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 Distributors›All companies

1 · Sector

Weight and 12M allocation change

Consumer Discretionary49.1%+41.99 pp Materials1.4%-0.75 pp Utilities2.0%-1.14 pp Real Estate2.0%-1.19 pp Communication Services2.0%-1.50 pp Energy2.4%-2.25 pp Consumer Staples5.0%-4.42 pp Information Technology9.4%-6.70 pp Health Care9.9%-6.83 pp Industrials7.6%-7.95 pp Financials9.2%-9.26 pp

2 · Industry

Inside Information Technology

Systems Software2.70%-1.57 pp Semiconductors1.69%-1.54 pp Application Software1.76%-1.03 pp IT Consulting & Other Services0.88%-0.86 pp Technology Hardware, Storage & Peripherals0.96%-0.73 pp Communications Equipment0.80%-0.52 pp Semiconductor Materials & Equipment0.14%-0.21 pp Electronic Manufacturing Services0.09%-0.11 pp Electronic Components0.10%-0.08 pp Internet Services & Infrastructure0.10%-0.03 pp Electronic Equipment & Instruments0.14%-0.02 pp Technology Distributors0.00%+0.00 pp

3 · Sub-industry

Inside Technology Distributors

Mixed participation

Company contributions point in different directions.

View all contributions →

Technology Distributors · weight

0.00%

Industry change · 12M

+0.00 pp

undefined · contribution

+0.000 pp

Company participation

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

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.