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 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 Technology Hardware, Storage & Peripherals
Technology Hardware, Storage & Peripherals · weight
9.01%
Industry change · 12M
+0.44 pp
Technology Hardware, Storage & Peripherals · contribution
+0.443 pp
Company participation
0%
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 |
|---|---|---|---|---|---|---|---|
| Apple Inc. → AAPL | United States | $2221.0bn | 8.728% | +0.122 pp | +0.516 pp | -1.8% | No |
| Seagate Technology → STX | United States | $11.1bn | 0.044% | -0.016 pp | -0.022 pp | -33.2% | No |
| NetApp → NTAP | United States | $13.4bn | 0.053% | -0.003 pp | -0.018 pp | -29.3% | No |
| Western Digital → WDC | United States | $7.7bn | 0.030% | -0.011 pp | -0.016 pp | -42.3% | No |
| HP Inc. → HPQ | United States | $25.1bn | 0.099% | -0.033 pp | -0.012 pp | -6.2% | No |
| Hewlett Packard Enterprise → HPE | United States | $15.4bn | 0.061% | -0.006 pp | -0.005 pp | -13.2% | 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.