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 IT Consulting & Other Services
IT Consulting & Other Services · weight
1.36%
Industry change · 12M
+0.68 pp
IT Consulting & Other Services · contribution
+0.678 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 |
|---|---|---|---|---|---|---|---|
| Accenture → ACN | United States | $214.8bn | 0.723% | -0.123 pp | +0.379 pp | +23.5% | No |
| IBM → IBM | United States | $116.9bn | 0.394% | +0.010 pp | +0.171 pp | +7.1% | Yes |
| Cognizant → CTSH | United States | $47.0bn | 0.158% | +0.009 pp | +0.077 pp | +16.2% | Yes |
| Gartner → IT | United States | $24.5bn | 0.082% | -0.006 pp | +0.051 pp | +62.9% | 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.