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 Communications Equipment
Communications Equipment · weight
0.99%
Industry change · 12M
+0.99 pp
Communications Equipment · contribution
+0.991 pp
Company participation
75%
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 |
|---|---|---|---|---|---|---|---|
| Cisco → CSCO | United States | $229.6bn | 0.806% | +0.017 pp | +0.805 pp | +42.6% | Yes |
| Motorola Solutions → MSI | United States | $39.3bn | 0.138% | +0.008 pp | +0.138 pp | +50.3% | Yes |
| F5, Inc. → FFIV | United States | $12.0bn | 0.042% | +0.003 pp | +0.042 pp | +61.9% | Yes |
| Arista Networks → ANET | United States | $1.6bn | 0.006% | -0.000 pp | +0.006 pp | +66.1% | 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.