Electronic Components
Electronic Components is gaining market weight. Gained weight for 6 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 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
Sep 2020 – Aug 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 |
|---|---|---|---|---|---|---|
| Amphenol → APH | Electronic Components | United States | 0.138% | +0.040 pp | +62.9% | 0.0 |
| Corning Inc. → GLW | Electronic Components | United States | 0.119% | +0.033 pp | +63.6% | 0.0 |
Underlying monthly industry observations
| Month | Weight | 1M change | 3M change | 6M change | 12M change | Relative return · 12M |
|---|---|---|---|---|---|---|
| Aug 2025 | 0.257% | +0.005 pp | +0.037 pp | +0.071 pp | +0.072 pp | +40.8% |
| Jul 2025 | 0.251% | +0.025 pp | +0.048 pp | +0.057 pp | +0.121 pp | +42.4% |
| Jun 2025 | 0.226% | +0.006 pp | +0.039 pp | +0.039 pp | +0.126 pp | +25.4% |
| May 2025 | 0.219% | +0.016 pp | +0.033 pp | +0.031 pp | +0.120 pp | +22.9% |
| Apr 2025 | 0.203% | +0.016 pp | +0.009 pp | +0.012 pp | +0.068 pp | +20.5% |
| Mar 2025 | 0.187% | +0.001 pp | +0.000 pp | +0.006 pp | +0.061 pp | +20.2% |
| Feb 2025 | 0.186% | -0.008 pp | -0.002 pp | +0.002 pp | +0.060 pp | +22.3% |
| Jan 2025 | 0.194% | +0.007 pp | +0.003 pp | +0.063 pp | +0.067 pp | +25.7% |
| Dec 2024 | 0.187% | -0.001 pp | +0.006 pp | +0.087 pp | +0.066 pp | +28.5% |
| Nov 2024 | 0.189% | -0.002 pp | +0.004 pp | +0.090 pp | +0.070 pp | +32.9% |
| Oct 2024 | 0.191% | +0.009 pp | +0.060 pp | +0.056 pp | +0.072 pp | +31.5% |
| Sep 2024 | 0.181% | -0.003 pp | +0.081 pp | +0.055 pp | +0.053 pp | +14.8% |
| Aug 2024 | 0.185% | +0.054 pp | +0.086 pp | +0.059 pp | +0.053 pp | +12.4% |
| Jul 2024 | 0.131% | +0.030 pp | -0.004 pp | +0.003 pp | +0.039 pp | +11.0% |
| Jun 2024 | 0.100% | +0.001 pp | -0.026 pp | -0.021 pp | +0.002 pp | +7.6% |
| May 2024 | 0.099% | -0.036 pp | -0.027 pp | -0.019 pp | +0.007 pp | +13.9% |
| Apr 2024 | 0.135% | +0.009 pp | +0.008 pp | +0.016 pp | +0.002 pp | +3.1% |
| Mar 2024 | 0.126% | +0.000 pp | +0.004 pp | -0.003 pp | -0.017 pp | -10.6% |
| Feb 2024 | 0.126% | -0.002 pp | +0.008 pp | -0.005 pp | -0.016 pp | -9.9% |
| Jan 2024 | 0.127% | +0.006 pp | +0.009 pp | +0.036 pp | -0.013 pp | -6.9% |
| Dec 2023 | 0.122% | +0.003 pp | -0.007 pp | +0.024 pp | -0.017 pp | -11.3% |
| 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% |
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.