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 Technology33.3%+4.48 pp Financials11.4%+0.74 pp Consumer Staples7.3%+0.20 pp Utilities2.8%-0.07 pp Industrials9.8%-0.20 pp Real Estate2.7%-0.24 pp Materials2.6%-0.32 pp Communication Services2.4%-0.40 pp Energy2.6%-0.86 pp Consumer Discretionary10.9%-1.64 pp Health Care14.2%-1.69 pp

2 · Industry

Inside Information Technology

Semiconductors10.11%+6.51 pp Technology Hardware, Storage & Peripherals8.72%-0.94 pp Application Software3.32%-0.51 pp Systems Software7.90%-0.25 pp Communications Equipment0.77%-0.21 pp IT Consulting & Other Services1.16%-0.13 pp Electronic Components0.18%+0.05 pp Electronic Equipment & Instruments0.30%-0.05 pp Internet Services & Infrastructure0.14%+0.02 pp Technology Distributors0.07%-0.02 pp Semiconductor Materials & Equipment0.50%-0.01 pp Electronic Manufacturing Services0.14%+0.01 pp

3 · Sub-industry

Inside Electronic Equipment & Instruments

Electronic Equipment & Instruments0.30%-0.053 pp

Concentrated

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

View all contributions →

Electronic Equipment & Instruments · weight

0.30%

Industry change · 12M

-0.05 pp

Electronic Equipment & Instruments · contribution

-0.053 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Aug 2024 · 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	$59.4bn	0.144%	+0.035 pp	-0.026 pp	+11.7%	Yes
Teledyne Technologies → TDY	United States	$20.2bn	0.049%	+0.013 pp	-0.014 pp	+3.5%	Yes
Keysight Technologies → KEYS	United States	$26.7bn	0.065%	+0.018 pp	-0.011 pp	+15.6%	Yes
Zebra Technologies → ZBRA	United States	$17.8bn	0.043%	+0.012 pp	-0.002 pp	+25.6%	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.