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 Software0.01%-5.08 ppApplication Software0.00%-3.31 ppSemiconductors0.00%-3.18 ppTechnology Hardware, Storage & Peripherals0.00%-1.73 ppIT Consulting & Other Services0.00%-1.59 ppCommunications Equipment0.00%-1.52 ppElectronic Equipment & Instruments0.00%-0.29 ppSemiconductor Materials & Equipment0.00%-0.24 ppInternet Services & Infrastructure0.00%-0.19 ppElectronic Components0.00%-0.18 ppElectronic Manufacturing Services0.00%-0.16 ppTechnology Distributors0.00%+0.00 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
0.00%
Industry change · 12M
-3.31 pp
Application Software · contribution
-3.309 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 |
|---|---|---|---|---|---|---|---|
| Oracle Corporation → ORCL | United States | $158.7bn | 0.001% | -0.929 pp | -1.084 pp | -3.5% | No |
| Adobe Inc. → ADBE | United States | $166.4bn | 0.001% | -0.754 pp | -0.741 pp | +31.5% | No |
| Salesforce → CRM | United States | $151.1bn | 0.001% | -0.719 pp | -0.725 pp | +4.1% | No |
| Intuit → INTU | United States | $69.3bn | 0.000% | -0.339 pp | -0.371 pp | +8.4% | No |
| Autodesk → ADSK | United States | $42.0bn | 0.000% | -0.200 pp | -0.207 pp | +17.1% | No |
| Cadence Design Systems → CDNS | United States | $18.5bn | 0.000% | -0.099 pp | -0.093 pp | +15.5% | No |
| Synopsys → SNPS | United States | $20.7bn | 0.000% | -0.107 pp | -0.088 pp | +35.7% | 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.