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 & Peripherals2.02%+0.33 ppSemiconductors3.46%+0.24 ppSystems Software4.41%+0.14 ppApplication Software2.90%+0.11 ppCommunications Equipment1.43%+0.11 ppIT Consulting & Other Services1.78%+0.04 ppSemiconductor Materials & Equipment0.39%+0.04 ppInternet Services & Infrastructure0.14%+0.02 ppElectronic Equipment & Instruments0.18%+0.01 ppElectronic Manufacturing Services0.22%+0.01 ppElectronic Components0.17%-0.01 ppTechnology Distributors0.00%+0.00 pp
3 · Sub-industry
Inside IT Consulting & Other Services
IT Consulting & Other Services · weight
1.78%
Industry change · 12M
+0.04 pp
IT Consulting & Other Services · contribution
+0.041 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 |
|---|---|---|---|---|---|---|---|
| Cognizant → CTSH | United States | $47.3bn | 0.290% | +0.028 pp | +0.028 pp | +3.5% | Yes |
| Accenture → ACN | United States | $97.8bn | 0.600% | +0.016 pp | +0.016 pp | -4.5% | Yes |
| Gartner → IT | United States | $10.7bn | 0.066% | -0.006 pp | -0.006 pp | -15.2% | No |
| IBM → IBM | United States | $135.1bn | 0.829% | +0.003 pp | +0.003 pp | -5.4% | 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.