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 Software6.56%+3.86 ppSemiconductors3.36%+1.68 ppApplication Software3.25%+1.49 ppTechnology Hardware, Storage & Peripherals2.12%+1.16 ppIT Consulting & Other Services1.48%+0.60 ppCommunications Equipment1.15%+0.35 ppElectronic Equipment & Instruments0.35%+0.20 ppSemiconductor Materials & Equipment0.30%+0.16 ppInternet Services & Infrastructure0.19%+0.09 ppTechnology Distributors0.09%+0.09 ppElectronic Manufacturing Services0.15%+0.06 ppElectronic Components0.12%+0.02 pp
3 · Sub-industry
Inside Electronic Equipment & Instruments
Electronic Equipment & Instruments · weight
0.35%
Industry change · 12M
+0.20 pp
Electronic Equipment & Instruments · contribution
+0.204 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2020 · 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 | $39.7bn | 0.196% | +0.013 pp | +0.099 pp | +35.5% | Yes |
| Zebra Technologies → ZBRA | United States | $12.9bn | 0.064% | +0.064 pp | +0.064 pp | +37.7% | Yes |
| Keysight Technologies → KEYS | United States | $17.5bn | 0.086% | -0.012 pp | +0.041 pp | +25.6% | 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.