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 & Peripherals9.19%-0.77 ppSystems Software7.60%-0.34 ppIT Consulting & Other Services1.22%-0.14 ppSemiconductor Materials & Equipment0.45%-0.05 ppApplication Software3.32%+0.04 ppInternet Services & Infrastructure0.12%-0.03 ppElectronic Equipment & Instruments0.39%-0.03 ppCommunications Equipment0.97%-0.03 ppTechnology Distributors0.09%+0.01 ppSemiconductors3.62%-0.01 ppElectronic Manufacturing Services0.14%-0.00 ppElectronic Components0.14%+0.00 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
3.32%
Industry change · 12M
+0.04 pp
Application Software · contribution
+0.043 pp
Company participation
82%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 |
|---|---|---|---|---|---|---|---|
| Adobe Inc. → ADBE | United States | $176.8bn | 0.603% | +0.039 pp | -0.121 pp | -15.4% | Yes |
| Oracle Corporation → ORCL | United States | $250.9bn | 0.856% | +0.061 pp | +0.113 pp | +14.3% | Yes |
| Fair Isaac → FICO | United States | $17.7bn | 0.060% | +0.060 pp | +0.060 pp | +50.6% | Yes |
| Cadence Design Systems → CDNS | United States | $57.3bn | 0.196% | +0.037 pp | +0.042 pp | +27.7% | Yes |
| Intuit → INTU | United States | $125.1bn | 0.427% | +0.032 pp | -0.031 pp | -6.6% | Yes |
| Synopsys → SNPS | United States | $58.8bn | 0.201% | +0.025 pp | +0.029 pp | +15.9% | Yes |
| Salesforce → CRM | United States | $199.8bn | 0.682% | +0.203 pp | -0.026 pp | -5.9% | Yes |
| Trimble Inc. → TRMB | United States | $12.9bn | 0.044% | -0.001 pp | -0.017 pp | -27.3% | No |
| Tyler Technologies → TYL | United States | $14.8bn | 0.051% | +0.002 pp | -0.011 pp | -20.3% | Yes |
| PTC Inc. → PTC | United States | $15.2bn | 0.052% | +0.001 pp | +0.009 pp | +19.0% | Yes |
| Autodesk → ADSK | United States | $44.7bn | 0.153% | +0.007 pp | -0.004 pp | -2.9% | 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.