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 Software5.60%+0.92 ppSemiconductors2.97%-0.68 ppTechnology Hardware, Storage & Peripherals1.64%-0.44 ppIT Consulting & Other Services1.57%-0.12 ppApplication Software3.24%+0.12 ppElectronic Equipment & Instruments0.29%+0.12 ppCommunications Equipment1.49%+0.11 ppSemiconductor Materials & Equipment0.24%-0.11 ppInternet Services & Infrastructure0.21%+0.05 ppElectronic Manufacturing Services0.17%-0.03 ppElectronic Components0.15%-0.01 ppTechnology Distributors0.00%+0.00 pp
3 · Sub-industry
Inside Technology Hardware, Storage & Peripherals
Technology Hardware, Storage & Peripherals · weight
1.64%
Industry change · 12M
-0.44 pp
Technology Hardware, Storage & Peripherals · contribution
-0.436 pp
Company participation
83%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $201.4bn | 1.173% | -0.010 pp | -0.220 pp | -4.9% | Yes |
| Western Digital → WDC | United States | $8.2bn | 0.048% | -0.016 pp | -0.067 pp | -53.6% | No |
| HP Inc. → HPQ | United States | $28.1bn | 0.164% | -0.014 pp | -0.056 pp | -12.9% | Yes |
| Hewlett Packard Enterprise → HPE | United States | $18.4bn | 0.107% | -0.026 pp | -0.037 pp | -7.3% | Yes |
| Seagate Technology → STX | United States | $11.6bn | 0.067% | -0.009 pp | -0.031 pp | -21.6% | Yes |
| NetApp → NTAP | United States | $14.6bn | 0.085% | -0.008 pp | -0.026 pp | -11.4% | Yes |
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.