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›Internet Services & Infrastructure›Internet Services & Infrastructure
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 Internet Services & Infrastructure
Internet Services & Infrastructure · weight
0.21%
Industry change · 12M
+0.05 pp
Internet Services & Infrastructure · contribution
+0.049 pp
Company participation
100%
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 |
|---|---|---|---|---|---|---|---|
| Verisign → VRSN | United States | $24.9bn | 0.134% | +0.010 pp | +0.054 pp | +52.2% | Yes |
| Akamai Technologies → AKAM | United States | $13.2bn | 0.071% | +0.004 pp | -0.005 pp | +9.4% | 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.