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 & Peripherals9.96%+5.74 ppSystems Software7.94%+4.39 ppSemiconductors3.63%+1.70 ppApplication Software3.28%+1.51 ppIT Consulting & Other Services1.36%+0.68 ppCommunications Equipment1.00%+0.48 ppElectronic Equipment & Instruments0.41%+0.20 ppSemiconductor Materials & Equipment0.50%+0.19 ppInternet Services & Infrastructure0.15%+0.07 ppElectronic Components0.14%+0.07 ppElectronic Manufacturing Services0.14%+0.06 ppTechnology Distributors0.08%+0.04 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
3.28%
Industry change · 12M
+1.51 pp
Application Software · contribution
+1.514 pp
Company participation
10%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 |
|---|---|---|---|---|---|---|---|
| Oracle Corporation → ORCL | United States | $220.7bn | 0.743% | -0.003 pp | +0.347 pp | +19.7% | No |
| Salesforce → CRM | United States | $210.2bn | 0.707% | -0.094 pp | +0.326 pp | +0.2% | No |
| Adobe Inc. → ADBE | United States | $215.3bn | 0.725% | -0.140 pp | +0.280 pp | -4.2% | No |
| Intuit → INTU | United States | $136.0bn | 0.458% | -0.126 pp | +0.253 pp | +26.2% | No |
| Synopsys → SNPS | United States | $51.0bn | 0.172% | -0.009 pp | +0.098 pp | +34.5% | Yes |
| Cadence Design Systems → CDNS | United States | $45.6bn | 0.154% | -0.012 pp | +0.079 pp | +20.1% | No |
| PTC Inc. → PTC | United States | $12.6bn | 0.042% | -0.003 pp | +0.042 pp | -21.7% | No |
| Autodesk → ADSK | United States | $46.6bn | 0.157% | -0.041 pp | +0.038 pp | -22.7% | No |
| Tyler Technologies → TYL | United States | $18.4bn | 0.062% | -0.009 pp | +0.028 pp | +4.8% | No |
| Trimble Inc. → TRMB | United States | $18.1bn | 0.061% | -0.009 pp | +0.023 pp | -7.3% | 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.