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 & Peripherals9.07%+1.21 ppSystems Software7.47%+0.59 ppApplication Software3.05%-0.52 ppSemiconductors3.74%+0.29 ppSemiconductor Materials & Equipment0.48%-0.11 ppCommunications Equipment0.87%-0.10 ppIT Consulting & Other Services1.35%+0.06 ppInternet Services & Infrastructure0.13%-0.03 ppElectronic Components0.15%-0.02 ppElectronic Equipment & Instruments0.40%-0.02 ppElectronic Manufacturing Services0.15%-0.01 ppTechnology Distributors0.08%-0.00 pp
3 · Sub-industry
Inside Technology Hardware, Storage & Peripherals
Technology Hardware, Storage & Peripherals · weight
9.07%
Industry change · 12M
+1.21 pp
Technology Hardware, Storage & Peripherals · contribution
+1.214 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $2409.0bn | 8.675% | -0.672 pp | +1.226 pp | +20.1% | No |
| HP Inc. → HPQ | United States | $41.2bn | 0.148% | +0.019 pp | +0.017 pp | +36.5% | Yes |
| Seagate Technology → STX | United States | $18.2bn | 0.066% | -0.013 pp | -0.013 pp | -9.6% | No |
| Western Digital → WDC | United States | $14.4bn | 0.052% | +0.010 pp | -0.011 pp | -19.3% | Yes |
| NetApp → NTAP | United States | $16.0bn | 0.058% | -0.003 pp | -0.004 pp | -4.8% | No |
| Hewlett Packard Enterprise → HPE | United States | $20.3bn | 0.073% | +0.002 pp | -0.001 pp | +0.8% | 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.