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 Software8.26%+1.30 ppSemiconductors3.90%+0.48 ppTechnology Hardware, Storage & Peripherals9.72%+0.23 ppSemiconductor Materials & Equipment0.59%+0.14 ppCommunications Equipment1.06%+0.13 ppIT Consulting & Other Services1.47%+0.12 ppApplication Software3.73%+0.10 ppElectronic Equipment & Instruments0.45%+0.03 ppInternet Services & Infrastructure0.15%-0.02 ppTechnology Distributors0.09%+0.01 ppElectronic Components0.14%+0.01 ppElectronic Manufacturing Services0.17%+0.01 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
3.73%
Industry change · 12M
+0.10 pp
Application Software · contribution
+0.099 pp
Company participation
40%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $182.1bn | 0.583% | +0.066 pp | +0.180 pp | +70.3% | Yes |
| Adobe Inc. → ADBE | United States | $269.8bn | 0.864% | -0.097 pp | -0.107 pp | +13.4% | No |
| Autodesk → ADSK | United States | $61.9bn | 0.198% | -0.022 pp | -0.074 pp | -7.9% | No |
| Trimble Inc. → TRMB | United States | $21.9bn | 0.070% | -0.003 pp | +0.070 pp | +30.6% | No |
| PTC Inc. → PTC | United States | $14.3bn | 0.046% | -0.004 pp | +0.046 pp | +1.3% | No |
| Oracle Corporation → ORCL | United States | $232.9bn | 0.746% | -0.092 pp | -0.025 pp | +36.9% | No |
| Salesforce → CRM | United States | $250.3bn | 0.802% | -0.130 pp | -0.022 pp | +14.2% | No |
| Synopsys → SNPS | United States | $56.5bn | 0.181% | +0.021 pp | +0.021 pp | +42.1% | Yes |
| Cadence Design Systems → CDNS | United States | $51.6bn | 0.165% | +0.018 pp | +0.011 pp | +36.6% | Yes |
| Tyler Technologies → TYL | United States | $22.0bn | 0.071% | +0.005 pp | -0.001 pp | +23.2% | 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.