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›Internet Services & Infrastructure›Internet Services & Infrastructure
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Information Technology
Semiconductors3.65%+0.43 ppSystems Software4.69%+0.42 ppTechnology Hardware, Storage & Peripherals2.08%+0.39 ppApplication Software3.12%+0.33 ppCommunications Equipment1.39%+0.07 ppIT Consulting & Other Services1.70%-0.05 ppInternet Services & Infrastructure0.15%+0.03 ppElectronic Components0.16%-0.02 ppSemiconductor Materials & Equipment0.34%-0.01 ppElectronic Equipment & Instruments0.17%+0.01 ppElectronic Manufacturing Services0.20%-0.01 ppTechnology Distributors0.00%+0.00 pp
3 · Sub-industry
Inside Internet Services & Infrastructure
Internet Services & Infrastructure · weight
0.15%
Industry change · 12M
+0.03 pp
Internet Services & Infrastructure · contribution
+0.026 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 |
|---|---|---|---|---|---|---|---|
| Akamai Technologies → AKAM | United States | $12.9bn | 0.078% | +0.010 pp | +0.013 pp | +12.5% | Yes |
| Verisign → VRSN | United States | $12.7bn | 0.077% | +0.009 pp | +0.012 pp | +13.5% | 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.