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 IT Consulting & Other Services
IT Consulting & Other Services · weight
0.86%
Industry change · 12M
-0.88 pp
IT Consulting & Other Services · contribution
-0.883 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 |
|---|---|---|---|---|---|---|---|
| IBM → IBM | United States | $100.3bn | 0.340% | -0.398 pp | -0.486 pp | -27.2% | No |
| Accenture → ACN | United States | $100.4bn | 0.340% | -0.252 pp | -0.244 pp | -0.1% | No |
| Cognizant → CTSH | United States | $40.0bn | 0.135% | -0.143 pp | -0.127 pp | -10.8% | No |
| Gartner → IT | United States | $13.4bn | 0.045% | -0.027 pp | -0.026 pp | +6.3% | 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.