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 Technology39.9%+2.38 pp Energy2.7%+0.38 pp Health Care10.6%+0.37 pp Materials2.0%-0.11 pp Industrials9.9%-0.12 pp Real Estate2.1%-0.17 pp Communication Services2.2%-0.23 pp Utilities2.5%-0.34 pp Consumer Discretionary11.3%-0.38 pp Consumer Staples5.9%-0.60 pp Financials10.9%-1.19 pp

2 · Industry

Inside Information Technology

Semiconductors17.20%+2.80 pp Technology Hardware, Storage & Peripherals9.09%+2.20 pp Systems Software7.02%-1.93 pp Application Software1.80%-1.89 pp Semiconductor Materials & Equipment1.53%+0.91 pp Communications Equipment1.55%+0.46 pp IT Consulting & Other Services0.62%-0.37 pp Electronic Components0.47%+0.22 pp Electronic Manufacturing Services0.23%+0.06 pp Electronic Equipment & Instruments0.24%-0.03 pp Internet Services & Infrastructure0.09%-0.03 pp Technology Distributors0.03%-0.02 pp

3 · Sub-industry

Inside Electronic Equipment & Instruments

Electronic Equipment & Instruments0.24%-0.035 pp

Concentrated

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

View all contributions →

Electronic Equipment & Instruments · weight

0.24%

Industry change · 12M

-0.03 pp

Electronic Equipment & Instruments · contribution

-0.035 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jul 2026 · 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	$38.8bn	0.068%	+0.018 pp	-0.057 pp	-28.2%	Yes
Keysight Technologies → KEYS	United States	$54.5bn	0.095%	+0.014 pp	+0.036 pp	+94.7%	Yes
Zebra Technologies → ZBRA	United States	$14.0bn	0.024%	+0.009 pp	-0.012 pp	-13.3%	Yes
Teledyne Technologies → TDY	United States	$30.4bn	0.053%	+0.012 pp	-0.001 pp	+19.0%	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.