Electrical Components & Equipment
Electrical Components & Equipment is losing market weight. Lost weight for 3 consecutive months.
Most of this industry's losses 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 85% of gross losses. 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
Mar 2020 – Feb 2025 · 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 | 0.257% | -0.074 pp | +2.7% | 0.0 |
| Emerson Electric → EMR | Electrical Components & Equipment | United States | 0.153% | -0.022 pp | +15.9% | 0.0 |
| Ametek → AME | Electrical Components & Equipment | United States | 0.098% | -0.022 pp | +5.7% | 0.0 |
| Rockwell Automation → ROK | Electrical Components & Equipment | United States | 0.073% | -0.021 pp | +2.6% | 0.0 |
Underlying monthly industry observations
| Month | Weight | 1M change | 3M change | 6M change | 12M change | Relative return · 12M |
|---|---|---|---|---|---|---|
| Feb 2025 | 0.581% | -0.036 pp | -0.086 pp | -0.031 pp | -0.138 pp | -7.6% |
| Jan 2025 | 0.616% | -0.009 pp | -0.008 pp | +0.149 pp | -0.029 pp | +7.9% |
| Dec 2024 | 0.625% | -0.042 pp | +0.009 pp | +0.141 pp | -0.047 pp | +6.3% |
| Nov 2024 | 0.667% | +0.042 pp | +0.056 pp | +0.159 pp | +0.015 pp | +16.7% |
| Oct 2024 | 0.625% | +0.008 pp | +0.157 pp | -0.129 pp | -0.044 pp | +4.2% |
| Sep 2024 | 0.616% | +0.005 pp | +0.132 pp | -0.120 pp | -0.076 pp | -1.4% |
| Aug 2024 | 0.611% | +0.144 pp | +0.103 pp | -0.107 pp | -0.092 pp | -5.6% |
| Jul 2024 | 0.467% | -0.017 pp | -0.286 pp | -0.178 pp | +0.011 pp | +8.1% |
| Jun 2024 | 0.484% | -0.024 pp | -0.252 pp | -0.188 pp | +0.006 pp | +6.1% |
| May 2024 | 0.508% | -0.246 pp | -0.211 pp | -0.143 pp | +0.064 pp | +21.1% |
| Apr 2024 | 0.754% | +0.018 pp | +0.109 pp | +0.086 pp | +0.151 pp | +26.5% |
| Mar 2024 | 0.736% | +0.017 pp | +0.064 pp | +0.044 pp | +0.104 pp | +18.0% |
| Feb 2024 | 0.719% | +0.074 pp | +0.067 pp | +0.015 pp | +0.074 pp | +12.6% |
| Jan 2024 | 0.645% | -0.027 pp | -0.023 pp | +0.189 pp | +0.017 pp | +6.2% |
| Dec 2023 | 0.672% | +0.020 pp | -0.020 pp | +0.193 pp | +0.019 pp | +4.4% |
| Nov 2023 | 0.652% | -0.017 pp | -0.052 pp | +0.207 pp | +0.025 pp | +4.2% |
| Oct 2023 | 0.668% | -0.024 pp | +0.212 pp | +0.066 pp | +0.064 pp | +7.0% |
| Sep 2023 | 0.692% | -0.011 pp | +0.213 pp | +0.060 pp | +0.113 pp | +19.5% |
| Aug 2023 | 0.703% | +0.247 pp | +0.259 pp | +0.059 pp | +0.139 pp | +25.6% |
| Jul 2023 | 0.456% | -0.023 pp | -0.146 pp | -0.172 pp | -0.131 pp | +12.1% |
| Jun 2023 | 0.479% | +0.034 pp | -0.153 pp | -0.174 pp | -0.089 pp | +25.6% |
| May 2023 | 0.445% | -0.158 pp | -0.200 pp | -0.182 pp | -0.135 pp | +14.2% |
| Apr 2023 | 0.602% | -0.029 pp | -0.026 pp | -0.002 pp | -0.012 pp | +5.6% |
| Mar 2023 | 0.632% | -0.013 pp | -0.021 pp | +0.053 pp | +0.018 pp | +13.1% |
| Feb 2023 | 0.644% | +0.016 pp | +0.018 pp | +0.080 pp | +0.028 pp | +16.3% |
| Jan 2023 | 0.628% | -0.025 pp | +0.024 pp | +0.041 pp | +0.012 pp | +11.8% |
| Dec 2022 | 0.653% | +0.026 pp | +0.074 pp | +0.085 pp | +0.016 pp | +14.3% |
| Nov 2022 | 0.627% | +0.023 pp | +0.062 pp | +0.048 pp | -0.006 pp | +13.6% |
| Oct 2022 | 0.604% | +0.025 pp | +0.017 pp | -0.011 pp | -0.035 pp | +13.7% |
| Sep 2022 | 0.579% | +0.014 pp | +0.011 pp | -0.034 pp | -0.048 pp | +6.3% |
| Aug 2022 | 0.564% | -0.022 pp | -0.015 pp | -0.052 pp | -0.102 pp | -3.5% |
| Jul 2022 | 0.587% | +0.019 pp | -0.028 pp | -0.029 pp | -0.069 pp | +1.6% |
| Jun 2022 | 0.568% | -0.011 pp | -0.045 pp | -0.068 pp | -0.070 pp | -2.5% |
| May 2022 | 0.579% | -0.036 pp | -0.038 pp | -0.054 pp | -0.055 pp | -0.6% |
| Apr 2022 | 0.615% | +0.002 pp | -0.001 pp | -0.024 pp | -0.012 pp | +6.4% |
| Mar 2022 | 0.613% | -0.004 pp | -0.023 pp | -0.014 pp | +0.282 pp | +2.6% |
| Feb 2022 | 0.617% | +0.001 pp | -0.017 pp | -0.050 pp | +0.299 pp | +5.9% |
| Jan 2022 | 0.616% | -0.021 pp | -0.023 pp | -0.040 pp | +0.258 pp | +9.9% |
| Dec 2021 | 0.636% | +0.003 pp | +0.009 pp | -0.002 pp | +0.018 pp | +11.5% |
| Nov 2021 | 0.633% | -0.006 pp | -0.033 pp | -0.001 pp | -0.009 pp | +5.6% |
| Oct 2021 | 0.639% | +0.012 pp | -0.017 pp | +0.012 pp | +0.022 pp | +9.3% |
| Sep 2021 | 0.627% | -0.040 pp | -0.011 pp | +0.296 pp | +0.626 pp | +11.6% |
| Aug 2021 | 0.667% | +0.011 pp | +0.032 pp | +0.349 pp | +0.666 pp | +19.4% |
| Jul 2021 | 0.656% | +0.018 pp | +0.029 pp | +0.298 pp | +0.655 pp | +20.7% |
| Jun 2021 | 0.638% | +0.004 pp | +0.307 pp | +0.019 pp | +0.638 pp | +12.8% |
| May 2021 | 0.634% | +0.007 pp | +0.317 pp | -0.008 pp | +0.634 pp | +9.4% |
| Apr 2021 | 0.627% | +0.296 pp | +0.269 pp | +0.010 pp | +0.019 pp | +10.7% |
| Mar 2021 | 0.331% | +0.014 pp | -0.288 pp | +0.331 pp | +0.331 pp | +19.4% |
| Feb 2021 | 0.317% | -0.040 pp | -0.325 pp | +0.317 pp | +0.317 pp | +7.8% |
| Jan 2021 | 0.358% | -0.261 pp | -0.260 pp | +0.357 pp | -0.270 pp | +3.7% |
| Dec 2020 | 0.619% | -0.023 pp | +0.618 pp | +0.618 pp | -0.028 pp | +3.5% |
| Nov 2020 | 0.642% | +0.025 pp | +0.641 pp | +0.641 pp | -0.005 pp | +6.2% |
| Oct 2020 | 0.617% | +0.616 pp | +0.616 pp | +0.009 pp | -0.010 pp | +7.2% |
| Sep 2020 | 0.001% | -0.000 pp | +0.000 pp | +0.000 pp | -0.617 pp | +4.7% |
| Aug 2020 | 0.001% | +0.000 pp | +0.000 pp | +0.000 pp | -0.587 pp | +10.2% |
| Jul 2020 | 0.001% | -0.000 pp | -0.607 pp | -0.627 pp | -0.604 pp | +4.0% |
| Jun 2020 | 0.001% | -0.000 pp | +0.000 pp | -0.646 pp | -0.627 pp | +4.1% |
| May 2020 | 0.001% | -0.607 pp | +0.000 pp | -0.647 pp | -0.610 pp | +11.0% |
| Apr 2020 | 0.608% | +0.608 pp | -0.019 pp | -0.019 pp | -0.061 pp | +1.2% |
| Mar 2020 | 0.000% | -0.000 pp | -0.646 pp | -0.617 pp | -0.666 pp | -3.9% |
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.