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 & Peripherals7.09%-1.98 ppSystems Software6.25%-1.23 ppSemiconductors2.67%-1.07 ppIT Consulting & Other Services0.92%-0.44 ppApplication Software2.61%-0.43 ppCommunications Equipment0.67%-0.20 ppElectronic Equipment & Instruments0.27%-0.13 ppSemiconductor Materials & Equipment0.35%-0.13 ppElectronic Manufacturing Services0.10%-0.05 ppElectronic Components0.09%-0.05 ppInternet Services & Infrastructure0.09%-0.04 ppTechnology Distributors0.06%-0.03 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
2.61%
Industry change · 12M
-0.43 pp
Application Software · contribution
-0.435 pp
Company participation
9%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $191.6bn | 0.473% | -0.048 pp | -0.235 pp | +0.3% | No |
| Intuit → INTU | United States | $117.4bn | 0.290% | -0.112 pp | -0.131 pp | +1.9% | No |
| Autodesk → ADSK | United States | $42.8bn | 0.106% | -0.045 pp | -0.057 pp | -4.0% | No |
| Fair Isaac → FICO | United States | $19.7bn | 0.049% | +0.049 pp | +0.049 pp | +92.3% | Yes |
| Trimble Inc. → TRMB | United States | $11.6bn | 0.029% | -0.017 pp | -0.033 pp | -31.4% | No |
| Salesforce → CRM | United States | $223.4bn | 0.552% | -0.023 pp | -0.019 pp | +39.4% | No |
| Oracle Corporation → ORCL | United States | $286.0bn | 0.707% | -0.122 pp | +0.015 pp | +49.9% | No |
| Tyler Technologies → TYL | United States | $16.6bn | 0.041% | -0.006 pp | -0.012 pp | +11.6% | No |
| PTC Inc. → PTC | United States | $15.9bn | 0.039% | -0.013 pp | -0.010 pp | +15.3% | No |
| Synopsys → SNPS | United States | $69.2bn | 0.171% | -0.024 pp | -0.005 pp | +42.5% | No |
| Cadence Design Systems → CDNS | United States | $63.0bn | 0.156% | -0.030 pp | +0.003 pp | +50.2% | 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.