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 Software3.14%-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 Technology Hardware, Storage & Peripherals
Technology Hardware, Storage & Peripherals · weight
9.31%
Industry change · 12M
+0.68 pp
Technology Hardware, Storage & Peripherals · contribution
+0.678 pp
Company participation
0%
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 |
|---|---|---|---|---|---|---|---|
| Apple Inc. → AAPL | United States | $2611.7bn | 8.975% | -0.251 pp | +0.708 pp | +12.1% | No |
| Western Digital → WDC | United States | $11.6bn | 0.040% | -0.005 pp | -0.012 pp | -24.4% | No |
| Seagate Technology → STX | United States | $17.2bn | 0.059% | -0.005 pp | -0.010 pp | -6.0% | No |
| NetApp → NTAP | United States | $15.8bn | 0.054% | -0.005 pp | -0.007 pp | -8.1% | No |
| Hewlett Packard Enterprise → HPE | United States | $18.5bn | 0.064% | -0.009 pp | -0.001 pp | +1.4% | No |
| HP Inc. → HPQ | United States | $34.5bn | 0.119% | -0.022 pp | -0.000 pp | +18.8% | 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.