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 Software6.05%+3.21 ppSemiconductors3.36%+1.60 ppApplication Software3.06%+1.33 ppTechnology Hardware, Storage & Peripherals2.06%+1.09 ppIT Consulting & Other Services1.45%+0.60 ppCommunications Equipment1.18%+0.38 ppElectronic Equipment & Instruments0.34%+0.20 ppSemiconductor Materials & Equipment0.31%+0.18 ppTechnology Distributors0.10%+0.10 ppInternet Services & Infrastructure0.18%+0.08 ppElectronic Manufacturing Services0.16%+0.06 ppElectronic Components0.13%+0.03 pp
3 · Sub-industry
Inside Internet Services & Infrastructure
Internet Services & Infrastructure · weight
0.18%
Industry change · 12M
+0.08 pp
Internet Services & Infrastructure · contribution
+0.080 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $22.6bn | 0.111% | -0.008 pp | +0.047 pp | +29.9% | No |
| Akamai Technologies → AKAM | United States | $14.0bn | 0.068% | -0.012 pp | +0.033 pp | +41.4% | 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.