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 & Peripherals9.50%+7.43 ppSystems Software6.96%+0.91 ppApplication Software3.63%+0.57 ppCommunications Equipment0.93%-0.25 ppSemiconductor Materials & Equipment0.44%+0.13 ppIT Consulting & Other Services1.34%-0.11 ppElectronic Equipment & Instruments0.42%+0.08 ppSemiconductors3.42%+0.06 ppTechnology Distributors0.08%-0.02 ppInternet Services & Infrastructure0.17%-0.01 ppElectronic Manufacturing Services0.16%+0.00 ppElectronic Components0.13%+0.00 pp
3 · Sub-industry
Inside IT Consulting & Other Services
IT Consulting & Other Services · weight
1.34%
Industry change · 12M
-0.11 pp
IT Consulting & Other Services · contribution
-0.106 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $107.2bn | 0.434% | +0.434 pp | -0.123 pp | -1.2% | Yes |
| Accenture → ACN | United States | $166.4bn | 0.673% | +0.673 pp | +0.015 pp | +26.0% | Yes |
| Cognizant → CTSH | United States | $43.8bn | 0.177% | +0.177 pp | +0.011 pp | +33.9% | Yes |
| Gartner → IT | United States | $14.3bn | 0.058% | +0.058 pp | -0.010 pp | +4.0% | 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.