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›Communications Equipment›Communications Equipment

1 · Sector

Weight and 12M allocation change

Information Technology27.9%+27.90 ppHealth Care16.3%+16.24 ppIndustrials12.0%+11.94 ppConsumer Discretionary7.1%+7.11 ppConsumer Staples7.0%+6.96 ppCommunication Services4.3%+4.32 ppMaterials3.3%+3.25 ppReal Estate3.2%+3.20 ppUtilities3.1%+3.05 ppEnergy2.0%+2.04 ppFinancials13.9%-86.02 pp

2 · Industry

Inside Information Technology

Technology Hardware, Storage & Peripherals8.76%+8.76 ppSystems Software7.76%+7.75 ppApplication Software4.02%+4.02 ppSemiconductors3.50%+3.50 ppIT Consulting & Other Services1.34%+1.34 ppCommunications Equipment1.02%+1.02 ppSemiconductor Materials & Equipment0.52%+0.52 ppElectronic Equipment & Instruments0.46%+0.46 ppElectronic Manufacturing Services0.16%+0.16 ppElectronic Components0.15%+0.15 ppInternet Services & Infrastructure0.14%+0.14 ppTechnology Distributors0.09%+0.09 pp

3 · Sub-industry

Inside Communications Equipment

Communications Equipment1.02%+1.016 pp
Concentrated

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

View all contributions →
Communications Equipment · weight
1.02%
Industry change · 12M
+1.02 pp
Communications Equipment · contribution
+1.016 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Cisco →
CSCO
United States$248.7bn0.832%+0.033 pp+0.831 pp+44.2%Yes
Motorola Solutions →
MSI
United States$41.4bn0.138%+0.013 pp+0.138 pp+60.3%Yes
F5, Inc. →
FFIV
United States$12.3bn0.041%+0.001 pp+0.041 pp+53.8%Yes
Arista Networks →
ANET
United States$1.8bn0.006%+0.000 pp+0.006 pp+65.4%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.