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
Systems Software7.98%+0.32 ppTechnology Hardware, Storage & Peripherals9.34%-0.26 ppApplication Software3.27%+0.20 ppIT Consulting & Other Services1.17%-0.19 ppSemiconductors3.32%-0.07 ppElectronic Equipment & Instruments0.37%-0.05 ppCommunications Equipment0.89%-0.05 ppSemiconductor Materials & Equipment0.41%-0.04 ppElectronic Manufacturing Services0.13%-0.02 ppInternet Services & Infrastructure0.12%-0.01 ppElectronic Components0.13%-0.01 ppTechnology Distributors0.08%-0.00 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
3.27%
Industry change · 12M
+0.20 pp
Application Software · contribution
+0.201 pp
Company participation
73%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 |
|---|---|---|---|---|---|---|---|
| Oracle Corporation → ORCL | United States | $255.7bn | 0.864% | +0.047 pp | +0.156 pp | +31.3% | Yes |
| Adobe Inc. → ADBE | United States | $173.2bn | 0.585% | +0.005 pp | -0.092 pp | -4.6% | Yes |
| Fair Isaac → FICO | United States | $18.2bn | 0.061% | +0.061 pp | +0.061 pp | +94.9% | Yes |
| Cadence Design Systems → CDNS | United States | $57.1bn | 0.193% | +0.021 pp | +0.042 pp | +38.8% | Yes |
| Salesforce → CRM | United States | $198.4bn | 0.670% | +0.095 pp | +0.040 pp | +12.7% | Yes |
| Synopsys → SNPS | United States | $56.6bn | 0.191% | +0.006 pp | +0.032 pp | +29.5% | Yes |
| Trimble Inc. → TRMB | United States | $11.6bn | 0.039% | -0.010 pp | -0.021 pp | -29.4% | No |
| Intuit → INTU | United States | $124.5bn | 0.421% | +0.014 pp | -0.008 pp | +6.8% | Yes |
| Autodesk → ADSK | United States | $41.8bn | 0.141% | -0.018 pp | -0.007 pp | +2.9% | No |
| Tyler Technologies → TYL | United States | $15.9bn | 0.054% | +0.008 pp | -0.006 pp | -4.0% | Yes |
| PTC Inc. → PTC | United States | $14.9bn | 0.050% | -0.004 pp | +0.002 pp | +10.1% | 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.