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 & Peripherals5.52%+3.40 ppSystems Software4.28%-2.28 ppSemiconductors2.09%-1.28 ppApplication Software2.08%-1.17 ppIT Consulting & Other Services0.74%-0.74 ppCommunications Equipment0.55%-0.60 ppElectronic Equipment & Instruments0.24%-0.10 ppInternet Services & Infrastructure0.10%-0.10 ppElectronic Manufacturing Services0.10%-0.06 ppTechnology Distributors0.05%-0.05 ppElectronic Components0.08%-0.04 ppSemiconductor Materials & Equipment0.28%-0.01 pp
3 · Sub-industry
Inside IT Consulting & Other Services
IT Consulting & Other Services · weight
0.74%
Industry change · 12M
-0.74 pp
IT Consulting & Other Services · contribution
-0.738 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2021 · 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 | $101.5bn | 0.243% | -0.207 pp | -0.357 pp | -12.8% | No |
| Accenture → ACN | United States | $154.1bn | 0.369% | -0.285 pp | -0.276 pp | +19.7% | No |
| Cognizant → CTSH | United States | $41.7bn | 0.100% | -0.081 pp | -0.066 pp | +28.7% | No |
| Gartner → IT | United States | $13.6bn | 0.032% | -0.018 pp | -0.038 pp | -5.5% | No |
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.