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 Software7.77%+2.09 ppCommunications Equipment1.20%-0.37 ppTechnology Hardware, Storage & Peripherals2.18%+0.33 ppSemiconductors3.62%+0.26 ppApplication Software3.58%+0.24 ppIT Consulting & Other Services1.49%-0.13 ppTechnology Distributors0.09%+0.09 ppElectronic Equipment & Instruments0.37%+0.07 ppElectronic Components0.11%-0.05 ppElectronic Manufacturing Services0.14%-0.04 ppSemiconductor Materials & Equipment0.29%+0.03 ppInternet Services & Infrastructure0.22%+0.02 pp
3 · Sub-industry
Inside Electronic Equipment & Instruments
Electronic Equipment & Instruments · weight
0.37%
Industry change · 12M
+0.07 pp
Electronic Equipment & Instruments · contribution
+0.073 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 |
|---|---|---|---|---|---|---|---|
| Zebra Technologies → ZBRA | United States | $12.2bn | 0.068% | +0.005 pp | +0.068 pp | +8.8% | Yes |
| Keysight Technologies → KEYS | United States | $18.1bn | 0.101% | +0.015 pp | +0.010 pp | +11.2% | Yes |
| Roper Technologies → ROP | United States | $36.2bn | 0.203% | +0.007 pp | -0.005 pp | -4.7% | 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.