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%-5.63 ppApplication Software0.00%-3.19 ppSemiconductors0.00%-3.17 ppTechnology Hardware, Storage & Peripherals0.00%-1.76 ppIT Consulting & Other Services0.00%-1.58 ppCommunications Equipment0.00%-1.46 ppElectronic Equipment & Instruments0.00%-0.29 ppSemiconductor Materials & Equipment0.00%-0.27 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
-3.19 pp
Application Software · contribution
-3.187 pp
Company participation
13%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $170.2bn | 0.001% | -0.934 pp | -0.999 pp | +0.3% | No |
| Adobe Inc. → ADBE | United States | $213.1bn | 0.001% | -0.953 pp | -0.771 pp | +48.7% | No |
| Salesforce → CRM | United States | $175.6bn | 0.001% | -0.810 pp | -0.637 pp | +26.1% | No |
| Intuit → INTU | United States | $79.9bn | 0.000% | -0.393 pp | -0.382 pp | +11.3% | No |
| Autodesk → ADSK | United States | $51.8bn | 0.000% | -0.230 pp | -0.182 pp | +51.4% | No |
| Cadence Design Systems → CDNS | United States | $30.5bn | 0.000% | -0.127 pp | -0.110 pp | +47.8% | No |
| Synopsys → SNPS | United States | $30.0bn | 0.000% | -0.132 pp | -0.106 pp | +50.1% | No |
| Tyler Technologies → TYL | United States | $14.4bn | 0.000% | +0.000 pp | +0.000 pp | +53.1% | 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.