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›Technology Hardware, Storage & Peripherals›Technology Hardware, Storage & Peripherals
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Information Technology
Technology Hardware, Storage & Peripherals1.99%+0.29 ppSystems Software4.52%+0.25 ppApplication Software2.97%+0.18 ppCommunications Equipment1.48%+0.17 ppSemiconductors3.33%+0.10 ppElectronic Components0.16%-0.02 ppInternet Services & Infrastructure0.14%+0.02 ppElectronic Manufacturing Services0.20%-0.01 ppIT Consulting & Other Services1.74%-0.01 ppElectronic Equipment & Instruments0.17%+0.00 ppSemiconductor Materials & Equipment0.35%-0.00 ppTechnology Distributors0.00%+0.00 pp
3 · Sub-industry
Inside Technology Hardware, Storage & Peripherals
Technology Hardware, Storage & Peripherals · weight
1.99%
Industry change · 12M
+0.29 pp
Technology Hardware, Storage & Peripherals · contribution
+0.294 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 |
|---|---|---|---|---|---|---|---|
| HP Inc. → HPQ | United States | $35.3bn | 0.217% | +0.195 pp | +0.195 pp | -7.3% | Yes |
| Apple Inc. → AAPL | United States | $209.6bn | 1.288% | +0.062 pp | +0.062 pp | -0.9% | No |
| NetApp → NTAP | United States | $17.8bn | 0.110% | +0.016 pp | +0.016 pp | +8.6% | Yes |
| Hewlett Packard Enterprise → HPE | United States | $26.5bn | 0.163% | +0.014 pp | +0.014 pp | +4.4% | No |
| Seagate Technology → STX | United States | $16.5bn | 0.101% | +0.012 pp | +0.012 pp | +6.0% | Yes |
| Western Digital → WDC | United States | $17.7bn | 0.109% | -0.005 pp | -0.005 pp | -11.0% | 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.