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

Information Technology17.3%+1.25 pp Health Care17.2%+0.52 pp Energy5.0%+0.34 pp Utilities3.4%+0.20 pp Real Estate3.4%+0.18 pp Materials2.0%-0.09 pp Communication Services3.2%-0.22 pp Consumer Discretionary6.9%-0.22 pp Consumer Staples8.8%-0.59 pp Financials17.8%-0.67 pp Industrials14.9%-0.68 pp

2 · Industry

Inside Information Technology

Systems Software4.83%+0.56 pp Technology Hardware, Storage & Peripherals2.02%+0.32 pp Application Software3.01%+0.23 pp Semiconductors3.39%+0.17 pp IT Consulting & Other Services1.68%-0.06 pp Internet Services & Infrastructure0.18%+0.05 pp Semiconductor Materials & Equipment0.31%-0.04 pp Communications Equipment1.34%+0.02 pp Electronic Equipment & Instruments0.18%+0.02 pp Electronic Manufacturing Services0.19%-0.02 pp Electronic Components0.18%+0.00 pp Technology Distributors0.00%+0.00 pp

3 · Sub-industry

Inside Internet Services & Infrastructure

Internet Services & Infrastructure0.18%+0.049 pp

Concentrated

Most of this industry's gains came from a few companies.

View all contributions →

Internet Services & Infrastructure · weight

0.18%

Industry change · 12M

+0.05 pp

Internet Services & Infrastructure · contribution

+0.049 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jul 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	$17.7bn	0.103%	+0.033 pp	+0.039 pp	+26.4%	Yes
Akamai Technologies → AKAM	United States	$12.8bn	0.075%	+0.000 pp	+0.010 pp	+12.3%	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.