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 & Peripherals9.73%+5.45 ppSystems Software7.95%+4.37 ppSemiconductors3.80%+1.96 ppApplication Software3.30%+1.52 ppIT Consulting & Other Services1.32%+0.69 ppCommunications Equipment1.01%+0.54 ppSemiconductor Materials & Equipment0.52%+0.24 ppElectronic Equipment & Instruments0.41%+0.20 ppElectronic Components0.16%+0.09 ppElectronic Manufacturing Services0.16%+0.07 ppInternet Services & Infrastructure0.14%+0.07 ppTechnology Distributors0.08%+0.04 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
3.30%
Industry change · 12M
+1.52 pp
Application Software · contribution
+1.523 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 | $220.6bn | 0.765% | -0.312 pp | +0.325 pp | +1.7% | No |
| Oracle Corporation → ORCL | United States | $202.9bn | 0.704% | -0.136 pp | +0.324 pp | +19.6% | No |
| Salesforce → CRM | United States | $207.4bn | 0.719% | -0.223 pp | +0.323 pp | -2.8% | No |
| Intuit → INTU | United States | $134.3bn | 0.466% | -0.158 pp | +0.252 pp | +22.2% | No |
| Synopsys → SNPS | United States | $47.8bn | 0.166% | -0.010 pp | +0.091 pp | +27.4% | No |
| Cadence Design Systems → CDNS | United States | $42.0bn | 0.146% | -0.020 pp | +0.067 pp | +7.3% | No |
| Autodesk → ADSK | United States | $48.4bn | 0.168% | -0.021 pp | +0.047 pp | -20.2% | No |
| PTC Inc. → PTC | United States | $13.0bn | 0.045% | +0.002 pp | +0.045 pp | -18.7% | No |
| Tyler Technologies → TYL | United States | $17.7bn | 0.061% | -0.010 pp | +0.024 pp | -7.6% | No |
| Trimble Inc. → TRMB | United States | $17.5bn | 0.061% | -0.012 pp | +0.024 pp | -5.9% | 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.