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 Technology29.1%+12.97 ppHealth Care16.4%+6.67 ppFinancials13.7%+6.01 ppIndustrials10.0%+3.06 ppConsumer Staples7.4%+3.04 ppEnergy2.8%+1.70 ppReal Estate3.2%+1.49 ppUtilities3.1%+1.42 ppMaterials3.2%+1.41 ppCommunication Services3.7%+0.84 ppConsumer Discretionary7.5%-38.63 pp

2 · Industry

Inside Information Technology

Technology Hardware, Storage & Peripherals9.98%+4.46 ppSystems Software8.00%+3.72 ppSemiconductors3.71%+1.62 ppApplication Software3.54%+1.45 ppIT Consulting & Other Services1.39%+0.65 ppCommunications Equipment0.97%+0.42 ppSemiconductor Materials & Equipment0.52%+0.24 ppElectronic Equipment & Instruments0.42%+0.17 ppElectronic Components0.16%+0.08 ppElectronic Manufacturing Services0.16%+0.06 ppInternet Services & Infrastructure0.14%+0.05 ppTechnology Distributors0.09%+0.04 pp

3 · Sub-industry

Inside Electronic Equipment & Instruments

Electronic Equipment & Instruments0.42%+0.174 pp
Concentrated

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

View all contributions →
Electronic Equipment & Instruments · weight
0.42%
Industry change · 12M
+0.17 pp
Electronic Equipment & Instruments · contribution
+0.174 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jan 2022 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Roper Technologies →
ROP
United States$46.1bn0.155%-0.017 pp+0.056 pp+11.8%No
Zebra Technologies →
ZBRA
United States$27.2bn0.092%-0.004 pp+0.042 pp+31.3%No
Keysight Technologies →
KEYS
United States$30.9bn0.104%-0.007 pp+0.041 pp+19.2%No
Teledyne Technologies →
TDY
United States$19.7bn0.066%-0.004 pp+0.035 pp+18.0%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.