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
Semiconductors3.41%+0.19 ppTechnology Hardware, Storage & Peripherals1.86%+0.17 ppSystems Software4.42%+0.16 ppApplication Software2.93%+0.14 ppCommunications Equipment1.45%+0.14 ppIT Consulting & Other Services1.79%+0.04 ppSemiconductor Materials & Equipment0.39%+0.04 ppElectronic Manufacturing Services0.22%+0.01 ppInternet Services & Infrastructure0.14%+0.01 ppElectronic Equipment & Instruments0.17%+0.01 ppElectronic Components0.17%-0.00 ppTechnology Distributors0.00%+0.00 pp
3 · Sub-industry
Inside IT Consulting & Other Services
IT Consulting & Other Services · weight
1.79%
Industry change · 12M
+0.04 pp
IT Consulting & Other Services · contribution
+0.044 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 |
|---|---|---|---|---|---|---|---|
| Accenture → ACN | United States | $102.6bn | 0.615% | +0.031 pp | +0.031 pp | +0.2% | Yes |
| Cognizant → CTSH | United States | $48.2bn | 0.289% | +0.027 pp | +0.027 pp | +5.4% | Yes |
| Gartner → IT | United States | $10.3bn | 0.062% | -0.010 pp | -0.010 pp | -18.3% | No |
| IBM → IBM | United States | $137.2bn | 0.822% | -0.004 pp | -0.004 pp | -3.9% | 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.