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
Semiconductors1.76%-1.46 ppSystems Software2.84%-1.43 ppApplication Software1.72%-1.07 ppIT Consulting & Other Services0.85%-0.90 ppTechnology Hardware, Storage & Peripherals0.97%-0.72 ppCommunications Equipment0.80%-0.51 ppSemiconductor Materials & Equipment0.12%-0.23 ppElectronic Manufacturing Services0.09%-0.11 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 IT Consulting & Other Services
IT Consulting & Other Services · weight
0.85%
Industry change · 12M
-0.90 pp
IT Consulting & Other Services · contribution
-0.897 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $98.8bn | 0.353% | -0.067 pp | -0.473 pp | -27.4% | No |
| Accenture → ACN | United States | $89.8bn | 0.321% | -0.024 pp | -0.263 pp | -10.7% | No |
| Cognizant → CTSH | United States | $36.8bn | 0.131% | -0.011 pp | -0.131 pp | -17.7% | No |
| Gartner → IT | United States | $11.6bn | 0.042% | -0.004 pp | -0.030 pp | -7.9% | 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.