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 & Peripherals9.98%+4.46 ppSystems Software8.00%+3.72 ppSemiconductors3.71%+1.62 ppApplication Software3.54%+1.45 ppIT Consulting & Other Services1.39%+0.65 ppCommunications Equipment0.97%+0.42 ppSemiconductor Materials & Equipment0.52%+0.24 ppElectronic Equipment & Instruments0.42%+0.17 ppElectronic Components0.16%+0.08 ppElectronic Manufacturing Services0.16%+0.06 ppInternet Services & Infrastructure0.14%+0.05 ppTechnology Distributors0.09%+0.04 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
3.54%
Industry change · 12M
+1.45 pp
Application Software · contribution
+1.454 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2022 · 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 |
|---|---|---|---|---|---|---|---|
| Adobe Inc. → ADBE | United States | $252.0bn | 0.848% | -0.186 pp | +0.322 pp | +16.5% | No |
| Oracle Corporation → ORCL | United States | $216.7bn | 0.729% | -0.149 pp | +0.303 pp | +36.4% | No |
| Intuit → INTU | United States | $157.2bn | 0.529% | -0.042 pp | +0.301 pp | +54.5% | No |
| Salesforce → CRM | United States | $229.1bn | 0.771% | -0.209 pp | +0.276 pp | +3.1% | No |
| Synopsys → SNPS | United States | $47.6bn | 0.160% | -0.009 pp | +0.067 pp | +21.6% | No |
| Cadence Design Systems → CDNS | United States | $42.2bn | 0.142% | -0.018 pp | +0.055 pp | +16.7% | No |
| PTC Inc. → PTC | United States | $13.7bn | 0.046% | -0.004 pp | +0.046 pp | -12.5% | No |
| Autodesk → ADSK | United States | $54.9bn | 0.185% | -0.048 pp | +0.039 pp | -10.0% | No |
| Tyler Technologies → TYL | United States | $19.4bn | 0.065% | -0.009 pp | +0.024 pp | +12.1% | No |
| Trimble Inc. → TRMB | United States | $18.1bn | 0.061% | -0.013 pp | +0.021 pp | +9.5% | No |
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.