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 IT Consulting & Other Services
IT Consulting & Other Services · weight
1.54%
Industry change · 12M
-0.19 pp
IT Consulting & Other Services · contribution
-0.193 pp
Company participation
75%
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 |
|---|---|---|---|---|---|---|---|
| IBM → IBM | United States | $116.9bn | 0.630% | -0.059 pp | -0.114 pp | +3.4% | Yes |
| Cognizant → CTSH | United States | $36.1bn | 0.195% | -0.045 pp | -0.086 pp | -18.8% | No |
| Gartner → IT | United States | $14.5bn | 0.078% | -0.000 pp | +0.005 pp | +21.1% | Yes |
| Accenture → ACN | United States | $117.7bn | 0.635% | -0.010 pp | +0.002 pp | +14.9% | 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.