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
Systems Software2.82%-1.45 ppSemiconductors1.92%-1.30 ppApplication Software1.80%-0.99 ppIT Consulting & Other Services0.95%-0.79 ppCommunications Equipment0.83%-0.48 ppTechnology Hardware, Storage & Peripherals1.26%-0.43 ppSemiconductor Materials & Equipment0.15%-0.20 ppElectronic Manufacturing Services0.10%-0.10 ppElectronic Components0.10%-0.08 ppElectronic Equipment & Instruments0.10%-0.06 ppInternet Services & Infrastructure0.10%-0.03 ppTechnology Distributors0.00%+0.00 pp
3 · Sub-industry
Inside IT Consulting & Other Services
IT Consulting & Other Services · weight
0.95%
Industry change · 12M
-0.79 pp
IT Consulting & Other Services · contribution
-0.793 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $127.8bn | 0.413% | -0.340 pp | -0.414 pp | -7.6% | No |
| Accenture → ACN | United States | $107.7bn | 0.348% | -0.254 pp | -0.236 pp | +6.1% | No |
| Cognizant → CTSH | United States | $45.5bn | 0.147% | -0.121 pp | -0.115 pp | +1.4% | No |
| Gartner → IT | United States | $13.6bn | 0.044% | -0.030 pp | -0.028 pp | +7.9% | 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.