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 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 IT Consulting & Other Services
IT Consulting & Other Services · weight
1.45%
Industry change · 12M
+0.60 pp
IT Consulting & Other Services · contribution
+0.602 pp
Company participation
25%
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 |
|---|---|---|---|---|---|---|---|
| Accenture → ACN | United States | $134.1bn | 0.658% | +0.007 pp | +0.337 pp | +51.2% | Yes |
| IBM → IBM | United States | $113.5bn | 0.557% | -0.097 pp | +0.204 pp | +23.6% | No |
| Cognizant → CTSH | United States | $34.0bn | 0.167% | -0.010 pp | +0.035 pp | -1.1% | No |
| Gartner → IT | United States | $13.8bn | 0.068% | -0.001 pp | +0.026 pp | +20.5% | 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.