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 IT Consulting & Other Services
IT Consulting & Other Services · weight
1.47%
Industry change · 12M
+0.12 pp
IT Consulting & Other Services · contribution
+0.125 pp
Company participation
75%
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 |
|---|---|---|---|---|---|---|---|
| Accenture → ACN | United States | $264.1bn | 0.846% | +0.130 pp | +0.172 pp | +60.7% | Yes |
| IBM → IBM | United States | $119.9bn | 0.384% | -0.034 pp | -0.050 pp | +16.7% | No |
| Gartner → IT | United States | $27.5bn | 0.088% | -0.001 pp | +0.030 pp | +108.7% | Yes |
| Cognizant → CTSH | United States | $46.6bn | 0.149% | +0.012 pp | -0.028 pp | +9.6% | 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.