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 Technology26.8%+8.71 pp Materials3.2%-0.02 pp Consumer Discretionary6.8%-0.23 pp Communication Services5.0%-0.29 pp Health Care16.4%-0.39 pp Real Estate3.1%-0.54 pp Consumer Staples8.2%-0.62 pp Utilities3.0%-0.62 pp Industrials12.5%-1.18 pp Energy1.9%-1.53 pp Financials13.2%-3.30 pp

2 · Industry

Inside Information Technology

Technology Hardware, Storage & Peripherals8.94%+6.99 pp Systems Software7.03%+1.06 pp Application Software3.67%+0.52 pp Communications Equipment0.94%-0.22 pp Semiconductors3.45%+0.22 pp Electronic Equipment & Instruments0.43%+0.14 pp Semiconductor Materials & Equipment0.44%+0.14 pp IT Consulting & Other Services1.36%-0.11 pp Technology Distributors0.08%-0.02 pp Internet Services & Infrastructure0.17%-0.01 pp Electronic Components0.14%+0.01 pp Electronic Manufacturing Services0.16%+0.00 pp

3 · Sub-industry

Inside Internet Services & Infrastructure

Internet Services & Infrastructure0.17%-0.015 pp

Concentrated

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

View all contributions →

Internet Services & Infrastructure · weight

0.17%

Industry change · 12M

-0.01 pp

Internet Services & Infrastructure · contribution

-0.015 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
Verisign → VRSN	United States	$22.9bn	0.097%	+0.097 pp	-0.016 pp	+5.2%	Yes
Akamai Technologies → AKAM	United States	$16.9bn	0.072%	+0.071 pp	+0.001 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.