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 & Peripherals1.99%+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 IT Consulting & Other Services
IT Consulting & Other Services · weight
1.74%
Industry change · 12M
-0.01 pp
IT Consulting & Other Services · contribution
-0.007 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 |
|---|---|---|---|---|---|---|---|
| IBM → IBM | United States | $127.2bn | 0.782% | -0.045 pp | -0.045 pp | -10.6% | No |
| Cognizant → CTSH | United States | $48.1bn | 0.296% | +0.033 pp | +0.033 pp | +5.2% | Yes |
| Accenture → ACN | United States | $96.3bn | 0.592% | +0.008 pp | +0.008 pp | -5.1% | No |
| Gartner → IT | United States | $11.0bn | 0.068% | -0.004 pp | -0.004 pp | -12.6% | 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.