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 Software5.79%+2.96 ppSemiconductors3.26%+1.48 ppApplication Software3.07%+1.32 ppTechnology Hardware, Storage & Peripherals1.90%+0.66 ppIT Consulting & Other Services1.45%+0.59 ppCommunications Equipment1.25%+0.43 ppElectronic Equipment & Instruments0.28%+0.18 ppSemiconductor Materials & Equipment0.30%+0.17 ppTechnology Distributors0.10%+0.10 ppInternet Services & Infrastructure0.19%+0.09 ppElectronic Manufacturing Services0.16%+0.07 ppElectronic Components0.14%+0.04 pp
3 · Sub-industry
Inside Internet Services & Infrastructure
Internet Services & Infrastructure · weight
0.19%
Industry change · 12M
+0.09 pp
Internet Services & Infrastructure · contribution
+0.091 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $22.3bn | 0.116% | -0.017 pp | +0.058 pp | +33.3% | No |
| Akamai Technologies → AKAM | United States | $14.3bn | 0.074% | -0.003 pp | +0.033 pp | +19.7% | 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.