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 & Peripherals7.86%+7.86 ppSystems Software6.89%+6.88 ppApplication Software3.57%+3.56 ppSemiconductors3.45%+3.45 ppIT Consulting & Other Services1.29%+1.29 ppCommunications Equipment0.97%+0.97 ppSemiconductor Materials & Equipment0.58%+0.58 ppElectronic Equipment & Instruments0.41%+0.41 ppElectronic Components0.17%+0.17 ppElectronic Manufacturing Services0.16%+0.16 ppInternet Services & Infrastructure0.16%+0.16 ppTechnology Distributors0.08%+0.08 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
3.57%
Industry change · 12M
+3.56 pp
Application Software · contribution
+3.565 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $241.2bn | 0.864% | +0.424 pp | +0.863 pp | +30.5% | Yes |
| Oracle Corporation → ORCL | United States | $227.1bn | 0.813% | +0.434 pp | +0.812 pp | +48.9% | Yes |
| Salesforce → CRM | United States | $219.3bn | 0.786% | +0.390 pp | +0.785 pp | +36.2% | Yes |
| Intuit → INTU | United States | $120.0bn | 0.430% | +0.216 pp | +0.429 pp | +52.2% | Yes |
| Autodesk → ADSK | United States | $62.8bn | 0.225% | +0.104 pp | +0.225 pp | +35.9% | Yes |
| Synopsys → SNPS | United States | $38.8bn | 0.139% | +0.064 pp | +0.139 pp | +40.6% | Yes |
| Cadence Design Systems → CDNS | United States | $35.4bn | 0.127% | +0.048 pp | +0.127 pp | +39.1% | Yes |
| Trimble Inc. → TRMB | United States | $19.5bn | 0.070% | +0.033 pp | +0.070 pp | +98.8% | Yes |
| Tyler Technologies → TYL | United States | $16.4bn | 0.059% | +0.021 pp | +0.059 pp | +7.4% | Yes |
| PTC Inc. → PTC | United States | $15.7bn | 0.056% | +0.056 pp | +0.056 pp | +75.6% | 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.