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%-5.61 ppApplication Software0.00%-3.20 ppSemiconductors0.00%-3.07 ppTechnology Hardware, Storage & Peripherals0.00%-1.71 ppIT Consulting & Other Services0.00%-1.54 ppCommunications Equipment0.00%-1.46 ppElectronic Equipment & Instruments0.00%-0.30 ppSemiconductor Materials & Equipment0.00%-0.25 ppInternet Services & Infrastructure0.00%-0.21 ppElectronic Manufacturing Services0.00%-0.17 ppElectronic Components0.00%-0.16 ppTechnology Distributors0.00%+0.00 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
0.00%
Industry change · 12M
-3.20 pp
Application Software · contribution
-3.196 pp
Company participation
13%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | -1.024 pp | -1.3% | No |
| Adobe Inc. → ADBE | United States | $208.8bn | 0.001% | +0.000 pp | -0.770 pp | +47.7% | No |
| Salesforce → CRM | United States | $168.8bn | 0.001% | +0.000 pp | -0.634 pp | +23.5% | No |
| Intuit → INTU | United States | $77.2bn | 0.000% | +0.000 pp | -0.365 pp | +14.2% | No |
| Autodesk → ADSK | United States | $52.4bn | 0.000% | +0.000 pp | -0.193 pp | +46.8% | No |
| Cadence Design Systems → CDNS | United States | $26.8bn | 0.000% | +0.000 pp | -0.107 pp | +35.5% | No |
| Synopsys → SNPS | United States | $29.4bn | 0.000% | +0.000 pp | -0.104 pp | +51.5% | No |
| Tyler Technologies → TYL | United States | $13.8bn | 0.000% | +0.000 pp | +0.000 pp | +60.6% | Yes |
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.