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 IT Consulting & Other Services
IT Consulting & Other Services · weight
1.29%
Industry change · 12M
+1.29 pp
IT Consulting & Other Services · contribution
+1.289 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 |
|---|---|---|---|---|---|---|---|
| Accenture → ACN | United States | $179.7bn | 0.644% | +0.324 pp | +0.643 pp | +41.9% | Yes |
| IBM → IBM | United States | $122.8bn | 0.440% | +0.237 pp | +0.439 pp | +21.2% | Yes |
| Cognizant → CTSH | United States | $37.7bn | 0.135% | +0.057 pp | +0.135 pp | +36.7% | Yes |
| Gartner → IT | United States | $20.0bn | 0.071% | +0.040 pp | +0.071 pp | +90.5% | 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.