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 Software8.56%+1.53 ppTechnology Hardware, Storage & Peripherals9.55%+0.61 ppSemiconductors4.03%+0.58 ppApplication Software4.20%+0.53 ppSemiconductor Materials & Equipment0.59%+0.14 ppCommunications Equipment0.98%+0.04 ppElectronic Equipment & Instruments0.46%+0.03 ppInternet Services & Infrastructure0.15%-0.02 ppElectronic Manufacturing Services0.17%+0.01 ppTechnology Distributors0.09%+0.01 ppIT Consulting & Other Services1.35%-0.01 ppElectronic Components0.15%+0.01 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
4.20%
Industry change · 12M
+0.53 pp
Application Software · contribution
+0.528 pp
Company participation
70%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $184.7bn | 0.624% | +0.107 pp | +0.231 pp | +86.3% | Yes |
| Oracle Corporation → ORCL | United States | $248.5bn | 0.839% | +0.007 pp | +0.102 pp | +59.6% | Yes |
| Adobe Inc. → ADBE | United States | $318.7bn | 1.077% | +0.019 pp | +0.102 pp | +40.0% | Yes |
| Trimble Inc. → TRMB | United States | $21.6bn | 0.073% | -0.006 pp | +0.073 pp | +43.4% | No |
| Autodesk → ADSK | United States | $55.9bn | 0.189% | -0.039 pp | -0.072 pp | -9.3% | No |
| PTC Inc. → PTC | United States | $12.9bn | 0.044% | -0.008 pp | +0.044 pp | +1.6% | No |
| Synopsys → SNPS | United States | $52.0bn | 0.176% | +0.006 pp | +0.029 pp | +49.9% | Yes |
| Cadence Design Systems → CDNS | United States | $49.2bn | 0.166% | +0.015 pp | +0.028 pp | +52.6% | Yes |
| Salesforce → CRM | United States | $279.0bn | 0.943% | +0.074 pp | -0.007 pp | +15.9% | Yes |
| Tyler Technologies → TYL | United States | $21.3bn | 0.072% | +0.006 pp | -0.001 pp | +21.4% | 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.