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%-5.29 ppApplication Software0.00%-3.29 ppSemiconductors0.00%-3.21 ppTechnology Hardware, Storage & Peripherals0.00%-1.81 ppIT Consulting & Other Services0.00%-1.65 ppCommunications Equipment0.00%-1.56 ppElectronic Equipment & Instruments0.00%-0.30 ppSemiconductor Materials & Equipment0.00%-0.24 ppInternet Services & Infrastructure0.00%-0.19 ppElectronic Components0.00%-0.17 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
-3.29 pp
Application Software · contribution
-3.287 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $152.4bn | 0.001% | -0.833 pp | -1.054 pp | -8.4% | No |
| Adobe Inc. → ADBE | United States | $153.3bn | 0.001% | -0.783 pp | -0.746 pp | +19.4% | No |
| Salesforce → CRM | United States | $128.9bn | 0.001% | -0.707 pp | -0.701 pp | -9.1% | No |
| Intuit → INTU | United States | $59.9bn | 0.000% | -0.334 pp | -0.389 pp | -11.4% | No |
| Autodesk → ADSK | United States | $34.3bn | 0.000% | -0.198 pp | -0.196 pp | +0.2% | No |
| Cadence Design Systems → CDNS | United States | $18.5bn | 0.000% | -0.095 pp | -0.102 pp | +4.0% | No |
| Synopsys → SNPS | United States | $19.3bn | 0.000% | -0.103 pp | -0.099 pp | +11.8% | 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.