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
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 Application Software
Application Software · weight
3.10%
Industry change · 12M
-0.63 pp
Application Software · contribution
-0.632 pp
Company participation
40%
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 |
|---|---|---|---|---|---|---|---|
| Adobe Inc. → ADBE | United States | $171.3bn | 0.666% | -0.058 pp | -0.319 pp | -37.5% | No |
| Salesforce → CRM | United States | $164.2bn | 0.639% | -0.069 pp | -0.160 pp | -32.4% | No |
| Autodesk → ADSK | United States | $37.4bn | 0.145% | -0.011 pp | -0.081 pp | -41.1% | No |
| Intuit → INTU | United States | $108.7bn | 0.423% | -0.035 pp | -0.050 pp | -21.0% | No |
| Oracle Corporation → ORCL | United States | $186.2bn | 0.724% | -0.019 pp | -0.043 pp | -8.9% | Yes |
| Synopsys → SNPS | United States | $46.5bn | 0.181% | +0.009 pp | +0.032 pp | +10.1% | Yes |
| Cadence Design Systems → CDNS | United States | $41.4bn | 0.161% | +0.007 pp | +0.026 pp | +9.7% | Yes |
| Trimble Inc. → TRMB | United States | $14.6bn | 0.057% | -0.004 pp | -0.016 pp | -28.8% | No |
| Tyler Technologies → TYL | United States | $13.8bn | 0.054% | -0.008 pp | -0.011 pp | -26.5% | No |
| PTC Inc. → PTC | United States | $12.4bn | 0.048% | +0.006 pp | -0.010 pp | -24.7% | 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.