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

Financials14.2%+1.72 pp Information Technology28.5%+1.35 pp Consumer Discretionary7.8%+0.98 pp Energy2.5%+0.82 pp Materials3.2%+0.05 pp Real Estate3.2%+0.01 pp Health Care16.5%-0.40 pp Utilities3.0%-0.41 pp Communication Services3.9%-1.00 pp Consumer Staples7.0%-1.51 pp Industrials10.2%-1.61 pp

2 · Industry

Inside Information Technology

Systems Software8.50%+1.08 pp Technology Hardware, Storage & Peripherals8.56%-0.51 pp Application Software4.22%+0.40 pp Semiconductor Materials & Equipment0.53%+0.17 pp Communications Equipment0.98%+0.09 pp Semiconductors3.41%+0.08 pp Electronic Equipment & Instruments0.45%+0.05 pp Internet Services & Infrastructure0.14%-0.04 pp IT Consulting & Other Services1.35%+0.02 pp Electronic Manufacturing Services0.16%+0.01 pp Electronic Components0.14%+0.00 pp Technology Distributors0.09%+0.00 pp

3 · Sub-industry

Inside Electronic Equipment & Instruments

Electronic Equipment & Instruments0.45%+0.045 pp

Concentrated

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

View all contributions →

Electronic Equipment & Instruments · weight

0.45%

Industry change · 12M

+0.05 pp

Electronic Equipment & Instruments · contribution

+0.045 pp

Company participation

75%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Oct 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
Zebra Technologies → ZBRA	United States	$28.5bn	0.095%	-0.006 pp	+0.024 pp	+88.2%	No
Keysight Technologies → KEYS	United States	$33.2bn	0.111%	+0.007 pp	+0.018 pp	+71.7%	Yes
Teledyne Technologies → TDY	United States	$21.0bn	0.070%	+0.012 pp	+0.016 pp	+45.3%	Yes
Roper Technologies → ROP	United States	$51.4bn	0.172%	-0.006 pp	-0.012 pp	+32.1%	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.