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 Technology27.9%+27.90 pp Health Care16.3%+16.24 pp Industrials12.0%+11.94 pp Consumer Discretionary7.1%+7.11 pp Consumer Staples7.0%+6.96 pp Communication Services4.3%+4.32 pp Materials3.3%+3.25 pp Real Estate3.2%+3.20 pp Utilities3.1%+3.05 pp Energy2.0%+2.04 pp Financials13.9%-86.02 pp

2 · Industry

Inside Information Technology

Technology Hardware, Storage & Peripherals8.76%+8.76 pp Systems Software7.76%+7.75 pp Application Software4.02%+4.02 pp Semiconductors3.50%+3.50 pp IT Consulting & Other Services1.34%+1.34 pp Communications Equipment1.02%+1.02 pp Semiconductor Materials & Equipment0.52%+0.52 pp Electronic Equipment & Instruments0.46%+0.46 pp Electronic Manufacturing Services0.16%+0.16 pp Electronic Components0.15%+0.15 pp Internet Services & Infrastructure0.14%+0.14 pp Technology Distributors0.09%+0.09 pp

3 · Sub-industry

Inside Electronic Equipment & Instruments

Electronic Equipment & Instruments0.46%+0.457 pp

Concentrated

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

View all contributions →

Electronic Equipment & Instruments · weight

0.46%

Industry change · 12M

+0.46 pp

Electronic Equipment & Instruments · contribution

+0.457 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

Company	Country	Market cap	Universe weight	3M contribution	12M contribution	12M price return	Above 6M weight average
Roper Technologies → ROP	United States	$50.9bn	0.170%	+0.001 pp	+0.170 pp	+13.7%	Yes
Keysight Technologies → KEYS	United States	$33.0bn	0.110%	+0.017 pp	+0.110 pp	+82.1%	Yes
Zebra Technologies → ZBRA	United States	$31.4bn	0.105%	+0.010 pp	+0.105 pp	+104.9%	Yes
Teledyne Technologies → TDY	United States	$21.6bn	0.072%	+0.017 pp	+0.072 pp	+47.8%	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.