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 Communications Equipment
Communications Equipment · weight
0.94%
Industry change · 12M
-0.22 pp
Communications Equipment · contribution
-0.219 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 |
|---|---|---|---|---|---|---|---|
| Cisco → CSCO | United States | $181.8bn | 0.772% | +0.771 pp | -0.196 pp | -1.8% | Yes |
| Motorola Solutions → MSI | United States | $29.1bn | 0.123% | +0.123 pp | -0.021 pp | +4.3% | Yes |
| F5, Inc. → FFIV | United States | $10.0bn | 0.043% | +0.043 pp | -0.002 pp | +11.7% | Yes |
| Arista Networks → ANET | United States | $1.3bn | 0.005% | +0.005 pp | +0.001 pp | +38.7% | 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.