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›Internet Services & Infrastructure›Internet Services & Infrastructure
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Information Technology
Application Software2.82%-1.14 ppSystems Software7.08%-0.53 ppTechnology Hardware, Storage & Peripherals9.01%+0.44 ppSemiconductors3.07%-0.44 ppSemiconductor Materials & Equipment0.36%-0.16 ppCommunications Equipment0.86%-0.13 ppIT Consulting & Other Services1.27%-0.09 ppElectronic Equipment & Instruments0.38%-0.06 ppElectronic Manufacturing Services0.14%-0.02 ppInternet Services & Infrastructure0.12%-0.02 ppElectronic Components0.14%-0.01 ppTechnology Distributors0.08%-0.00 pp
3 · Sub-industry
Inside Internet Services & Infrastructure
Internet Services & Infrastructure · weight
0.12%
Industry change · 12M
-0.02 pp
Internet Services & Infrastructure · contribution
-0.017 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 |
|---|---|---|---|---|---|---|---|
| Akamai Technologies → AKAM | United States | $12.8bn | 0.050% | -0.007 pp | -0.010 pp | -23.2% | No |
| Verisign → VRSN | United States | $18.6bn | 0.073% | +0.002 pp | -0.007 pp | -15.3% | 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.