Observatory · observe first

Follow the allocation change

Matched S&P 500 members → sector → industry → sub-industry → company. Each step uses the same percentage points.

Historical time machine

Historical observation

20182026

Universe›Information Technology›Electronic Equipment & Instruments›Electronic Equipment & Instruments

1 · Sector

Weight and 12M allocation change

Information Technology17.0%+0.98 pp Energy5.1%+0.38 pp Utilities3.4%+0.28 pp Real Estate3.4%+0.12 pp Health Care16.8%+0.09 pp Consumer Discretionary7.1%+0.05 pp Materials2.1%-0.04 pp Communication Services3.3%-0.22 pp Financials18.2%-0.27 pp Industrials15.0%-0.59 pp Consumer Staples8.6%-0.79 pp

2 · Industry

Inside Information Technology

Technology Hardware, Storage & Peripherals1.99%+0.29 pp Systems Software4.52%+0.25 pp Application Software2.97%+0.18 pp Communications Equipment1.48%+0.17 pp Semiconductors3.33%+0.10 pp Electronic Components0.16%-0.02 pp Internet Services & Infrastructure0.14%+0.02 pp Electronic Manufacturing Services0.20%-0.01 pp IT Consulting & Other Services1.74%-0.01 pp Electronic Equipment & Instruments0.17%+0.00 pp Semiconductor Materials & Equipment0.35%-0.00 pp Technology Distributors0.00%+0.00 pp

3 · Sub-industry

Inside Electronic Equipment & Instruments

Electronic Equipment & Instruments0.17%+0.003 pp

Concentrated

Most of this industry's gains came from a few companies.

View all contributions →

Electronic Equipment & Instruments · weight

0.17%

Industry change · 12M

+0.00 pp

Electronic Equipment & Instruments · contribution

+0.003 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Apr 2018 · sorted by absolute contribution to 12-month change

Company	Country	Market cap	Universe weight	3M contribution	12M contribution	12M price return	Above 6M weight average
Roper Technologies → ROP	United States	$27.2bn	0.167%	+0.003 pp	+0.003 pp	-5.7%	No

Company contributions use weights among matched S&P 500 members and add through each level without rescaling. Companies without matched shares and prices are omitted. These observations do not establish official index weights or actual fund flows.