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 Distributors›All companies

1 · Sector

Weight and 12M allocation change

Consumer Discretionary47.4%+40.34 pp Materials1.1%-1.02 pp Utilities1.9%-1.24 pp Real Estate1.9%-1.31 pp Communication Services1.9%-1.52 pp Energy2.7%-2.03 pp Consumer Staples4.8%-4.53 pp Information Technology10.1%-5.91 pp Health Care9.9%-6.82 pp Industrials8.2%-7.41 pp Financials9.9%-8.55 pp

2 · Industry

Inside Information Technology

Systems Software2.82%-1.45 pp Semiconductors1.92%-1.30 pp Application Software1.80%-0.99 pp IT Consulting & Other Services0.95%-0.79 pp Communications Equipment0.83%-0.48 pp Technology Hardware, Storage & Peripherals1.26%-0.43 pp Semiconductor Materials & Equipment0.15%-0.20 pp Electronic Manufacturing Services0.10%-0.10 pp Electronic Components0.10%-0.08 pp Electronic Equipment & Instruments0.10%-0.06 pp Internet Services & Infrastructure0.10%-0.03 pp Technology Distributors0.00%+0.00 pp

3 · Sub-industry

Inside Technology Distributors

Mixed participation

Company contributions point in different directions.

View all contributions →

Technology Distributors · weight

0.00%

Industry change · 12M

+0.00 pp

undefined · contribution

+0.000 pp

Company participation

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

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.