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 Technology29.7%+2.54 pp Health Care16.7%+0.60 pp Energy2.3%+0.44 pp Real Estate3.4%+0.43 pp Consumer Discretionary7.8%+0.36 pp Utilities3.1%+0.17 pp Materials3.3%+0.15 pp Financials12.9%-0.47 pp Consumer Staples7.2%-0.68 pp Communication Services3.6%-1.42 pp Industrials10.0%-2.13 pp

2 · Industry

Inside Information Technology

Systems Software8.26%+1.30 pp Semiconductors3.90%+0.48 pp Technology Hardware, Storage & Peripherals9.72%+0.23 pp Semiconductor Materials & Equipment0.59%+0.14 pp Communications Equipment1.06%+0.13 pp IT Consulting & Other Services1.47%+0.12 pp Application Software3.73%+0.10 pp Electronic Equipment & Instruments0.45%+0.03 pp Internet Services & Infrastructure0.15%-0.02 pp Technology Distributors0.09%+0.01 pp Electronic Components0.14%+0.01 pp Electronic Manufacturing Services0.17%+0.01 pp

3 · Sub-industry

Inside Electronic Equipment & Instruments

Electronic Equipment & Instruments0.45%+0.031 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

+0.03 pp

Electronic Equipment & Instruments · contribution

+0.031 pp

Company participation

50%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Dec 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
Keysight Technologies → KEYS	United States	$37.8bn	0.121%	+0.015 pp	+0.022 pp	+56.3%	Yes
Zebra Technologies → ZBRA	United States	$31.8bn	0.102%	+0.005 pp	+0.019 pp	+54.9%	Yes
Roper Technologies → ROP	United States	$51.9bn	0.166%	+0.001 pp	-0.017 pp	+14.7%	No
Teledyne Technologies → TDY	United States	$20.4bn	0.065%	-0.005 pp	+0.007 pp	+11.5%	No

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.