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 IT Consulting & Other Services
IT Consulting & Other Services · weight
0.63%
Industry change · 12M
+0.63 pp
IT Consulting & Other Services · contribution
+0.631 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 |
|---|---|---|---|---|---|---|---|
| Accenture → ACN | United States | $159.8bn | 0.319% | -0.354 pp | +0.319 pp | +41.1% | No |
| IBM → IBM | United States | $101.6bn | 0.203% | -0.244 pp | +0.203 pp | -3.6% | No |
| Cognizant → CTSH | United States | $39.0bn | 0.078% | -0.099 pp | +0.078 pp | +22.2% | No |
| Gartner → IT | United States | $15.9bn | 0.032% | -0.026 pp | +0.032 pp | +38.4% | 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.