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 & Peripherals9.61%+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 Internet Services & Infrastructure
Internet Services & Infrastructure · weight
0.14%
Industry change · 12M
-0.02 pp
Internet Services & Infrastructure · contribution
-0.018 pp
Company participation
50%
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 |
|---|---|---|---|---|---|---|---|
| Verisign → VRSN | United States | $19.6bn | 0.071% | -0.010 pp | -0.019 pp | -18.3% | No |
| Akamai Technologies → AKAM | United States | $18.0bn | 0.065% | +0.002 pp | +0.001 pp | +3.3% | 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.