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

Information Technology26.2%+5.17 pp Consumer Discretionary7.6%+1.03 pp Industrials12.5%+0.98 pp Financials14.5%+0.40 pp Materials3.4%+0.25 pp Energy2.2%-0.33 pp Utilities3.2%-0.52 pp Real Estate3.1%-0.54 pp Communication Services4.6%-0.59 pp Consumer Staples7.1%-2.07 pp Health Care15.5%-3.78 pp

2 · Industry

Inside Information Technology

Technology Hardware, Storage & Peripherals8.38%+6.20 pp Systems Software7.03%-0.75 pp Semiconductor Materials & Equipment0.57%+0.28 pp Communications Equipment0.94%-0.25 pp IT Consulting & Other Services1.33%-0.17 pp Semiconductors3.46%-0.16 pp Internet Services & Infrastructure0.15%-0.07 pp Electronic Components0.17%+0.06 pp Electronic Equipment & Instruments0.42%+0.05 pp Application Software3.54%-0.04 pp Electronic Manufacturing Services0.16%+0.02 pp Technology Distributors0.09%+0.00 pp

3 · Sub-industry

Inside Electronic Equipment & Instruments

Electronic Equipment & Instruments0.42%+0.050 pp

Concentrated

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

View all contributions →

Electronic Equipment & Instruments · weight

0.42%

Industry change · 12M

+0.05 pp

Electronic Equipment & Instruments · contribution

+0.050 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Apr 2021 · 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
Teledyne Technologies → TDY	United States	$16.6bn	0.060%	+0.029 pp	+0.060 pp	+37.5%	Yes
Roper Technologies → ROP	United States	$46.8bn	0.170%	+0.071 pp	-0.033 pp	+31.6%	Yes
Zebra Technologies → ZBRA	United States	$26.1bn	0.095%	+0.045 pp	+0.026 pp	+112.4%	Yes
Keysight Technologies → KEYS	United States	$26.8bn	0.097%	+0.034 pp	-0.004 pp	+49.2%	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.