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%-5.59 ppApplication Software0.00%-3.23 ppSemiconductors0.00%-2.97 ppTechnology Hardware, Storage & Peripherals0.00%-1.64 ppIT Consulting & Other Services0.00%-1.57 ppCommunications Equipment0.00%-1.49 ppElectronic Equipment & Instruments0.00%-0.29 ppSemiconductor Materials & Equipment0.00%-0.24 ppInternet Services & Infrastructure0.00%-0.21 ppElectronic Manufacturing Services0.00%-0.17 ppElectronic Components0.00%-0.15 ppTechnology Distributors0.00%+0.00 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
0.00%
Industry change · 12M
-3.23 pp
Application Software · contribution
-3.234 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $169.6bn | 0.001% | +0.000 pp | -1.006 pp | +8.2% | No |
| Adobe Inc. → ADBE | United States | $186.3bn | 0.001% | +0.000 pp | -0.769 pp | +42.7% | No |
| Salesforce → CRM | United States | $156.4bn | 0.001% | +0.000 pp | -0.679 pp | +15.4% | No |
| Intuit → INTU | United States | $75.7bn | 0.000% | +0.000 pp | -0.369 pp | +19.5% | No |
| Autodesk → ADSK | United States | $46.2bn | 0.000% | +0.000 pp | -0.205 pp | +30.7% | No |
| Cadence Design Systems → CDNS | United States | $25.5bn | 0.000% | +0.000 pp | -0.104 pp | +43.6% | No |
| Synopsys → SNPS | United States | $27.3bn | 0.000% | +0.000 pp | -0.101 pp | +55.4% | 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.