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›Internet Services & Infrastructure›Internet Services & Infrastructure

1 · Sector

Weight and 12M allocation change

Information Technology27.2%+9.30 pp Health Care16.9%+0.36 pp Materials3.2%-0.04 pp Consumer Discretionary6.8%-0.33 pp Communication Services4.9%-0.41 pp Utilities3.4%-0.47 pp Consumer Staples8.5%-0.55 pp Real Estate3.2%-0.60 pp Industrials11.8%-1.61 pp Energy1.6%-1.86 pp Financials12.5%-3.80 pp

2 · Industry

Inside Information Technology

Technology Hardware, Storage & Peripherals9.08%+7.18 pp Systems Software7.41%+1.62 pp Application Software3.82%+0.75 pp Communications Equipment0.89%-0.36 pp Electronic Equipment & Instruments0.40%+0.12 pp IT Consulting & Other Services1.34%-0.12 pp Semiconductor Materials & Equipment0.36%+0.07 pp Semiconductors3.33%+0.07 pp Internet Services & Infrastructure0.18%-0.01 pp Technology Distributors0.08%-0.01 pp Electronic Manufacturing Services0.15%-0.01 pp Electronic Components0.14%-0.00 pp

3 · Sub-industry

Inside Internet Services & Infrastructure

Internet Services & Infrastructure0.18%-0.014 pp

Concentrated

Most of this industry's losses came from a few companies.

View all contributions →

Internet Services & Infrastructure · weight

0.18%

Industry change · 12M

-0.01 pp

Internet Services & Infrastructure · contribution

-0.014 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
Verisign → VRSN	United States	$21.8bn	0.103%	+0.103 pp	-0.013 pp	+0.4%	Yes
Akamai Technologies → AKAM	United States	$15.5bn	0.073%	+0.073 pp	-0.001 pp	+10.0%	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.