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 IT Consulting & Other Services
IT Consulting & Other Services · weight
1.36%
Industry change · 12M
+1.36 pp
IT Consulting & Other Services · contribution
+1.358 pp
Company participation
50%
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 |
|---|---|---|---|---|---|---|---|
| Accenture → ACN | United States | $203.8bn | 0.715% | +0.053 pp | +0.715 pp | +43.4% | Yes |
| IBM → IBM | United States | $119.0bn | 0.418% | -0.024 pp | +0.417 pp | +20.1% | No |
| Cognizant → CTSH | United States | $39.0bn | 0.137% | +0.008 pp | +0.137 pp | +8.2% | No |
| Gartner → IT | United States | $25.4bn | 0.089% | +0.016 pp | +0.089 pp | +143.2% | 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.