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%-5.81 ppApplication Software0.00%-3.23 ppSemiconductors0.00%-3.16 ppTechnology Hardware, Storage & Peripherals0.00%-1.73 ppIT Consulting & Other Services0.00%-1.56 ppCommunications Equipment0.00%-1.30 ppElectronic Equipment & Instruments0.00%-0.31 ppSemiconductor Materials & Equipment0.00%-0.27 ppInternet Services & Infrastructure0.00%-0.21 ppElectronic Manufacturing Services0.00%-0.17 ppElectronic Components0.00%-0.14 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
13%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $175.6bn | 0.001% | -0.000 pp | -0.944 pp | +11.9% | No |
| Adobe Inc. → ADBE | United States | $246.3bn | 0.001% | +0.000 pp | -0.750 pp | +80.4% | No |
| Salesforce → CRM | United States | $248.1bn | 0.001% | +0.000 pp | -0.743 pp | +74.7% | No |
| Intuit → INTU | United States | $90.4bn | 0.000% | +0.000 pp | -0.407 pp | +20.7% | No |
| Autodesk → ADSK | United States | $53.9bn | 0.000% | +0.000 pp | -0.170 pp | +72.0% | No |
| Synopsys → SNPS | United States | $33.6bn | 0.000% | +0.000 pp | -0.116 pp | +56.1% | No |
| Cadence Design Systems → CDNS | United States | $30.9bn | 0.000% | +0.000 pp | -0.104 pp | +62.0% | No |
| Tyler Technologies → TYL | United States | $13.9bn | 0.000% | +0.000 pp | +0.000 pp | +34.6% | 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.