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 Technology28.6%+15.24 pp Health Care16.6%+8.70 pp Financials13.3%+6.14 pp Industrials10.2%+4.03 pp Consumer Staples7.5%+3.95 pp Energy3.1%+1.92 pp Real Estate3.2%+1.74 pp Utilities3.2%+1.64 pp Materials3.2%+1.62 pp Communication Services3.9%+1.42 pp Consumer Discretionary7.2%-46.41 pp

2 · Industry

Inside Information Technology

Technology Hardware, Storage & Peripherals9.73%+5.45 pp Systems Software7.95%+4.37 pp Semiconductors3.80%+1.96 pp Application Software3.30%+1.52 pp IT Consulting & Other Services1.32%+0.69 pp Communications Equipment1.01%+0.54 pp Semiconductor Materials & Equipment0.52%+0.24 pp Electronic Equipment & Instruments0.41%+0.20 pp Electronic Components0.16%+0.09 pp Electronic Manufacturing Services0.16%+0.07 pp Internet Services & Infrastructure0.14%+0.07 pp Technology Distributors0.08%+0.04 pp

3 · Sub-industry

Inside Electronic Equipment & Instruments

Electronic Equipment & Instruments0.41%+0.198 pp

Concentrated

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

View all contributions →

Electronic Equipment & Instruments · weight

0.41%

Industry change · 12M

+0.20 pp

Electronic Equipment & Instruments · contribution

+0.198 pp

Company participation

25%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Feb 2022 · 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	$47.3bn	0.164%	-0.001 pp	+0.085 pp	+19.3%	No
Keysight Technologies → KEYS	United States	$28.8bn	0.100%	-0.021 pp	+0.047 pp	+11.2%	No
Teledyne Technologies → TDY	United States	$20.3bn	0.070%	+0.005 pp	+0.043 pp	+15.7%	Yes
Zebra Technologies → ZBRA	United States	$21.9bn	0.076%	-0.030 pp	+0.023 pp	-17.2%	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.