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
Technology Hardware, Storage & Peripherals9.08%+7.18 ppSystems Software7.41%+1.62 ppApplication Software3.82%+0.75 ppCommunications Equipment0.89%-0.36 ppElectronic Equipment & Instruments0.40%+0.12 ppIT Consulting & Other Services1.34%-0.12 ppSemiconductor Materials & Equipment0.36%+0.07 ppSemiconductors3.33%+0.07 ppInternet Services & Infrastructure0.18%-0.01 ppTechnology Distributors0.08%-0.01 ppElectronic Manufacturing Services0.15%-0.01 ppElectronic Components0.14%-0.00 pp
3 · Sub-industry
Inside Communications Equipment
Communications Equipment · weight
0.89%
Industry change · 12M
-0.36 pp
Communications Equipment · contribution
-0.361 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $152.0bn | 0.720% | +0.719 pp | -0.332 pp | -21.8% | Yes |
| Motorola Solutions → MSI | United States | $26.8bn | 0.127% | +0.127 pp | -0.022 pp | -3.4% | Yes |
| F5, Inc. → FFIV | United States | $8.1bn | 0.039% | +0.038 pp | -0.007 pp | -7.7% | Yes |
| Arista Networks → ANET | United States | $1.0bn | 0.005% | +0.005 pp | -0.001 pp | -14.6% | 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.