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 Communications Equipment
Communications Equipment · weight
0.00%
Industry change · 12M
-1.49 pp
Communications Equipment · contribution
-1.492 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 |
|---|---|---|---|---|---|---|---|
| Cisco → CSCO | United States | $201.9bn | 0.001% | +0.000 pp | -1.296 pp | -5.2% | No |
| Motorola Solutions → MSI | United States | $23.0bn | 0.000% | +0.000 pp | -0.144 pp | -8.4% | No |
| F5, Inc. → FFIV | United States | $8.8bn | 0.000% | +0.000 pp | -0.046 pp | +9.7% | No |
| Arista Networks → ANET | United States | $1.1bn | 0.000% | +0.000 pp | -0.007 pp | -4.6% | 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.