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

Information Technology26.9%+26.90 pp Health Care15.8%+15.74 pp Industrials12.3%+12.31 pp Consumer Discretionary7.4%+7.35 pp Consumer Staples7.1%+7.09 pp Communication Services4.5%+4.49 pp Materials3.3%+3.27 pp Real Estate3.1%+3.13 pp Utilities3.0%+2.97 pp Energy2.4%+2.40 pp Financials14.3%-85.64 pp

2 · Industry

Inside Information Technology

Technology Hardware, Storage & Peripherals8.46%+8.46 pp Systems Software7.36%+7.35 pp Application Software3.73%+3.73 pp Semiconductors3.52%+3.51 pp IT Consulting & Other Services1.31%+1.31 pp Communications Equipment0.96%+0.96 pp Semiconductor Materials & Equipment0.59%+0.59 pp Electronic Equipment & Instruments0.43%+0.43 pp Electronic Components0.16%+0.16 pp Electronic Manufacturing Services0.16%+0.16 pp Internet Services & Infrastructure0.16%+0.16 pp Technology Distributors0.09%+0.09 pp

3 · Sub-industry

Inside Internet Services & Infrastructure

Internet Services & Infrastructure0.16%+0.157 pp

Concentrated

Most of this industry's gains came from a few companies.

View all contributions →

Internet Services & Infrastructure · weight

0.16%

Industry change · 12M

+0.16 pp

Internet Services & Infrastructure · contribution

+0.157 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jun 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	$25.6bn	0.091%	+0.047 pp	+0.090 pp	+10.1%	Yes
Akamai Technologies → AKAM	United States	$19.0bn	0.067%	+0.035 pp	+0.067 pp	+8.9%	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.