Electronic Components
Electronic Components 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 100% 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
Dec 2018 – Nov 2023 · 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 |
|---|---|---|---|---|---|---|
| Corning Inc. → GLW | Electronic Components | United States | 0.076% | -0.022 pp | -13.5% | 0.0 |
| Amphenol → APH | Electronic Components | United States | 0.042% | +0.002 pp | +14.3% | 0.0 |
Underlying monthly industry observations
| Month | Weight | 1M change | 3M change | 6M change | 12M change | Relative return · 12M |
|---|---|---|---|---|---|---|
| Nov 2023 | 0.118% | -0.000 pp | -0.013 pp | +0.026 pp | -0.020 pp | -14.9% |
| Oct 2023 | 0.119% | -0.010 pp | +0.027 pp | -0.015 pp | -0.018 pp | -16.6% |
| Sep 2023 | 0.129% | -0.003 pp | +0.030 pp | -0.015 pp | -0.007 pp | -5.7% |
| Aug 2023 | 0.131% | +0.039 pp | +0.039 pp | -0.010 pp | -0.012 pp | -8.1% |
| Jul 2023 | 0.092% | -0.006 pp | -0.042 pp | -0.049 pp | -0.054 pp | -10.4% |
| Jun 2023 | 0.098% | +0.006 pp | -0.045 pp | -0.040 pp | -0.043 pp | +2.9% |
| May 2023 | 0.092% | -0.041 pp | -0.049 pp | -0.046 pp | -0.055 pp | -7.3% |
| Apr 2023 | 0.133% | -0.010 pp | -0.007 pp | -0.003 pp | -0.013 pp | -2.7% |
| Mar 2023 | 0.143% | +0.002 pp | +0.005 pp | +0.008 pp | +0.000 pp | +9.4% |
| Feb 2023 | 0.142% | +0.001 pp | +0.003 pp | -0.001 pp | -0.016 pp | -0.9% |
| Jan 2023 | 0.141% | +0.002 pp | +0.004 pp | -0.005 pp | -0.020 pp | -3.1% |
| Dec 2022 | 0.138% | -0.000 pp | +0.003 pp | -0.003 pp | -0.005 pp | +8.3% |
| Nov 2022 | 0.139% | +0.002 pp | -0.004 pp | -0.008 pp | -0.009 pp | +8.7% |
| Oct 2022 | 0.137% | +0.001 pp | -0.010 pp | -0.009 pp | -0.003 pp | +18.5% |
| Sep 2022 | 0.136% | -0.007 pp | -0.005 pp | -0.008 pp | -0.012 pp | +6.6% |
| Aug 2022 | 0.143% | -0.003 pp | -0.004 pp | -0.015 pp | -0.010 pp | +7.8% |
| Jul 2022 | 0.146% | +0.005 pp | +0.000 pp | -0.014 pp | -0.014 pp | +5.1% |
| Jun 2022 | 0.141% | -0.006 pp | -0.002 pp | -0.003 pp | -0.018 pp | -2.1% |
| May 2022 | 0.147% | +0.001 pp | -0.011 pp | -0.001 pp | -0.022 pp | -4.5% |
| Apr 2022 | 0.146% | +0.003 pp | -0.015 pp | +0.006 pp | -0.027 pp | -7.6% |
| Mar 2022 | 0.143% | -0.015 pp | -0.001 pp | -0.005 pp | +0.068 pp | -13.0% |
| Feb 2022 | 0.158% | -0.003 pp | +0.010 pp | +0.005 pp | +0.090 pp | +4.0% |
| Jan 2022 | 0.161% | +0.017 pp | +0.021 pp | +0.001 pp | +0.084 pp | +8.7% |
| Dec 2021 | 0.144% | -0.004 pp | -0.004 pp | -0.015 pp | +0.013 pp | -3.3% |
| Nov 2021 | 0.148% | +0.008 pp | -0.005 pp | -0.021 pp | +0.005 pp | -9.5% |
| Oct 2021 | 0.140% | -0.008 pp | -0.020 pp | -0.033 pp | +0.004 pp | -11.5% |
| Sep 2021 | 0.148% | -0.005 pp | -0.011 pp | +0.073 pp | +0.148 pp | -4.5% |
| Aug 2021 | 0.153% | -0.007 pp | -0.017 pp | +0.084 pp | +0.152 pp | +1.7% |
| Jul 2021 | 0.160% | +0.001 pp | -0.013 pp | +0.083 pp | +0.160 pp | +4.8% |
| Jun 2021 | 0.159% | -0.010 pp | +0.084 pp | +0.028 pp | +0.159 pp | +15.1% |
| May 2021 | 0.169% | -0.004 pp | +0.101 pp | +0.027 pp | +0.169 pp | +31.9% |
| Apr 2021 | 0.173% | +0.098 pp | +0.096 pp | +0.037 pp | +0.061 pp | +35.0% |
| Mar 2021 | 0.075% | +0.007 pp | -0.056 pp | +0.075 pp | +0.075 pp | +37.6% |
| Feb 2021 | 0.068% | -0.009 pp | -0.074 pp | +0.068 pp | +0.068 pp | +23.5% |
| Jan 2021 | 0.077% | -0.054 pp | -0.059 pp | +0.077 pp | -0.043 pp | +16.2% |
| Dec 2020 | 0.131% | -0.011 pp | +0.131 pp | +0.131 pp | +0.002 pp | +8.9% |
| Nov 2020 | 0.142% | +0.007 pp | +0.142 pp | +0.142 pp | +0.010 pp | +14.8% |
| Oct 2020 | 0.136% | +0.135 pp | +0.135 pp | +0.023 pp | -0.003 pp | +6.1% |
| Sep 2020 | 0.000% | -0.000 pp | +0.000 pp | +0.000 pp | -0.137 pp | +5.5% |
| Aug 2020 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | -0.136 pp | +3.9% |
| Jul 2020 | 0.000% | +0.000 pp | -0.112 pp | -0.119 pp | -0.146 pp | -1.9% |
| Jun 2020 | 0.000% | +0.000 pp | +0.000 pp | -0.129 pp | -0.160 pp | -18.7% |
| May 2020 | 0.000% | -0.112 pp | +0.000 pp | -0.132 pp | -0.151 pp | -19.0% |
| Apr 2020 | 0.112% | +0.112 pp | -0.007 pp | -0.026 pp | -0.048 pp | -22.0% |
| Mar 2020 | 0.000% | +0.000 pp | -0.129 pp | -0.137 pp | -0.170 pp | -26.2% |
| Feb 2020 | 0.000% | -0.119 pp | -0.132 pp | -0.136 pp | -0.179 pp | -29.2% |
| Jan 2020 | 0.119% | -0.010 pp | -0.019 pp | -0.027 pp | +0.021 pp | -25.5% |
| Dec 2019 | 0.130% | -0.002 pp | -0.008 pp | -0.030 pp | +0.032 pp | -18.6% |
| Nov 2019 | 0.132% | -0.006 pp | -0.004 pp | -0.019 pp | +0.035 pp | -15.7% |
| Oct 2019 | 0.138% | +0.001 pp | -0.008 pp | -0.022 pp | +0.040 pp | -13.7% |
| Sep 2019 | 0.137% | +0.001 pp | -0.023 pp | -0.032 pp | +0.035 pp | -16.1% |
| Aug 2019 | 0.136% | -0.010 pp | -0.015 pp | -0.043 pp | +0.037 pp | -13.7% |
| Jul 2019 | 0.146% | -0.014 pp | -0.014 pp | +0.048 pp | -0.031 pp | -7.1% |
| Jun 2019 | 0.160% | +0.009 pp | -0.010 pp | +0.063 pp | +0.001 pp | +15.2% |
| May 2019 | 0.151% | -0.010 pp | -0.028 pp | +0.054 pp | -0.006 pp | +8.9% |
| Apr 2019 | 0.160% | -0.009 pp | +0.062 pp | +0.062 pp | +0.003 pp | +14.0% |
| Mar 2019 | 0.170% | -0.009 pp | +0.072 pp | +0.067 pp | +0.003 pp | +17.0% |
| Feb 2019 | 0.179% | +0.080 pp | +0.082 pp | +0.080 pp | +0.009 pp | +20.6% |
| Jan 2019 | 0.099% | +0.001 pp | +0.001 pp | -0.079 pp | -0.076 pp | +15.7% |
| Dec 2018 | 0.097% | +0.001 pp | -0.005 pp | -0.061 pp | -0.078 pp | +13.7% |
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.