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%+8.09 ppFinancials16.2%+6.66 ppHealth Care16.5%+6.53 ppIndustrials13.4%+5.79 ppConsumer Staples9.0%+3.80 ppCommunication Services5.3%+3.36 ppMaterials3.2%+2.13 ppReal Estate3.8%+1.85 ppUtilities3.9%+1.83 ppEnergy3.5%+1.02 ppConsumer Discretionary7.1%-41.06 pp

2 · Industry

Inside Information Technology

Systems Software5.79%+2.96 ppSemiconductors3.26%+1.48 ppApplication Software3.07%+1.32 ppTechnology Hardware, Storage & Peripherals1.90%+0.66 ppIT Consulting & Other Services1.45%+0.59 ppCommunications Equipment1.25%+0.43 ppElectronic Equipment & Instruments0.28%+0.18 ppSemiconductor Materials & Equipment0.30%+0.17 ppTechnology Distributors0.10%+0.10 ppInternet Services & Infrastructure0.19%+0.09 ppElectronic Manufacturing Services0.16%+0.07 ppElectronic Components0.14%+0.04 pp

3 · Sub-industry

Inside Electronic Equipment & Instruments

Electronic Equipment & Instruments0.28%+0.182 pp
Concentrated

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

View all contributions →
Electronic Equipment & Instruments · weight
0.28%
Industry change · 12M
+0.18 pp
Electronic Equipment & Instruments · contribution
+0.182 pp
Company participation
50%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Keysight Technologies →
KEYS
United States$18.9bn0.099%+0.009 pp+0.099 pp+76.8%Yes
Roper Technologies →
ROP
United States$35.0bn0.183%-0.018 pp+0.084 pp+19.8%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.