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
Universe›Information Technology›Internet Services & Infrastructure›Internet Services & Infrastructure
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 Internet Services & Infrastructure
Internet Services & Infrastructure · weight
0.14%
Industry change · 12M
+0.07 pp
Internet Services & Infrastructure · contribution
+0.067 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 |
|---|---|---|---|---|---|---|---|
| Verisign → VRSN | United States | $23.5bn | 0.082% | -0.008 pp | +0.038 pp | +10.1% | No |
| Akamai Technologies → AKAM | United States | $17.4bn | 0.060% | -0.002 pp | +0.029 pp | +14.6% | 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.