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 & Peripherals8.57%+8.57 ppSystems Software7.61%+7.60 ppApplication Software3.96%+3.96 ppSemiconductors3.51%+3.51 ppIT Consulting & Other Services1.36%+1.36 ppCommunications Equipment0.99%+0.99 ppSemiconductor Materials & Equipment0.52%+0.52 ppElectronic Equipment & Instruments0.44%+0.44 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
3.96%
Industry change · 12M
+3.96 pp
Application Software · contribution
+3.960 pp
Company participation
70%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $273.9bn | 0.962% | -0.023 pp | +0.961 pp | +17.4% | Yes |
| Salesforce → CRM | United States | $265.5bn | 0.932% | +0.134 pp | +0.931 pp | +7.9% | Yes |
| Oracle Corporation → ORCL | United States | $238.6bn | 0.838% | +0.070 pp | +0.837 pp | +48.3% | Yes |
| Intuit → INTU | United States | $147.3bn | 0.517% | +0.044 pp | +0.517 pp | +66.4% | Yes |
| Autodesk → ADSK | United States | $62.7bn | 0.220% | -0.007 pp | +0.220 pp | +23.4% | No |
| Synopsys → SNPS | United States | $45.7bn | 0.160% | +0.012 pp | +0.160 pp | +39.9% | Yes |
| Cadence Design Systems → CDNS | United States | $41.9bn | 0.147% | +0.012 pp | +0.147 pp | +42.0% | Yes |
| Trimble Inc. → TRMB | United States | $20.7bn | 0.073% | +0.000 pp | +0.073 pp | +68.9% | No |
| Tyler Technologies → TYL | United States | $18.7bn | 0.066% | +0.001 pp | +0.066 pp | +31.6% | Yes |
| PTC Inc. → PTC | United States | $14.1bn | 0.049% | -0.009 pp | +0.049 pp | +44.8% | No |
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.