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
Systems Software6.41%-2.09 ppApplication Software2.90%-1.33 ppSemiconductors2.86%-0.55 ppTechnology Hardware, Storage & Peripherals8.94%+0.38 ppSemiconductor Materials & Equipment0.35%-0.18 ppCommunications Equipment0.87%-0.11 ppIT Consulting & Other Services1.28%-0.07 ppElectronic Equipment & Instruments0.38%-0.06 ppElectronic Manufacturing Services0.14%-0.02 ppInternet Services & Infrastructure0.13%-0.01 ppElectronic Components0.14%-0.00 ppTechnology Distributors0.08%-0.00 pp
3 · Sub-industry
Inside Technology Hardware, Storage & Peripherals
Technology Hardware, Storage & Peripherals · weight
8.94%
Industry change · 12M
+0.38 pp
Technology Hardware, Storage & Peripherals · contribution
+0.375 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $2439.3bn | 8.656% | -0.319 pp | +0.447 pp | +2.9% | No |
| Seagate Technology → STX | United States | $10.3bn | 0.036% | -0.023 pp | -0.030 pp | -42.2% | No |
| HP Inc. → HPQ | United States | $27.8bn | 0.099% | -0.020 pp | -0.018 pp | -6.3% | No |
| NetApp → NTAP | United States | $15.1bn | 0.053% | -0.001 pp | -0.013 pp | -20.3% | No |
| Western Digital → WDC | United States | $8.2bn | 0.029% | -0.011 pp | -0.012 pp | -34.3% | No |
| Hewlett Packard Enterprise → HPE | United States | $18.4bn | 0.065% | +0.002 pp | +0.001 pp | +0.6% | 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.