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 Communications Equipment
Communications Equipment · weight
0.00%
Industry change · 12M
-1.30 pp
Communications Equipment · contribution
-1.300 pp
Company participation
0%
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 |
|---|---|---|---|---|---|---|---|
| Cisco → CSCO | United States | $178.3bn | 0.001% | -0.000 pp | -1.089 pp | -6.9% | No |
| Motorola Solutions → MSI | United States | $26.3bn | 0.000% | +0.000 pp | -0.163 pp | -13.1% | No |
| F5, Inc. → FFIV | United States | $8.1bn | 0.000% | -0.000 pp | -0.042 pp | +2.8% | No |
| Arista Networks → ANET | United States | $1.1bn | 0.000% | -0.000 pp | -0.006 pp | -1.4% | 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.