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
Semiconductors1.74%-1.48 ppSystems Software2.88%-1.39 ppApplication Software1.76%-1.03 ppIT Consulting & Other Services0.89%-0.85 ppTechnology Hardware, Storage & Peripherals1.03%-0.67 ppCommunications Equipment0.82%-0.49 ppSemiconductor Materials & Equipment0.13%-0.22 ppElectronic Manufacturing Services0.09%-0.12 ppElectronic Components0.10%-0.08 ppInternet Services & Infrastructure0.10%-0.03 ppElectronic Equipment & Instruments0.14%-0.02 ppTechnology Distributors0.00%+0.00 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
1.76%
Industry change · 12M
-1.03 pp
Application Software · contribution
-1.028 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $184.7bn | 0.614% | -0.011 pp | -0.604 pp | -4.3% | No |
| Adobe Inc. → ADBE | United States | $122.5bn | 0.407% | -0.010 pp | -0.153 pp | +25.6% | No |
| Salesforce → CRM | United States | $109.2bn | 0.363% | -0.010 pp | -0.106 pp | +25.3% | No |
| Intuit → INTU | United States | $55.7bn | 0.185% | +0.002 pp | -0.060 pp | +28.6% | No |
| Autodesk → ADSK | United States | $31.6bn | 0.105% | -0.004 pp | -0.040 pp | +25.0% | No |
| Synopsys → SNPS | United States | $13.7bn | 0.045% | -0.004 pp | -0.033 pp | -0.7% | No |
| Cadence Design Systems → CDNS | United States | $12.7bn | 0.042% | -0.001 pp | -0.030 pp | +0.4% | 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.