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
Universe›Information Technology›Technology Hardware, Storage & Peripherals›Technology Hardware, Storage & Peripherals
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 Technology Hardware, Storage & Peripherals
Technology Hardware, Storage & Peripherals · weight
0.00%
Industry change · 12M
-1.76 pp
Technology Hardware, Storage & Peripherals · contribution
-1.756 pp
Company participation
0%
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 |
|---|---|---|---|---|---|---|---|
| Apple Inc. → AAPL | United States | $454.3bn | 0.002% | -1.796 pp | -1.279 pp | +101.9% | No |
| HP Inc. → HPQ | United States | $25.1bn | 0.000% | -0.124 pp | -0.169 pp | -13.4% | No |
| Hewlett Packard Enterprise → HPE | United States | $12.7bn | 0.000% | -0.072 pp | -0.102 pp | -28.8% | No |
| NetApp → NTAP | United States | $9.8bn | 0.000% | -0.054 pp | -0.075 pp | -21.2% | No |
| Seagate Technology → STX | United States | $11.6bn | 0.000% | -0.072 pp | -0.068 pp | +2.8% | No |
| Western Digital → WDC | United States | $9.8bn | 0.000% | -0.058 pp | -0.063 pp | -17.6% | 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.