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 Technology32.5%+4.21 pp Financials12.6%+0.68 pp Utilities2.9%+0.21 pp Communication Services2.8%+0.07 pp Consumer Staples7.3%-0.17 pp Real Estate2.5%-0.21 pp Energy2.8%-0.42 pp Materials2.4%-0.51 pp Consumer Discretionary11.4%-0.59 pp Industrials9.8%-0.82 pp Health Care12.9%-2.46 pp

2 · Industry

Inside Information Technology

Semiconductors10.38%+6.07 pp Systems Software7.19%-1.88 pp Application Software3.16%-0.61 pp Technology Hardware, Storage & Peripherals8.20%+0.59 pp Communications Equipment1.02%+0.21 pp IT Consulting & Other Services1.19%-0.12 pp Electronic Components0.19%+0.06 pp Internet Services & Infrastructure0.15%+0.05 pp Technology Distributors0.05%-0.04 pp Electronic Equipment & Instruments0.30%-0.04 pp Electronic Manufacturing Services0.14%-0.04 pp Semiconductor Materials & Equipment0.55%-0.03 pp

3 · Sub-industry

Inside Electronic Equipment & Instruments

Electronic Equipment & Instruments0.30%-0.040 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

-0.04 pp

Electronic Equipment & Instruments · contribution

-0.040 pp

Company participation

50%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 2025 · 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	$63.3bn	0.150%	+0.024 pp	-0.016 pp	+5.7%	Yes
Keysight Technologies → KEYS	United States	$25.9bn	0.061%	-0.002 pp	-0.014 pp	-4.2%	No
Zebra Technologies → ZBRA	United States	$14.5bn	0.034%	-0.011 pp	-0.008 pp	-6.3%	No
Teledyne Technologies → TDY	United States	$23.3bn	0.055%	+0.006 pp	-0.001 pp	+15.9%	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.