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 & Peripherals9.61%+1.23 ppSystems Software7.66%+0.63 ppApplication Software3.07%-0.48 ppSemiconductor Materials & Equipment0.45%-0.11 ppSemiconductors3.39%-0.07 ppIT Consulting & Other Services1.36%+0.04 ppElectronic Components0.15%-0.03 ppInternet Services & Infrastructure0.14%-0.02 ppElectronic Manufacturing Services0.15%-0.02 ppTechnology Distributors0.08%-0.01 ppCommunications Equipment0.93%-0.01 ppElectronic Equipment & Instruments0.42%-0.01 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
3.07%
Industry change · 12M
-0.48 pp
Application Software · contribution
-0.476 pp
Company participation
10%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $187.1bn | 0.676% | -0.171 pp | -0.204 pp | -22.1% | No |
| Salesforce → CRM | United States | $174.2bn | 0.630% | -0.141 pp | -0.139 pp | -23.6% | No |
| Oracle Corporation → ORCL | United States | $195.8bn | 0.708% | -0.021 pp | -0.084 pp | -1.7% | No |
| Autodesk → ADSK | United States | $41.1bn | 0.149% | -0.036 pp | -0.084 pp | -35.2% | No |
| Synopsys → SNPS | United States | $43.9bn | 0.159% | -0.001 pp | +0.022 pp | +16.1% | No |
| Intuit → INTU | United States | $118.4bn | 0.428% | -0.101 pp | +0.019 pp | +2.1% | No |
| Cadence Design Systems → CDNS | United States | $41.6bn | 0.150% | +0.009 pp | +0.018 pp | +14.5% | No |
| Trimble Inc. → TRMB | United States | $16.8bn | 0.061% | -0.000 pp | -0.014 pp | -18.7% | No |
| PTC Inc. → PTC | United States | $13.4bn | 0.048% | +0.002 pp | -0.007 pp | -12.8% | Yes |
| Tyler Technologies → TYL | United States | $16.4bn | 0.059% | -0.006 pp | -0.003 pp | -7.1% | 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.