Semiconductor Sector Weight in S&P 500 Hits Record 18.8%, Up Over 3x Since 2022

US500-0.22%
According to The Kobeissi Letter, on June 20, the semiconductor sector's weight in the S&P 500 reached a record 18.8% of total market capitalization. The figure has grown more than threefold since 2022, with the semiconductor index SOX gaining approximately 546% cumulatively over the same period. The semiconductor sector's current weighting has exceeded half of its peak during the 2000 internet bubble era.
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