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
Semiconductors1.74%-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 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
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 |
|---|---|---|---|---|---|---|---|
| Akamai Technologies → AKAM | United States | $11.2bn | 0.037% | -0.004 pp | -0.027 pp | +2.6% | No |
| Verisign → VRSN | United States | $18.9bn | 0.063% | +0.000 pp | -0.002 pp | +35.8% | 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.