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 & Peripherals8.94%+6.99 ppSystems Software7.03%+1.06 ppApplication Software3.67%+0.52 ppCommunications Equipment0.94%-0.22 ppSemiconductors3.45%+0.22 ppElectronic Equipment & Instruments0.43%+0.14 ppSemiconductor Materials & Equipment0.44%+0.14 ppIT Consulting & Other Services1.36%-0.11 ppTechnology Distributors0.08%-0.02 ppInternet Services & Infrastructure0.17%-0.01 ppElectronic Components0.14%+0.01 ppElectronic Manufacturing Services0.16%+0.00 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
3.67%
Industry change · 12M
+0.52 pp
Application Software · contribution
+0.523 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 |
|---|---|---|---|---|---|---|---|
| Salesforce → CRM | United States | $223.7bn | 0.950% | +0.949 pp | +0.230 pp | +50.9% | Yes |
| Adobe Inc. → ADBE | United States | $229.5bn | 0.975% | +0.974 pp | +0.220 pp | +54.6% | Yes |
| Oracle Corporation → ORCL | United States | $173.6bn | 0.737% | +0.736 pp | -0.193 pp | +4.6% | Yes |
| Tyler Technologies → TYL | United States | $17.2bn | 0.073% | +0.073 pp | +0.073 pp | +47.4% | Yes |
| Autodesk → ADSK | United States | $61.4bn | 0.261% | +0.261 pp | +0.061 pp | +54.9% | Yes |
| Intuit → INTU | United States | $92.5bn | 0.393% | +0.392 pp | +0.053 pp | +37.0% | Yes |
| Synopsys → SNPS | United States | $34.5bn | 0.147% | +0.146 pp | +0.040 pp | +61.3% | Yes |
| Cadence Design Systems → CDNS | United States | $32.4bn | 0.138% | +0.138 pp | +0.038 pp | +65.6% | 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.