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 & Peripherals4.28%+4.27 ppSystems Software3.58%+3.57 ppSemiconductors1.83%+1.83 ppApplication Software1.78%+1.78 ppIT Consulting & Other Services0.63%+0.63 ppCommunications Equipment0.46%+0.46 ppSemiconductor Materials & Equipment0.29%+0.29 ppElectronic Equipment & Instruments0.21%+0.21 ppElectronic Manufacturing Services0.09%+0.09 ppInternet Services & Infrastructure0.07%+0.07 ppElectronic Components0.07%+0.07 ppTechnology Distributors0.04%+0.04 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
1.78%
Industry change · 12M
+1.78 pp
Application Software · contribution
+1.776 pp
Company participation
11%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 |
|---|---|---|---|---|---|---|---|
| Adobe Inc. → ADBE | United States | $220.0bn | 0.440% | -0.535 pp | +0.439 pp | +33.2% | No |
| Salesforce → CRM | United States | $198.1bn | 0.396% | -0.554 pp | +0.395 pp | +27.1% | No |
| Oracle Corporation → ORCL | United States | $189.9bn | 0.380% | -0.358 pp | +0.379 pp | +32.6% | No |
| Intuit → INTU | United States | $106.8bn | 0.214% | -0.179 pp | +0.213 pp | +47.8% | No |
| Autodesk → ADSK | United States | $60.7bn | 0.121% | -0.140 pp | +0.121 pp | +44.6% | No |
| Cadence Design Systems → CDNS | United States | $39.4bn | 0.079% | -0.059 pp | +0.079 pp | +113.3% | No |
| Synopsys → SNPS | United States | $37.4bn | 0.075% | -0.072 pp | +0.075 pp | +77.8% | No |
| Tyler Technologies → TYL | United States | $18.8bn | 0.038% | -0.036 pp | +0.038 pp | +47.9% | No |
| Trimble Inc. → TRMB | United States | $18.6bn | 0.037% | +0.037 pp | +0.037 pp | +87.8% | 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.