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
Systems Software4.83%+0.56 ppTechnology Hardware, Storage & Peripherals2.02%+0.32 ppApplication Software3.01%+0.23 ppSemiconductors3.39%+0.17 ppIT Consulting & Other Services1.68%-0.06 ppInternet Services & Infrastructure0.18%+0.05 ppSemiconductor Materials & Equipment0.31%-0.04 ppCommunications Equipment1.34%+0.02 ppElectronic Equipment & Instruments0.18%+0.02 ppElectronic Manufacturing Services0.19%-0.02 ppElectronic Components0.18%+0.00 ppTechnology Distributors0.00%+0.00 pp
3 · Sub-industry
Inside Technology Hardware, Storage & Peripherals
Technology Hardware, Storage & Peripherals · weight
2.02%
Industry change · 12M
+0.32 pp
Technology Hardware, Storage & Peripherals · contribution
+0.323 pp
Company participation
50%
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 |
|---|---|---|---|---|---|---|---|
| HP Inc. → HPQ | United States | $37.2bn | 0.217% | +0.000 pp | +0.195 pp | +0.1% | Yes |
| Apple Inc. → AAPL | United States | $233.8bn | 1.364% | +0.076 pp | +0.138 pp | +14.6% | Yes |
| NetApp → NTAP | United States | $20.4bn | 0.119% | +0.010 pp | +0.026 pp | +27.1% | Yes |
| Western Digital → WDC | United States | $15.9bn | 0.093% | -0.016 pp | -0.021 pp | -20.2% | No |
| Hewlett Packard Enterprise → HPE | United States | $23.4bn | 0.136% | -0.026 pp | -0.013 pp | -4.8% | No |
| Seagate Technology → STX | United States | $15.1bn | 0.088% | -0.013 pp | -0.002 pp | -2.6% | 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.