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 & Peripherals8.63%+8.63 ppSystems Software7.50%+7.49 ppApplication Software3.84%+3.84 ppSemiconductors3.43%+3.43 ppIT Consulting & Other Services1.32%+1.32 ppCommunications Equipment0.98%+0.98 ppSemiconductor Materials & Equipment0.56%+0.56 ppElectronic Equipment & Instruments0.44%+0.44 ppElectronic Manufacturing Services0.17%+0.17 ppElectronic Components0.16%+0.16 ppInternet Services & Infrastructure0.15%+0.15 ppTechnology Distributors0.09%+0.09 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
3.84%
Industry change · 12M
+3.84 pp
Application Software · contribution
+3.840 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $296.1bn | 1.015% | +0.135 pp | +1.014 pp | +39.9% | Yes |
| Oracle Corporation → ORCL | United States | $243.3bn | 0.834% | +0.042 pp | +0.833 pp | +59.7% | Yes |
| Salesforce → CRM | United States | $224.0bn | 0.768% | -0.001 pp | +0.767 pp | +24.2% | Yes |
| Intuit → INTU | United States | $144.8bn | 0.497% | +0.088 pp | +0.496 pp | +74.0% | Yes |
| Autodesk → ADSK | United States | $70.7bn | 0.242% | +0.010 pp | +0.242 pp | +35.8% | Yes |
| Synopsys → SNPS | United States | $43.9bn | 0.151% | +0.014 pp | +0.151 pp | +44.6% | Yes |
| Cadence Design Systems → CDNS | United States | $40.9bn | 0.140% | +0.007 pp | +0.140 pp | +35.1% | Yes |
| Trimble Inc. → TRMB | United States | $21.5bn | 0.074% | -0.001 pp | +0.074 pp | +92.1% | Yes |
| Tyler Technologies → TYL | United States | $20.1bn | 0.069% | +0.006 pp | +0.069 pp | +37.9% | Yes |
| PTC Inc. → PTC | United States | $15.8bn | 0.054% | -0.001 pp | +0.054 pp | +58.3% | 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.