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›Technology Distributors›Technology Distributors

1 · Sector

Weight and 12M allocation change

Information Technology26.9%+26.90 ppHealth Care15.8%+15.74 ppIndustrials12.3%+12.31 ppConsumer Discretionary7.4%+7.35 ppConsumer Staples7.1%+7.09 ppCommunication Services4.5%+4.49 ppMaterials3.3%+3.27 ppReal Estate3.1%+3.13 ppUtilities3.0%+2.97 ppEnergy2.4%+2.40 ppFinancials14.3%-85.64 pp

2 · Industry

Inside Information Technology

Technology Hardware, Storage & Peripherals8.46%+8.46 ppSystems Software7.36%+7.35 ppApplication Software3.73%+3.73 ppSemiconductors3.52%+3.51 ppIT Consulting & Other Services1.31%+1.31 ppCommunications Equipment0.96%+0.96 ppSemiconductor Materials & Equipment0.59%+0.59 ppElectronic Equipment & Instruments0.43%+0.43 ppElectronic Components0.16%+0.16 ppElectronic Manufacturing Services0.16%+0.16 ppInternet Services & Infrastructure0.16%+0.16 ppTechnology Distributors0.09%+0.09 pp

3 · Sub-industry

Inside Technology Distributors

Technology Distributors0.09%+0.086 pp
Concentrated

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

View all contributions →
Technology Distributors · weight
0.09%
Industry change · 12M
+0.09 pp
Technology Distributors · contribution
+0.086 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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
CDW Corporation →
CDW
United States$24.5bn0.086%+0.041 pp+0.086 pp+52.1%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.