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›Technology Hardware, Storage & Peripherals›Technology Hardware, Storage & Peripherals
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 Technology Hardware, Storage & Peripherals
Technology Hardware, Storage & Peripherals · weight
9.61%
Industry change · 12M
+1.23 pp
Technology Hardware, Storage & Peripherals · contribution
+1.229 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 |
|---|---|---|---|---|---|---|---|
| Apple Inc. → AAPL | United States | $2551.6bn | 9.226% | -0.367 pp | +1.275 pp | +20.6% | No |
| HP Inc. → HPQ | United States | $38.9bn | 0.141% | +0.007 pp | -0.014 pp | +10.3% | Yes |
| Western Digital → WDC | United States | $12.6bn | 0.045% | +0.004 pp | -0.014 pp | -24.9% | Yes |
| Seagate Technology → STX | United States | $17.6bn | 0.064% | -0.015 pp | -0.013 pp | -9.0% | No |
| Hewlett Packard Enterprise → HPE | United States | $20.0bn | 0.072% | +0.001 pp | -0.003 pp | -0.8% | Yes |
| NetApp → NTAP | United States | $16.3bn | 0.059% | -0.006 pp | -0.001 pp | +0.4% | 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.