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 & Peripherals8.76%+8.76 ppSystems Software7.76%+7.75 ppApplication Software4.02%+4.02 ppSemiconductors3.50%+3.50 ppIT Consulting & Other Services1.34%+1.34 ppCommunications Equipment1.02%+1.02 ppSemiconductor Materials & Equipment0.52%+0.52 ppElectronic Equipment & Instruments0.46%+0.46 ppElectronic Manufacturing Services0.16%+0.16 ppElectronic Components0.15%+0.15 ppInternet Services & Infrastructure0.14%+0.14 ppTechnology Distributors0.09%+0.09 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
4.02%
Industry change · 12M
+4.02 pp
Application Software · contribution
+4.017 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $316.2bn | 1.057% | +0.193 pp | +1.056 pp | +29.3% | Yes |
| Salesforce → CRM | United States | $259.7bn | 0.868% | +0.083 pp | +0.867 pp | -2.7% | Yes |
| Oracle Corporation → ORCL | United States | $248.9bn | 0.832% | +0.019 pp | +0.831 pp | +58.3% | Yes |
| Intuit → INTU | United States | $154.7bn | 0.517% | +0.087 pp | +0.517 pp | +64.9% | Yes |
| Autodesk → ADSK | United States | $68.2bn | 0.228% | +0.003 pp | +0.228 pp | +26.2% | Yes |
| Synopsys → SNPS | United States | $50.7bn | 0.169% | +0.030 pp | +0.169 pp | +50.1% | Yes |
| Cadence Design Systems → CDNS | United States | $45.2bn | 0.151% | +0.024 pp | +0.151 pp | +47.4% | Yes |
| Trimble Inc. → TRMB | United States | $23.7bn | 0.079% | +0.009 pp | +0.079 pp | +79.8% | Yes |
| Tyler Technologies → TYL | United States | $19.8bn | 0.066% | +0.007 pp | +0.066 pp | +40.7% | Yes |
| PTC Inc. → PTC | United States | $15.5bn | 0.052% | -0.004 pp | +0.052 pp | +44.0% | 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.