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%-5.72 ppSemiconductors0.00%-3.18 ppApplication Software0.00%-3.11 ppTechnology Hardware, Storage & Peripherals0.00%-1.81 ppIT Consulting & Other Services0.00%-1.55 ppCommunications Equipment0.00%-1.31 ppElectronic Equipment & Instruments0.00%-0.29 ppSemiconductor Materials & Equipment0.00%-0.28 ppInternet Services & Infrastructure0.00%-0.20 ppElectronic Manufacturing Services0.00%-0.17 ppElectronic Components0.00%-0.14 ppTechnology Distributors0.00%-0.09 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
0.00%
Industry change · 12M
-3.11 pp
Application Software · contribution
-3.106 pp
Company participation
13%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $179.5bn | 0.001% | -0.000 pp | -0.960 pp | +10.4% | No |
| Adobe Inc. → ADBE | United States | $235.3bn | 0.001% | +0.000 pp | -0.709 pp | +77.5% | No |
| Salesforce → CRM | United States | $228.7bn | 0.001% | +0.000 pp | -0.690 pp | +69.3% | No |
| Intuit → INTU | United States | $85.4bn | 0.000% | +0.000 pp | -0.367 pp | +23.6% | No |
| Autodesk → ADSK | United States | $50.7bn | 0.000% | -0.000 pp | -0.172 pp | +56.4% | No |
| Synopsys → SNPS | United States | $32.5bn | 0.000% | +0.000 pp | -0.109 pp | +55.9% | No |
| Cadence Design Systems → CDNS | United States | $29.7bn | 0.000% | +0.000 pp | -0.098 pp | +61.4% | No |
| Tyler Technologies → TYL | United States | $14.0bn | 0.000% | -0.000 pp | +0.000 pp | +32.8% | 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.