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
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 Technology Hardware, Storage & Peripherals
Technology Hardware, Storage & Peripherals · weight
0.96%
Industry change · 12M
-0.73 pp
Technology Hardware, Storage & Peripherals · contribution
-0.735 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 |
|---|---|---|---|---|---|---|---|
| Apple Inc. → AAPL | United States | $196.2bn | 0.647% | -0.249 pp | -0.579 pp | +0.9% | No |
| HP Inc. → HPQ | United States | $34.2bn | 0.113% | -0.017 pp | +0.091 pp | -3.2% | No |
| Western Digital → WDC | United States | $9.8bn | 0.032% | +0.000 pp | -0.081 pp | -47.7% | No |
| Hewlett Packard Enterprise → HPE | United States | $21.8bn | 0.072% | -0.004 pp | -0.077 pp | -2.5% | No |
| Seagate Technology → STX | United States | $12.7bn | 0.042% | +0.003 pp | -0.048 pp | -15.5% | No |
| NetApp → NTAP | United States | $16.1bn | 0.053% | -0.016 pp | -0.041 pp | +5.8% | 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.