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
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Information Technology
Technology Hardware, Storage & Peripherals8.50%-1.23 ppSystems Software6.80%-1.15 ppSemiconductors3.32%-0.48 ppApplication Software3.00%-0.30 ppIT Consulting & Other Services1.21%-0.11 ppCommunications Equipment0.92%-0.09 ppSemiconductor Materials & Equipment0.44%-0.08 ppInternet Services & Infrastructure0.11%-0.03 ppElectronic Equipment & Instruments0.39%-0.02 ppElectronic Manufacturing Services0.14%-0.02 ppElectronic Components0.14%-0.02 ppTechnology Distributors0.10%+0.02 pp
3 · Sub-industry
Inside Technology Distributors
Technology Distributors · weight
0.10%
Industry change · 12M
+0.02 pp
Technology Distributors · contribution
+0.016 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 2023 · 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 |
|---|---|---|---|---|---|---|---|
| CDW Corporation → CDW | United States | $27.4bn | 0.096% | +0.010 pp | +0.016 pp | +18.8% | 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.