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
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 Internet Services & Infrastructure
Internet Services & Infrastructure · weight
0.15%
Industry change · 12M
+0.15 pp
Internet Services & Infrastructure · contribution
+0.150 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 |
|---|---|---|---|---|---|---|---|
| Verisign → VRSN | United States | $24.2bn | 0.083% | -0.006 pp | +0.083 pp | +2.2% | Yes |
| Akamai Technologies → AKAM | United States | $19.5bn | 0.067% | +0.003 pp | +0.067 pp | +6.7% | 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.