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 IT Consulting & Other Services
IT Consulting & Other Services · weight
0.00%
Industry change · 12M
-1.65 pp
IT Consulting & Other Services · contribution
-1.650 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 |
|---|---|---|---|---|---|---|---|
| IBM → IBM | United States | $94.2bn | 0.000% | -0.556 pp | -0.689 pp | -17.7% | No |
| Accenture → ACN | United States | $104.0bn | 0.001% | -0.658 pp | -0.644 pp | -5.7% | No |
| Cognizant → CTSH | United States | $25.5bn | 0.000% | -0.166 pp | -0.239 pp | -35.0% | No |
| Gartner → IT | United States | $8.9bn | 0.000% | -0.068 pp | -0.078 pp | -34.4% | 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.