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
2 · Industry
Inside Information Technology
Systems Software4.83%+0.56 ppTechnology Hardware, Storage & Peripherals2.02%+0.32 ppApplication Software3.01%+0.23 ppSemiconductors3.39%+0.17 ppIT Consulting & Other Services1.68%-0.06 ppInternet Services & Infrastructure0.18%+0.05 ppSemiconductor Materials & Equipment0.31%-0.04 ppCommunications Equipment1.34%+0.02 ppElectronic Equipment & Instruments0.18%+0.02 ppElectronic Manufacturing Services0.19%-0.02 ppElectronic Components0.18%+0.00 ppTechnology Distributors0.00%+0.00 pp
3 · Sub-industry
Inside Electronic Equipment & Instruments
Electronic Equipment & Instruments · weight
0.18%
Industry change · 12M
+0.02 pp
Electronic Equipment & Instruments · contribution
+0.018 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $31.1bn | 0.182% | +0.015 pp | +0.018 pp | +7.9% | Yes |
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.