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
Semiconductors1.78%-1.44 ppSystems Software2.83%-1.44 ppApplication Software1.75%-1.03 ppIT Consulting & Other Services0.86%-0.88 ppCommunications Equipment0.82%-0.50 ppTechnology Hardware, Storage & Peripherals1.24%-0.45 ppSemiconductor Materials & Equipment0.12%-0.23 ppElectronic Manufacturing Services0.09%-0.12 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 Application Software
Application Software · weight
1.75%
Industry change · 12M
-1.03 pp
Application Software · contribution
-1.034 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 |
|---|---|---|---|---|---|---|---|
| Oracle Corporation → ORCL | United States | $185.0bn | 0.627% | -0.480 pp | -0.591 pp | -4.2% | No |
| Adobe Inc. → ADBE | United States | $120.0bn | 0.407% | -0.292 pp | -0.153 pp | +23.0% | No |
| Salesforce → CRM | United States | $103.8bn | 0.352% | -0.235 pp | -0.117 pp | +20.5% | No |
| Intuit → INTU | United States | $54.6bn | 0.185% | -0.121 pp | -0.060 pp | +26.5% | No |
| Autodesk → ADSK | United States | $28.3bn | 0.096% | -0.068 pp | -0.049 pp | +11.8% | No |
| Synopsys → SNPS | United States | $13.3bn | 0.045% | -0.033 pp | -0.033 pp | -3.3% | No |
| Cadence Design Systems → CDNS | United States | $12.6bn | 0.043% | -0.030 pp | -0.030 pp | -0.6% | 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.