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 IT Consulting & Other Services
IT Consulting & Other Services · weight
0.00%
Industry change · 12M
-1.59 pp
IT Consulting & Other Services · contribution
-1.586 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 |
|---|---|---|---|---|---|---|---|
| IBM → IBM | United States | $110.5bn | 0.000% | -0.573 pp | -0.681 pp | -1.4% | No |
| Accenture → ACN | United States | $115.0bn | 0.000% | -0.645 pp | -0.595 pp | +13.8% | No |
| Cognizant → CTSH | United States | $33.4bn | 0.000% | -0.177 pp | -0.236 pp | -13.0% | No |
| Gartner → IT | United States | $11.5bn | 0.000% | -0.072 pp | -0.074 pp | -9.1% | 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.