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
Systems Software6.70%-1.85 ppApplication Software2.87%-1.33 ppTechnology Hardware, Storage & Peripherals8.28%-1.27 ppSemiconductors3.14%-0.89 ppSemiconductor Materials & Equipment0.41%-0.18 ppElectronic Equipment & Instruments0.38%-0.08 ppCommunications Equipment0.92%-0.07 ppIT Consulting & Other Services1.31%-0.04 ppElectronic Manufacturing Services0.14%-0.03 ppInternet Services & Infrastructure0.12%-0.03 ppElectronic Components0.14%-0.01 ppTechnology Distributors0.09%-0.00 pp
3 · Sub-industry
Inside Internet Services & Infrastructure
Internet Services & Infrastructure · weight
0.12%
Industry change · 12M
-0.03 pp
Internet Services & Infrastructure · contribution
-0.029 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 |
|---|---|---|---|---|---|---|---|
| Verisign → VRSN | United States | $21.2bn | 0.072% | +0.002 pp | -0.018 pp | -16.7% | No |
| Akamai Technologies → AKAM | United States | $14.9bn | 0.051% | -0.001 pp | -0.011 pp | -15.8% | 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.