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
Systems Software2.70%-1.57 ppSemiconductors1.69%-1.54 ppApplication Software1.76%-1.03 ppIT Consulting & Other Services0.88%-0.86 ppTechnology Hardware, Storage & Peripherals0.96%-0.73 ppCommunications Equipment0.80%-0.52 ppSemiconductor Materials & Equipment0.14%-0.21 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 Communications Equipment
Communications Equipment · weight
0.80%
Industry change · 12M
-0.52 pp
Communications Equipment · contribution
-0.515 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2019 · 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 |
|---|---|---|---|---|---|---|---|
| Cisco → CSCO | United States | $212.6bn | 0.701% | -0.008 pp | -0.470 pp | +17.3% | No |
| Motorola Solutions → MSI | United States | $19.1bn | 0.063% | -0.004 pp | -0.029 pp | +19.7% | No |
| F5, Inc. → FFIV | United States | $9.8bn | 0.032% | -0.004 pp | -0.019 pp | +11.4% | No |
| Arista Networks → ANET | United States | $1.0bn | 0.003% | -0.000 pp | +0.003 pp | -22.1% | 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.