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

Financials99.9%+83.84 pp Materials0.0%-2.83 pp Real Estate0.0%-3.65 pp Utilities0.0%-3.72 pp Energy0.0%-3.92 pp Communication Services0.0%-4.89 pp Consumer Discretionary0.0%-7.01 pp Consumer Staples0.0%-8.80 pp Industrials0.0%-14.53 pp Health Care0.0%-16.83 pp Information Technology0.0%-17.67 pp

2 · Industry

Inside Information Technology

Systems Software0.01%-5.61 pp Application Software0.00%-3.20 pp Semiconductors0.00%-3.07 pp Technology Hardware, Storage & Peripherals0.00%-1.71 pp IT Consulting & Other Services0.00%-1.54 pp Communications Equipment0.00%-1.46 pp Electronic Equipment & Instruments0.00%-0.30 pp Semiconductor Materials & Equipment0.00%-0.25 pp Internet Services & Infrastructure0.00%-0.21 pp Electronic Manufacturing Services0.00%-0.17 pp Electronic Components0.00%-0.16 pp Technology Distributors0.00%+0.00 pp

3 · Sub-industry

Inside Electronic Equipment & Instruments

Electronic Equipment & Instruments0.00%-0.296 pp

Concentrated

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

View all contributions →

Electronic Equipment & Instruments · weight

0.00%

Industry change · 12M

-0.30 pp

Electronic Equipment & Instruments · contribution

-0.296 pp

Company participation

25%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jun 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	$40.5bn	0.000%	+0.000 pp	-0.205 pp	+6.6%	No
Keysight Technologies → KEYS	United States	$18.8bn	0.000%	+0.000 pp	-0.091 pp	+12.2%	No
Zebra Technologies → ZBRA	United States	$13.6bn	0.000%	+0.000 pp	+0.000 pp	+22.2%	No
Teledyne Technologies → TDY	United States	$11.4bn	0.000%	+0.000 pp	+0.000 pp	+13.5%	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.