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
Technology Hardware, Storage & Peripherals7.74%-1.98 ppSystems Software6.70%-1.56 ppSemiconductors3.02%-0.87 ppApplication Software2.86%-0.87 ppSemiconductor Materials & Equipment0.39%-0.20 ppIT Consulting & Other Services1.27%-0.19 ppCommunications Equipment0.93%-0.13 ppElectronic Equipment & Instruments0.39%-0.06 ppElectronic Manufacturing Services0.13%-0.04 ppInternet Services & Infrastructure0.13%-0.02 ppElectronic Components0.14%-0.01 ppTechnology Distributors0.09%-0.00 pp
3 · Sub-industry
Inside Internet Services & Infrastructure
Internet Services & Infrastructure · weight
0.13%
Industry change · 12M
-0.02 pp
Internet Services & Infrastructure · contribution
-0.025 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $13.3bn | 0.048% | -0.002 pp | -0.013 pp | -28.0% | No |
| Verisign → VRSN | United States | $21.8bn | 0.079% | +0.005 pp | -0.012 pp | -19.1% | 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.