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 Software5.97%+3.08 ppSemiconductors3.23%+1.49 ppApplication Software3.15%+1.39 ppTechnology Hardware, Storage & Peripherals1.96%+0.93 ppIT Consulting & Other Services1.47%+0.58 ppCommunications Equipment1.16%+0.34 ppSemiconductor Materials & Equipment0.30%+0.17 ppElectronic Equipment & Instruments0.29%+0.15 ppTechnology Distributors0.10%+0.10 ppInternet Services & Infrastructure0.18%+0.08 ppElectronic Manufacturing Services0.16%+0.07 ppElectronic Components0.13%+0.04 pp
3 · Sub-industry
Inside IT Consulting & Other Services
IT Consulting & Other Services · weight
1.47%
Industry change · 12M
+0.58 pp
IT Consulting & Other Services · contribution
+0.578 pp
Company participation
25%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $128.1bn | 0.646% | -0.041 pp | +0.297 pp | +23.8% | No |
| IBM → IBM | United States | $113.8bn | 0.573% | -0.051 pp | +0.215 pp | +13.4% | No |
| Cognizant → CTSH | United States | $35.1bn | 0.177% | -0.008 pp | +0.040 pp | -8.9% | No |
| Gartner → IT | United States | $14.4bn | 0.072% | +0.007 pp | +0.026 pp | +4.7% | 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.