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 Software5.62%+0.95 ppSemiconductors3.07%-0.43 ppTechnology Hardware, Storage & Peripherals1.71%-0.36 ppIT Consulting & Other Services1.54%-0.19 ppApplication Software3.20%+0.16 ppElectronic Equipment & Instruments0.30%+0.12 ppCommunications Equipment1.46%+0.06 ppSemiconductor Materials & Equipment0.25%-0.06 ppInternet Services & Infrastructure0.21%+0.05 ppElectronic Manufacturing Services0.17%-0.02 ppElectronic Components0.16%+0.00 ppTechnology Distributors0.00%+0.00 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
3.20%
Industry change · 12M
+0.16 pp
Application Software · contribution
+0.160 pp
Company participation
86%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 |
|---|---|---|---|---|---|---|---|
| Intuit → INTU | United States | $67.7bn | 0.365% | -0.024 pp | +0.047 pp | +29.0% | Yes |
| Adobe Inc. → ADBE | United States | $143.0bn | 0.771% | +0.024 pp | +0.047 pp | +20.9% | Yes |
| Oracle Corporation → ORCL | United States | $190.0bn | 1.024% | -0.030 pp | -0.040 pp | +31.4% | Yes |
| Cadence Design Systems → CDNS | United States | $19.9bn | 0.107% | +0.005 pp | +0.033 pp | +63.5% | Yes |
| Salesforce → CRM | United States | $117.7bn | 0.635% | -0.067 pp | +0.027 pp | +11.2% | No |
| Synopsys → SNPS | United States | $19.3bn | 0.104% | +0.005 pp | +0.027 pp | +50.4% | Yes |
| Autodesk → ADSK | United States | $35.8bn | 0.193% | -0.004 pp | +0.019 pp | +24.3% | 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.