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 Technology25.6%+25.56 ppHealth Care15.7%+15.64 ppIndustrials12.8%+12.82 ppConsumer Discretionary7.4%+7.37 ppConsumer Staples7.2%+7.19 ppCommunication Services4.6%+4.56 ppMaterials3.5%+3.50 ppUtilities3.1%+3.09 ppReal Estate3.1%+3.08 ppEnergy2.4%+2.35 ppFinancials14.7%-85.17 pp

2 · Industry

Inside Information Technology

Technology Hardware, Storage & Peripherals7.86%+7.86 ppSystems Software6.89%+6.88 ppApplication Software3.57%+3.56 ppSemiconductors3.45%+3.45 ppIT Consulting & Other Services1.29%+1.29 ppCommunications Equipment0.97%+0.97 ppSemiconductor Materials & Equipment0.58%+0.58 ppElectronic Equipment & Instruments0.41%+0.41 ppElectronic Components0.17%+0.17 ppElectronic Manufacturing Services0.16%+0.16 ppInternet Services & Infrastructure0.16%+0.16 ppTechnology Distributors0.08%+0.08 pp

3 · Sub-industry

Inside Electronic Equipment & Instruments

Electronic Equipment & Instruments0.41%+0.414 pp
Concentrated

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

View all contributions →
Electronic Equipment & Instruments · weight
0.41%
Industry change · 12M
+0.41 pp
Electronic Equipment & Instruments · contribution
+0.414 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Roper Technologies →
ROP
United States$47.4bn0.170%+0.090 pp+0.169 pp+14.9%Yes
Zebra Technologies →
ZBRA
United States$26.6bn0.095%+0.042 pp+0.095 pp+90.2%Yes
Keysight Technologies →
KEYS
United States$26.2bn0.094%+0.041 pp+0.094 pp+31.7%Yes
Teledyne Technologies →
TDY
United States$15.5bn0.056%+0.028 pp+0.056 pp+12.1%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.