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 IT Consulting & Other Services
IT Consulting & Other Services · weight
1.34%
Industry change · 12M
+1.34 pp
IT Consulting & Other Services · contribution
+1.338 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 |
|---|---|---|---|---|---|---|---|
| Accenture → ACN | United States | $214.4bn | 0.717% | +0.073 pp | +0.716 pp | +42.1% | Yes |
| IBM → IBM | United States | $120.3bn | 0.402% | -0.038 pp | +0.402 pp | +19.7% | Yes |
| Cognizant → CTSH | United States | $40.1bn | 0.134% | -0.001 pp | +0.134 pp | +15.6% | Yes |
| Gartner → IT | United States | $25.8bn | 0.086% | +0.015 pp | +0.086 pp | +137.8% | 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.