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 & Peripherals4.23%+4.22 ppSystems Software3.55%+3.55 ppSemiconductors1.93%+1.92 ppApplication Software1.77%+1.76 ppIT Consulting & Other Services0.68%+0.68 ppCommunications Equipment0.52%+0.52 ppSemiconductor Materials & Equipment0.31%+0.31 ppElectronic Equipment & Instruments0.22%+0.22 ppElectronic Manufacturing Services0.08%+0.08 ppInternet Services & Infrastructure0.08%+0.08 ppElectronic Components0.08%+0.07 ppTechnology Distributors0.05%+0.05 pp
3 · Sub-industry
Inside Internet Services & Infrastructure
Internet Services & Infrastructure · weight
0.08%
Industry change · 12M
+0.08 pp
Internet Services & Infrastructure · contribution
+0.076 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $22.5bn | 0.044% | -0.056 pp | +0.044 pp | +10.4% | No |
| Akamai Technologies → AKAM | United States | $16.6bn | 0.033% | -0.037 pp | +0.032 pp | +11.4% | 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.