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
Application Software3.10%-0.63 ppTechnology Hardware, Storage & Peripherals8.96%+0.50 ppSystems Software7.63%+0.27 ppSemiconductor Materials & Equipment0.41%-0.18 ppIT Consulting & Other Services1.39%+0.09 ppSemiconductors3.43%-0.09 ppCommunications Equipment0.89%-0.08 ppElectronic Equipment & Instruments0.39%-0.04 ppInternet Services & Infrastructure0.13%-0.03 ppElectronic Components0.14%-0.02 ppElectronic Manufacturing Services0.14%-0.02 ppTechnology Distributors0.08%-0.00 pp
3 · Sub-industry
Inside Technology Hardware, Storage & Peripherals
Technology Hardware, Storage & Peripherals · weight
8.96%
Industry change · 12M
+0.50 pp
Technology Hardware, Storage & Peripherals · contribution
+0.504 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $2212.8bn | 8.605% | -0.985 pp | +0.537 pp | +0.4% | No |
| Western Digital → WDC | United States | $10.6bn | 0.041% | +0.002 pp | -0.017 pp | -37.0% | No |
| Seagate Technology → STX | United States | $15.3bn | 0.060% | -0.007 pp | -0.011 pp | -16.1% | No |
| NetApp → NTAP | United States | $14.4bn | 0.056% | -0.006 pp | -0.008 pp | -18.4% | No |
| HP Inc. → HPQ | United States | $33.9bn | 0.132% | +0.002 pp | +0.004 pp | +11.5% | No |
| Hewlett Packard Enterprise → HPE | United States | $17.2bn | 0.067% | -0.006 pp | -0.000 pp | -6.1% | 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.