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

Health Care17.9%+1.29 ppInformation Technology17.9%+0.79 ppUtilities3.9%+0.52 ppMaterials2.5%+0.42 ppReal Estate3.8%+0.41 ppCommunication Services3.6%+0.24 ppConsumer Discretionary7.2%+0.13 ppConsumer Staples9.1%-0.01 ppEnergy4.4%-0.26 ppIndustrials13.8%-1.36 ppFinancials16.0%-2.17 pp

2 · Industry

Inside Information Technology

Systems Software5.30%+0.89 ppApplication Software3.29%+0.39 ppSemiconductors3.21%-0.25 ppTechnology Hardware, Storage & Peripherals1.82%-0.21 ppSemiconductor Materials & Equipment0.24%-0.15 ppIT Consulting & Other Services1.65%-0.13 ppCommunications Equipment1.56%+0.13 ppElectronic Equipment & Instruments0.30%+0.12 ppElectronic Manufacturing Services0.16%-0.06 ppInternet Services & Infrastructure0.19%+0.05 ppElectronic Components0.17%+0.00 ppTechnology Distributors0.00%+0.00 pp

3 · Sub-industry

Inside Electronic Equipment & Instruments

Electronic Equipment & Instruments0.30%+0.121 pp
Concentrated

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

View all contributions →
Electronic Equipment & Instruments · weight
0.30%
Industry change · 12M
+0.12 pp
Electronic Equipment & Instruments · contribution
+0.121 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 2019 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Keysight Technologies →
KEYS
United States$16.4bn0.094%+0.053 pp+0.094 pp+66.4%Yes
Roper Technologies →
ROP
United States$35.4bn0.204%+0.105 pp+0.026 pp+22.6%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.