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›Technology Hardware, Storage & Peripherals›Technology Hardware, Storage & Peripherals
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 Technology Hardware, Storage & Peripherals
Technology Hardware, Storage & Peripherals · weight
1.03%
Industry change · 12M
-0.67 pp
Technology Hardware, Storage & Peripherals · contribution
-0.666 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 |
|---|---|---|---|---|---|---|---|
| Apple Inc. → AAPL | United States | $211.9bn | 0.704% | -0.183 pp | -0.522 pp | +8.3% | No |
| HP Inc. → HPQ | United States | $36.4bn | 0.121% | -0.005 pp | +0.099 pp | +0.4% | No |
| Western Digital → WDC | United States | $9.9bn | 0.033% | -0.012 pp | -0.080 pp | -47.9% | No |
| Hewlett Packard Enterprise → HPE | United States | $22.1bn | 0.073% | -0.007 pp | -0.076 pp | -6.9% | No |
| Seagate Technology → STX | United States | $12.3bn | 0.041% | -0.009 pp | -0.049 pp | -19.2% | No |
| NetApp → NTAP | United States | $16.8bn | 0.056% | -0.017 pp | -0.038 pp | +10.2% | 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.