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
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Information Technology
Technology Hardware, Storage & Peripherals1.69%+0.00 ppIT Consulting & Other Services1.74%+0.00 ppApplication Software2.79%+0.00 ppSemiconductors3.22%+0.00 ppInternet Services & Infrastructure0.13%+0.00 ppSemiconductor Materials & Equipment0.35%+0.00 ppElectronic Components0.17%+0.00 ppCommunications Equipment1.31%+0.00 ppSystems Software4.27%+0.00 ppElectronic Equipment & Instruments0.16%+0.00 ppElectronic Manufacturing Services0.21%+0.00 ppTechnology Distributors0.00%+0.00 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
2.79%
Industry change · 12M
+0.00 pp
Application Software · contribution
+0.000 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2018 · 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 |
|---|---|---|---|---|---|---|---|
| Oracle Corporation → ORCL | United States | $213.6bn | 1.218% | +0.000 pp | +0.000 pp | +0.0% | No |
| Adobe Inc. → ADBE | United States | $98.2bn | 0.560% | +0.000 pp | +0.000 pp | +0.0% | No |
| Salesforce → CRM | United States | $82.3bn | 0.469% | +0.000 pp | +0.000 pp | +0.0% | No |
| Intuit → INTU | United States | $42.9bn | 0.245% | +0.000 pp | +0.000 pp | +0.0% | No |
| Autodesk → ADSK | United States | $25.5bn | 0.145% | +0.000 pp | +0.000 pp | +0.0% | No |
| Synopsys → SNPS | United States | $13.8bn | 0.079% | +0.000 pp | +0.000 pp | +0.0% | No |
| Cadence Design Systems → CDNS | United States | $12.7bn | 0.072% | +0.000 pp | +0.000 pp | +0.0% | 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.