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 Software3.14%-0.70 ppTechnology Hardware, Storage & Peripherals9.31%+0.68 ppSystems Software7.34%-0.16 ppSemiconductor Materials & Equipment0.42%-0.14 ppCommunications Equipment0.85%-0.13 ppElectronic Equipment & Instruments0.39%-0.05 ppIT Consulting & Other Services1.27%-0.05 ppSemiconductors3.46%+0.03 ppInternet Services & Infrastructure0.12%-0.03 ppElectronic Manufacturing Services0.15%-0.02 ppElectronic Components0.15%-0.01 ppTechnology Distributors0.08%-0.00 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
3.14%
Industry change · 12M
-0.70 pp
Application Software · contribution
-0.704 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $191.9bn | 0.660% | -0.017 pp | -0.356 pp | -34.0% | No |
| Salesforce → CRM | United States | $183.1bn | 0.629% | -0.001 pp | -0.139 pp | -23.9% | No |
| Oracle Corporation → ORCL | United States | $207.4bn | 0.713% | +0.005 pp | -0.121 pp | -9.3% | No |
| Autodesk → ADSK | United States | $47.0bn | 0.162% | +0.013 pp | -0.081 pp | -32.6% | Yes |
| Intuit → INTU | United States | $128.7bn | 0.442% | +0.014 pp | -0.054 pp | -13.5% | Yes |
| Synopsys → SNPS | United States | $56.2bn | 0.193% | +0.034 pp | +0.043 pp | +27.6% | Yes |
| Cadence Design Systems → CDNS | United States | $51.0bn | 0.175% | +0.025 pp | +0.035 pp | +26.0% | Yes |
| Trimble Inc. → TRMB | United States | $17.4bn | 0.060% | -0.001 pp | -0.014 pp | -18.8% | No |
| Tyler Technologies → TYL | United States | $16.6bn | 0.057% | -0.002 pp | -0.012 pp | -19.0% | No |
| PTC Inc. → PTC | United States | $14.4bn | 0.050% | +0.001 pp | -0.005 pp | -8.9% | 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.