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 & Peripherals8.38%+6.20 ppSystems Software7.03%-0.75 ppSemiconductor Materials & Equipment0.57%+0.28 ppCommunications Equipment0.94%-0.25 ppIT Consulting & Other Services1.33%-0.17 ppSemiconductors3.46%-0.16 ppInternet Services & Infrastructure0.15%-0.07 ppElectronic Components0.17%+0.06 ppElectronic Equipment & Instruments0.42%+0.05 ppApplication Software3.54%-0.04 ppElectronic Manufacturing Services0.16%+0.02 ppTechnology Distributors0.09%+0.00 pp
3 · Sub-industry
Inside IT Consulting & Other Services
IT Consulting & Other Services · weight
1.33%
Industry change · 12M
-0.17 pp
IT Consulting & Other Services · contribution
-0.168 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $121.2bn | 0.439% | +0.196 pp | -0.157 pp | +19.3% | Yes |
| Cognizant → CTSH | United States | $42.7bn | 0.155% | +0.055 pp | -0.024 pp | +40.5% | Yes |
| Accenture → ACN | United States | $184.7bn | 0.669% | +0.300 pp | +0.009 pp | +58.8% | Yes |
| Gartner → IT | United States | $17.4bn | 0.063% | +0.030 pp | +0.004 pp | +64.9% | 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.