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 Technology17.9%+7.83 ppFinancials16.1%+6.61 ppHealth Care16.1%+6.02 ppIndustrials13.5%+5.47 ppConsumer Staples9.2%+4.37 ppCommunication Services5.3%+3.38 ppMaterials3.3%+2.18 ppUtilities4.0%+2.09 ppReal Estate3.9%+2.04 ppEnergy3.6%+0.96 ppConsumer Discretionary7.1%-40.93 pp

2 · Industry

Inside Information Technology

Systems Software5.73%+2.89 ppSemiconductors3.19%+1.32 ppApplication Software3.11%+1.30 ppIT Consulting & Other Services1.55%+0.60 ppTechnology Hardware, Storage & Peripherals1.81%+0.58 ppCommunications Equipment1.31%+0.50 ppElectronic Equipment & Instruments0.29%+0.20 ppSemiconductor Materials & Equipment0.28%+0.14 ppInternet Services & Infrastructure0.20%+0.10 ppTechnology Distributors0.09%+0.09 ppElectronic Manufacturing Services0.17%+0.07 ppElectronic Components0.14%+0.03 pp

3 · Sub-industry

Inside Electronic Equipment & Instruments

Electronic Equipment & Instruments0.29%+0.196 pp
Concentrated

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

View all contributions →
Electronic Equipment & Instruments · weight
0.29%
Industry change · 12M
+0.20 pp
Electronic Equipment & Instruments · contribution
+0.196 pp
Company participation
50%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Roper Technologies →
ROP
United States$37.1bn0.197%-0.008 pp+0.099 pp+21.1%No
Keysight Technologies →
KEYS
United States$18.2bn0.097%+0.006 pp+0.097 pp+46.7%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.