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 IT Consulting & Other Services
IT Consulting & Other Services · weight
1.17%
Industry change · 12M
-0.19 pp
IT Consulting & Other Services · contribution
-0.187 pp
Company participation
0%
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 |
|---|---|---|---|---|---|---|---|
| Accenture → ACN | United States | $178.5bn | 0.603% | -0.005 pp | -0.089 pp | -5.2% | No |
| Cognizant → CTSH | United States | $30.4bn | 0.103% | -0.015 pp | -0.051 pp | -25.0% | No |
| IBM → IBM | United States | $114.8bn | 0.388% | -0.029 pp | -0.042 pp | +0.4% | No |
| Gartner → IT | United States | $23.9bn | 0.081% | -0.011 pp | -0.006 pp | +4.1% | 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.