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 Software5.73%+2.89 ppSemiconductors3.19%+1.32 ppApplication Software3.11%+1.30 ppIT Consulting & Other Services1.55%+0.60 ppTechnology Hardware, Storage & Peripherals1.81%+0.58 ppCommunications Equipment1.31%+0.50 ppElectronic Equipment & Instruments0.29%+0.20 ppSemiconductor Materials & Equipment0.28%+0.14 ppInternet Services & Infrastructure0.20%+0.10 ppTechnology Distributors0.09%+0.09 ppElectronic Manufacturing Services0.17%+0.07 ppElectronic Components0.14%+0.03 pp
3 · Sub-industry
Inside IT Consulting & Other Services
IT Consulting & Other Services · weight
1.55%
Industry change · 12M
+0.60 pp
IT Consulting & Other Services · contribution
+0.596 pp
Company participation
25%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 |
|---|---|---|---|---|---|---|---|
| Accenture → ACN | United States | $122.5bn | 0.651% | +0.016 pp | +0.305 pp | +15.0% | No |
| IBM → IBM | United States | $123.2bn | 0.654% | +0.024 pp | +0.234 pp | +0.9% | Yes |
| Cognizant → CTSH | United States | $33.3bn | 0.177% | -0.018 pp | +0.034 pp | -20.9% | No |
| Gartner → IT | United States | $12.9bn | 0.068% | -0.010 pp | +0.023 pp | -9.8% | 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.