019 pp+4.4%
Nov 20230.652%-0.017 pp-0.052 pp+0.207 pp+0.025 pp+4.2%
Oct 20230.668%-0.024 pp+0.212 pp+0.066 pp+0.064 pp+7.0%
Sep 20230.692%-0.011 pp+0.213 pp+0.060 pp+0.113 pp+19.5%
Aug 20230.703%+0.247 pp+0.259 pp+0.059 pp+0.139 pp+25.6%
Jul 20230.456%-0.023 pp-0.146 pp-0.172 pp-0.131 pp+12.1%
Jun 20230.479%+0.034 pp-0.153 pp-0.174 pp-0.089 pp+25.6%
May 20230.445%-0.158 pp-0.200 pp-0.182 pp-0.135 pp+14.2%
Apr 20230.602%-0.029 pp-0.026 pp-0.002 pp-0.012 pp+5.6%
Mar 20230.632%-0.013 pp-0.021 pp+0.053 pp+0.018 pp+13.1%
Feb 20230.644%+0.016 pp+0.018 pp+0.080 pp+0.028 pp+16.3%
Jan 20230.628%-0.025 pp+0.024 pp+0.041 pp+0.012 pp+11.8%
Dec 20220.653%+0.026 pp+0.074 pp+0.085 pp+0.016 pp+14.3%
Nov 20220.627%+0.023 pp+0.062 pp+0.048 pp-0.006 pp+13.6%
Oct 20220.604%+0.025 pp+0.017 pp-0.011 pp-0.035 pp+13.7%
Sep 20220.579%+0.014 pp+0.011 pp-0.034 pp-0.048 pp+6.3%
Aug 20220.564%-0.022 pp-0.015 pp-0.052 pp-0.102 pp-3.5%
Jul 20220.587%+0.019 pp-0.028 pp-0.029 pp-0.069 pp+1.6%
Jun 20220.568%-0.011 pp-0.045 pp-0.068 pp-0.070 pp-2.5%
May 20220.579%-0.036 pp-0.038 pp-0.054 pp-0.055 pp-0.6%
Apr 20220.615%+0.002 pp-0.001 pp-0.024 pp-0.012 pp+6.4%
Mar 20220.613%-0.004 pp-0.023 pp-0.014 pp+0.282 pp+2.6%
Feb 20220.617%+0.001 pp-0.017 pp-0.050 pp+0.299 pp+5.9%
Jan 20220.616%-0.021 pp-0.023 pp-0.040 pp+0.258 pp+9.9%
Dec 20210.636%+0.003 pp+0.009 pp-0.002 pp+0.018 pp+11.5%
Nov 20210.633%-0.006 pp-0.033 pp-0.001 pp-0.009 pp+5.6%
Oct 20210.639%+0.012 pp-0.017 pp+0.012 pp+0.022 pp+9.3%
Sep 20210.627%-0.040 pp-0.011 pp+0.296 pp+0.626 pp+11.6%
Aug 20210.667%+0.011 pp+0.032 pp+0.349 pp+0.666 pp+19.4%
Jul 20210.656%+0.018 pp+0.029 pp+0.298 pp+0.655 pp+20.7%
Jun 20210.638%+0.004 pp+0.307 pp+0.019 pp+0.638 pp+12.8%
May 20210.634%+0.007 pp+0.317 pp-0.008 pp+0.634 pp+9.4%
Apr 20210.627%+0.296 pp+0.269 pp+0.010 pp+0.019 pp+10.7%
Mar 20210.331%+0.014 pp-0.288 pp+0.331 pp+0.331 pp+19.4%
Feb 20210.317%-0.040 pp-0.325 pp+0.317 pp+0.317 pp+7.8%
Jan 20210.358%-0.261 pp-0.260 pp+0.357 pp-0.270 pp+3.7%
Dec 20200.619%-0.023 pp+0.618 pp+0.618 pp-0.028 pp+3.5%
Nov 20200.642%+0.025 pp+0.641 pp+0.641 pp-0.005 pp+6.2%
Oct 20200.617%+0.616 pp+0.616 pp+0.009 pp-0.010 pp+7.2%
Sep 20200.001%-0.000 pp+0.000 pp+0.000 pp-0.617 pp+4.7%
Aug 20200.001%+0.000 pp+0.000 pp+0.000 pp-0.587 pp+10.2%
Jul 20200.001%-0.000 pp-0.607 pp-0.627 pp-0.604 pp+4.0%
Jun 20200.001%-0.000 pp+0.000 pp-0.646 pp-0.627 pp+4.1%
May 20200.001%-0.607 pp+0.000 pp-0.647 pp-0.610 pp+11.0%
Apr 20200.608%+0.608 pp-0.019 pp-0.019 pp-0.061 pp+1.2%
Mar 20200.000%-0.000 pp-0.646 pp-0.617 pp-0.666 pp-3.9%
Feb 20200.000%-0.627 pp-0.647 pp-0.587 pp-0.667 pp+1.9%
Jan 20200.627%-0.019 pp+0.001 pp+0.023 pp+0.261 pp+4.8%
Dec 20190.647%-0.001 pp+0.029 pp+0.020 pp+0.286 pp+9.4%
Nov 20190.647%+0.021 pp+0.060 pp+0.037 pp+0.270 pp+5.7%
Oct 20190.627%+0.009 pp+0.022 pp-0.043 pp+0.255 pp+3.4%
Sep 20190.618%+0.030 pp-0.010 pp-0.049 pp+0.213 pp-5.1%
Aug 20190.588%-0.017 pp-0.023 pp-0.079 pp+0.186 pp-8.4%
Jul 20190.605%-0.022 pp-0.064 pp+0.238 pp-0.111 pp-5.3%
Jun 20190.627%+0.017 pp-0.039 pp+0.266 pp-0.063 pp+1.7%
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.