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%+15.12 pp Health Care17.0%+8.92 pp Financials12.8%+5.42 pp Consumer Staples7.5%+3.67 pp Industrials10.3%+3.67 pp Energy3.3%+2.11 pp Real Estate3.4%+1.82 pp Utilities3.4%+1.74 pp Materials3.3%+1.63 pp Communication Services3.6%+1.16 pp Consumer Discretionary7.0%-45.25 pp

2 · Industry

Inside Information Technology

Technology Hardware, Storage & Peripherals9.96%+5.74 pp Systems Software7.94%+4.39 pp Semiconductors3.63%+1.70 pp Application Software3.28%+1.51 pp IT Consulting & Other Services1.36%+0.68 pp Communications Equipment1.00%+0.48 pp Electronic Equipment & Instruments0.41%+0.20 pp Semiconductor Materials & Equipment0.50%+0.19 pp Internet Services & Infrastructure0.15%+0.07 pp Electronic Components0.14%+0.07 pp Electronic Manufacturing Services0.14%+0.06 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

50%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 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	$49.9bn	0.168%	+0.002 pp	+0.085 pp	+17.7%	Yes
Teledyne Technologies → TDY	United States	$22.3bn	0.075%	+0.010 pp	+0.045 pp	+14.3%	Yes
Keysight Technologies → KEYS	United States	$28.7bn	0.097%	-0.024 pp	+0.045 pp	+10.2%	No
Zebra Technologies → ZBRA	United States	$22.0bn	0.074%	-0.028 pp	+0.023 pp	-14.7%	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.