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 & Peripherals7.26%-1.70 ppSystems Software6.16%-1.46 ppSemiconductors2.62%-0.81 ppIT Consulting & Other Services0.88%-0.52 ppApplication Software2.59%-0.50 ppCommunications Equipment0.65%-0.24 ppElectronic Equipment & Instruments0.27%-0.12 ppSemiconductor Materials & Equipment0.36%-0.05 ppElectronic Components0.10%-0.04 ppInternet Services & Infrastructure0.09%-0.04 ppElectronic Manufacturing Services0.10%-0.04 ppTechnology Distributors0.06%-0.03 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
2.59%
Industry change · 12M
-0.50 pp
Application Software · contribution
-0.503 pp
Company participation
9%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 |
|---|---|---|---|---|---|---|---|
| Salesforce → CRM | United States | $205.8bn | 0.476% | -0.206 pp | -0.163 pp | +28.0% | No |
| Adobe Inc. → ADBE | United States | $222.9bn | 0.515% | -0.088 pp | -0.151 pp | +33.6% | No |
| Intuit → INTU | United States | $128.3bn | 0.297% | -0.130 pp | -0.126 pp | +19.8% | No |
| Fair Isaac → FICO | United States | $20.2bn | 0.047% | -0.014 pp | +0.047 pp | +101.8% | Yes |
| Autodesk → ADSK | United States | $43.7bn | 0.101% | -0.051 pp | -0.044 pp | +19.0% | No |
| Synopsys → SNPS | United States | $66.3bn | 0.153% | -0.047 pp | -0.027 pp | +43.4% | No |
| Trimble Inc. → TRMB | United States | $13.1bn | 0.030% | -0.014 pp | -0.026 pp | -9.1% | No |
| Oracle Corporation → ORCL | United States | $323.2bn | 0.748% | -0.108 pp | +0.023 pp | +73.5% | No |
| Tyler Technologies → TYL | United States | $17.5bn | 0.040% | -0.010 pp | -0.013 pp | +25.3% | No |
| Cadence Design Systems → CDNS | United States | $63.9bn | 0.148% | -0.048 pp | -0.013 pp | +56.3% | No |
| PTC Inc. → PTC | United States | $16.8bn | 0.039% | -0.013 pp | -0.009 pp | +33.8% | 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.