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

Consumer Discretionary52.2%+52.24 ppInformation Technology13.5%+13.45 ppHealth Care8.1%+8.05 ppFinancials7.4%+7.34 ppIndustrials6.6%+6.58 ppConsumer Staples3.8%+3.78 ppCommunication Services2.4%+2.43 ppMaterials1.7%+1.66 ppReal Estate1.5%+1.53 ppEnergy1.2%+1.20 ppUtilities1.7%-98.26 pp

2 · Industry

Inside Information Technology

Technology Hardware, Storage & Peripherals4.23%+4.22 ppSystems Software3.55%+3.55 ppSemiconductors1.93%+1.92 ppApplication Software1.77%+1.76 ppIT Consulting & Other Services0.68%+0.68 ppCommunications Equipment0.52%+0.52 ppSemiconductor Materials & Equipment0.31%+0.31 ppElectronic Equipment & Instruments0.22%+0.22 ppElectronic Manufacturing Services0.08%+0.08 ppInternet Services & Infrastructure0.08%+0.08 ppElectronic Components0.08%+0.07 ppTechnology Distributors0.05%+0.05 pp

3 · Sub-industry

Inside Electronic Equipment & Instruments

Electronic Equipment & Instruments0.22%+0.215 pp
Concentrated

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

View all contributions →
Electronic Equipment & Instruments · weight
0.22%
Industry change · 12M
+0.22 pp
Electronic Equipment & Instruments · contribution
+0.215 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 2021 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Roper Technologies →
ROP
United States$42.3bn0.083%-0.100 pp+0.083 pp+30.1%No
Keysight Technologies →
KEYS
United States$26.7bn0.052%-0.047 pp+0.052 pp+71.4%No
Zebra Technologies →
ZBRA
United States$25.9bn0.051%-0.032 pp+0.051 pp+164.3%No
Teledyne Technologies →
TDY
United States$15.3bn0.030%-0.029 pp+0.030 pp+39.1%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.