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 IT Consulting & Other Services
IT Consulting & Other Services · weight
1.34%
Industry change · 12M
-0.12 pp
IT Consulting & Other Services · contribution
-0.116 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 |
|---|---|---|---|---|---|---|---|
| IBM → IBM | United States | $95.1bn | 0.450% | +0.450 pp | -0.140 pp | -12.4% | Yes |
| Accenture → ACN | United States | $138.2bn | 0.654% | +0.653 pp | +0.039 pp | +18.9% | Yes |
| Gartner → IT | United States | $10.7bn | 0.051% | +0.051 pp | -0.021 pp | -22.1% | Yes |
| Cognizant → CTSH | United States | $38.2bn | 0.181% | +0.181 pp | +0.007 pp | +18.8% | 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.