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 & Peripherals9.96%+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 Internet Services & Infrastructure
Internet Services & Infrastructure · weight
0.15%
Industry change · 12M
+0.07 pp
Internet Services & Infrastructure · contribution
+0.070 pp
Company participation
50%
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 |
|---|---|---|---|---|---|---|---|
| Verisign → VRSN | United States | $24.5bn | 0.082% | -0.008 pp | +0.039 pp | +11.9% | No |
| Akamai Technologies → AKAM | United States | $19.1bn | 0.064% | +0.004 pp | +0.032 pp | +17.2% | Yes |
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.