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 IT Consulting & Other Services
IT Consulting & Other Services · weight
1.39%
Industry change · 12M
+0.65 pp
IT Consulting & Other Services · contribution
+0.648 pp
Company participation
50%
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 |
|---|---|---|---|---|---|---|---|
| Accenture → ACN | United States | $225.2bn | 0.758% | -0.006 pp | +0.388 pp | +47.8% | No |
| IBM → IBM | United States | $119.8bn | 0.403% | +0.045 pp | +0.160 pp | +23.2% | Yes |
| Cognizant → CTSH | United States | $44.9bn | 0.151% | +0.014 pp | +0.051 pp | +11.0% | Yes |
| Gartner → IT | United States | $24.2bn | 0.081% | -0.011 pp | +0.049 pp | +93.5% | 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.