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
Systems Software4.67%+0.41 ppTechnology Hardware, Storage & Peripherals2.07%+0.37 ppSemiconductors3.49%+0.27 ppApplication Software3.04%+0.25 ppCommunications Equipment1.41%+0.09 ppSemiconductor Materials & Equipment0.31%-0.04 ppInternet Services & Infrastructure0.16%+0.03 ppElectronic Components0.16%-0.02 ppElectronic Manufacturing Services0.19%-0.01 ppIT Consulting & Other Services1.73%-0.01 ppElectronic Equipment & Instruments0.17%+0.01 ppTechnology Distributors0.00%+0.00 pp
3 · Sub-industry
Inside Internet Services & Infrastructure
Internet Services & Infrastructure · weight
0.16%
Industry change · 12M
+0.03 pp
Internet Services & Infrastructure · contribution
+0.027 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 |
|---|---|---|---|---|---|---|---|
| Verisign → VRSN | United States | $13.3bn | 0.081% | +0.010 pp | +0.016 pp | +19.6% | Yes |
| Akamai Technologies → AKAM | United States | $12.5bn | 0.076% | +0.002 pp | +0.011 pp | +9.3% | 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.