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
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 Internet Services & Infrastructure
Internet Services & Infrastructure · weight
0.10%
Industry change · 12M
-0.03 pp
Internet Services & Infrastructure · contribution
-0.029 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 |
|---|---|---|---|---|---|---|---|
| Akamai Technologies → AKAM | United States | $12.2bn | 0.042% | -0.033 pp | -0.023 pp | +7.9% | No |
| Verisign → VRSN | United States | $17.2bn | 0.058% | -0.045 pp | -0.006 pp | +24.0% | 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.