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%+83.96 pp Materials0.0%-2.85 pp Energy0.0%-3.56 pp Utilities0.0%-3.91 pp Real Estate0.0%-3.96 pp Communication Services0.0%-5.38 pp Consumer Discretionary0.0%-7.20 pp Consumer Staples0.0%-9.27 pp Industrials0.0%-13.40 pp Health Care0.0%-16.54 pp Information Technology0.0%-17.88 pp

2 · Industry

Inside Information Technology

Systems Software0.01%-5.81 pp Application Software0.00%-3.23 pp Semiconductors0.00%-3.16 pp Technology Hardware, Storage & Peripherals0.00%-1.73 pp IT Consulting & Other Services0.00%-1.56 pp Communications Equipment0.00%-1.30 pp Electronic Equipment & Instruments0.00%-0.31 pp Semiconductor Materials & Equipment0.00%-0.27 pp Internet Services & Infrastructure0.00%-0.21 pp Electronic Manufacturing Services0.00%-0.17 pp Electronic Components0.00%-0.14 pp Technology Distributors0.00%+0.00 pp

3 · Sub-industry

Inside Electronic Equipment & Instruments

Electronic Equipment & Instruments0.00%-0.306 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

-0.31 pp

Electronic Equipment & Instruments · contribution

-0.306 pp

Company participation

25%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Aug 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	$44.7bn	0.000%	-0.000 pp	-0.207 pp	+17.1%	No
Keysight Technologies → KEYS	United States	$18.4bn	0.000%	-0.000 pp	-0.099 pp	+1.7%	No
Zebra Technologies → ZBRA	United States	$15.3bn	0.000%	-0.000 pp	+0.000 pp	+39.8%	No
Teledyne Technologies → TDY	United States	$11.6bn	0.000%	+0.000 pp	+0.000 pp	+1.6%	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.