Electronic Manufacturing Services
Electronic Manufacturing Services is gaining market weight. Lost weight for 1 consecutive month.
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
Jan 2018 – Mar 2022 · 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 |
|---|---|---|---|---|---|---|
| TE Connectivity → TEL | Electronic Manufacturing Services | United States | 0.144% | +0.060 pp | +2.8% | 0.0 |
Underlying monthly industry observations
| Month | Weight | 1M change | 3M change | 6M change | 12M change | Relative return · 12M |
|---|---|---|---|---|---|---|
| Mar 2022 | 0.144% | -0.017 pp | -0.025 pp | -0.014 pp | +0.060 pp | -3.6% |
| Feb 2022 | 0.161% | +0.004 pp | -0.009 pp | -0.004 pp | +0.075 pp | +3.1% |
| Jan 2022 | 0.157% | -0.012 pp | -0.003 pp | -0.009 pp | +0.061 pp | +6.0% |
| Dec 2021 | 0.169% | -0.001 pp | +0.011 pp | +0.011 pp | +0.007 pp | +13.9% |
| Nov 2021 | 0.170% | +0.010 pp | +0.005 pp | +0.009 pp | +0.010 pp | +14.5% |
| Oct 2021 | 0.160% | +0.002 pp | -0.006 pp | -0.001 pp | +0.009 pp | +11.9% |
| Sep 2021 | 0.158% | -0.007 pp | +0.000 pp | +0.074 pp | +0.158 pp | +12.3% |
| Aug 2021 | 0.165% | -0.001 pp | +0.004 pp | +0.079 pp | +0.165 pp | +22.8% |
| Jul 2021 | 0.166% | +0.008 pp | +0.005 pp | +0.070 pp | +0.166 pp | +26.2% |
| Jun 2021 | 0.158% | -0.003 pp | +0.074 pp | -0.004 pp | +0.157 pp | +21.0% |
| May 2021 | 0.161% | -0.000 pp | +0.075 pp | +0.000 pp | +0.160 pp | +19.9% |
| Apr 2021 | 0.161% | +0.077 pp | +0.066 pp | +0.010 pp | +0.024 pp | +27.2% |
| Mar 2021 | 0.084% | -0.002 pp | -0.079 pp | +0.083 pp | +0.083 pp | +35.2% |
| Feb 2021 | 0.086% | -0.009 pp | -0.074 pp | +0.086 pp | +0.086 pp | +23.0% |
| Jan 2021 | 0.095% | -0.067 pp | -0.056 pp | +0.095 pp | -0.057 pp | +13.3% |
| Dec 2020 | 0.162% | +0.002 pp | +0.162 pp | +0.162 pp | +0.005 pp | +10.8% |
| Nov 2020 | 0.160% | +0.009 pp | +0.160 pp | +0.160 pp | +0.004 pp | +9.2% |
| Oct 2020 | 0.151% | +0.151 pp | +0.151 pp | +0.014 pp | -0.005 pp | +5.0% |
| Sep 2020 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | -0.166 pp | -3.1% |
| Aug 2020 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | -0.166 pp | -7.2% |
| Jul 2020 | 0.000% | -0.000 pp | -0.137 pp | -0.152 pp | -0.165 pp | -8.4% |
| Jun 2020 | 0.000% | -0.000 pp | +0.000 pp | -0.157 pp | -0.174 pp | -14.8% |
| May 2020 | 0.000% | -0.137 pp | +0.000 pp | -0.156 pp | -0.165 pp | -6.7% |
| Apr 2020 | 0.137% | +0.137 pp | -0.015 pp | -0.019 pp | -0.042 pp | -17.0% |
| Mar 2020 | 0.000% | -0.000 pp | -0.157 pp | -0.166 pp | -0.157 pp | -10.5% |
| Feb 2020 | 0.000% | -0.152 pp | -0.156 pp | -0.167 pp | -0.161 pp | -1.2% |
| Jan 2020 | 0.152% | -0.005 pp | -0.005 pp | -0.013 pp | +0.061 pp | +0.7% |
| Dec 2019 | 0.157% | +0.001 pp | -0.009 pp | -0.017 pp | +0.065 pp | +2.2% |
| Nov 2019 | 0.156% | -0.000 pp | -0.010 pp | -0.009 pp | +0.069 pp | +8.3% |
| Oct 2019 | 0.157% | -0.010 pp | -0.008 pp | -0.023 pp | +0.068 pp | +7.6% |
| Sep 2019 | 0.166% | -0.000 pp | -0.008 pp | +0.009 pp | +0.069 pp | +6.6% |
| Aug 2019 | 0.167% | +0.001 pp | +0.001 pp | +0.005 pp | +0.064 pp | +1.7% |
| Jul 2019 | 0.165% | -0.009 pp | -0.014 pp | +0.075 pp | -0.025 pp | -2.0% |
| Jun 2019 | 0.174% | +0.009 pp | +0.017 pp | +0.081 pp | -0.017 pp | +2.5% |
| May 2019 | 0.165% | -0.014 pp | +0.004 pp | +0.078 pp | -0.033 pp | -6.6% |
| Apr 2019 | 0.180% | +0.022 pp | +0.089 pp | +0.090 pp | -0.018 pp | +0.6% |
| Mar 2019 | 0.157% | -0.004 pp | +0.064 pp | +0.060 pp | -0.058 pp | -19.7% |
| Feb 2019 | 0.161% | +0.071 pp | +0.074 pp | +0.058 pp | -0.056 pp | -18.4% |
| Jan 2019 | 0.090% | -0.002 pp | +0.001 pp | -0.100 pp | -0.115 pp | -13.3% |
| Dec 2018 | 0.093% | +0.005 pp | -0.005 pp | -0.099 pp | -0.113 pp | -12.5% |
| Nov 2018 | 0.088% | -0.001 pp | -0.015 pp | -0.110 pp | -0.118 pp | -17.4% |
| Oct 2018 | 0.089% | -0.009 pp | -0.101 pp | -0.108 pp | -0.116 pp | -18.3% |
| Sep 2018 | 0.098% | -0.005 pp | -0.094 pp | -0.118 pp | -0.108 pp | -11.8% |
| Aug 2018 | 0.103% | -0.087 pp | -0.095 pp | -0.114 pp | -0.102 pp | -7.5% |
| Jul 2018 | 0.190% | -0.001 pp | -0.007 pp | -0.015 pp | -0.015 pp | -5.4% |
| Jun 2018 | 0.191% | -0.006 pp | -0.024 pp | -0.014 pp | -0.014 pp | -6.1% |
| May 2018 | 0.198% | +0.000 pp | -0.019 pp | -0.008 pp | -0.008 pp | -3.5% |
| Apr 2018 | 0.197% | -0.018 pp | -0.008 pp | -0.008 pp | -0.008 pp | -4.9% |
| Mar 2018 | 0.215% | -0.002 pp | +0.010 pp | +0.010 pp | +0.010 pp | +4.0% |
| Feb 2018 | 0.217% | +0.012 pp | +0.012 pp | +0.012 pp | +0.012 pp | +5.7% |
| Jan 2018 | 0.205% | +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.