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 IT Consulting & Other Services
IT Consulting & Other Services · weight
1.36%
Industry change · 12M
+0.04 pp
IT Consulting & Other Services · contribution
+0.035 pp
Company participation
75%
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 |
|---|---|---|---|---|---|---|---|
| Gartner → IT | United States | $23.9bn | 0.086% | +0.005 pp | +0.023 pp | +48.3% | Yes |
| Accenture → ACN | United States | $191.3bn | 0.692% | -0.066 pp | +0.022 pp | +4.8% | No |
| IBM → IBM | United States | $118.9bn | 0.430% | +0.027 pp | -0.009 pp | +2.2% | Yes |
| Cognizant → CTSH | United States | $42.4bn | 0.153% | +0.003 pp | -0.001 pp | +1.9% | 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.