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
Systems Software8.50%+1.08 ppTechnology Hardware, Storage & Peripherals8.56%-0.51 ppApplication Software4.22%+0.40 ppSemiconductor Materials & Equipment0.53%+0.17 ppCommunications Equipment0.98%+0.09 ppSemiconductors3.41%+0.08 ppElectronic Equipment & Instruments0.45%+0.05 ppInternet Services & Infrastructure0.14%-0.04 ppIT Consulting & Other Services1.35%+0.02 ppElectronic Manufacturing Services0.16%+0.01 ppElectronic Components0.14%+0.00 ppTechnology Distributors0.09%+0.00 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
4.22%
Industry change · 12M
+0.40 pp
Application Software · contribution
+0.402 pp
Company participation
80%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 |
|---|---|---|---|---|---|---|---|
| Intuit → INTU | United States | $171.0bn | 0.571% | +0.074 pp | +0.181 pp | +100.0% | Yes |
| Oracle Corporation → ORCL | United States | $262.7bn | 0.877% | +0.043 pp | +0.079 pp | +73.6% | Yes |
| Trimble Inc. → TRMB | United States | $22.0bn | 0.073% | -0.000 pp | +0.073 pp | +81.5% | No |
| PTC Inc. → PTC | United States | $14.9bn | 0.050% | -0.004 pp | +0.050 pp | +51.8% | No |
| Salesforce → CRM | United States | $293.4bn | 0.980% | +0.212 pp | -0.021 pp | +29.0% | Yes |
| Adobe Inc. → ADBE | United States | $309.4bn | 1.034% | +0.018 pp | +0.018 pp | +45.5% | Yes |
| Synopsys → SNPS | United States | $50.8bn | 0.170% | +0.019 pp | +0.016 pp | +55.8% | Yes |
| Cadence Design Systems → CDNS | United States | $48.0bn | 0.160% | +0.020 pp | +0.016 pp | +58.3% | Yes |
| Autodesk → ADSK | United States | $69.8bn | 0.233% | -0.009 pp | -0.011 pp | +34.8% | Yes |
| Tyler Technologies → TYL | United States | $22.2bn | 0.074% | +0.005 pp | +0.001 pp | +41.3% | 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.