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 Software6.56%+3.86 ppSemiconductors3.36%+1.68 ppApplication Software3.25%+1.49 ppTechnology Hardware, Storage & Peripherals2.12%+1.16 ppIT Consulting & Other Services1.48%+0.60 ppCommunications Equipment1.15%+0.35 ppElectronic Equipment & Instruments0.35%+0.20 ppSemiconductor Materials & Equipment0.30%+0.16 ppInternet Services & Infrastructure0.19%+0.09 ppTechnology Distributors0.09%+0.09 ppElectronic Manufacturing Services0.15%+0.06 ppElectronic Components0.12%+0.02 pp
3 · Sub-industry
Inside IT Consulting & Other Services
IT Consulting & Other Services · weight
1.48%
Industry change · 12M
+0.60 pp
IT Consulting & Other Services · contribution
+0.600 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2020 · 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 | $130.7bn | 0.645% | +0.029 pp | +0.322 pp | +35.9% | No |
| IBM → IBM | United States | $121.7bn | 0.600% | +0.010 pp | +0.215 pp | +12.1% | Yes |
| Cognizant → CTSH | United States | $33.6bn | 0.166% | -0.008 pp | +0.033 pp | -10.8% | No |
| Gartner → IT | United States | $14.4bn | 0.071% | -0.001 pp | +0.030 pp | +18.3% | 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.