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
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 Internet Services & Infrastructure
Internet Services & Infrastructure · weight
0.07%
Industry change · 12M
+0.07 pp
Internet Services & Infrastructure · contribution
+0.075 pp
Company participation
0%
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 |
|---|---|---|---|---|---|---|---|
| Verisign → VRSN | United States | $21.9bn | 0.044% | -0.053 pp | +0.044 pp | +2.3% | No |
| Akamai Technologies → AKAM | United States | $15.4bn | 0.031% | -0.041 pp | +0.031 pp | +9.2% | 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.