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 IT Consulting & Other Services
IT Consulting & Other Services · weight
1.36%
Industry change · 12M
-0.11 pp
IT Consulting & Other Services · contribution
-0.112 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 |
|---|---|---|---|---|---|---|---|
| IBM → IBM | United States | $105.2bn | 0.447% | +0.446 pp | -0.127 pp | -3.3% | Yes |
| Accenture → ACN | United States | $158.7bn | 0.674% | +0.673 pp | +0.028 pp | +25.8% | Yes |
| Gartner → IT | United States | $13.6bn | 0.058% | +0.058 pp | -0.015 pp | -5.3% | Yes |
| Cognizant → CTSH | United States | $41.8bn | 0.177% | +0.177 pp | +0.001 pp | +23.5% | 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.