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 Communications Equipment
Communications Equipment · weight
0.65%
Industry change · 12M
-0.24 pp
Communications Equipment · contribution
-0.236 pp
Company participation
0%
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 |
|---|---|---|---|---|---|---|---|
| Cisco → CSCO | United States | $210.8bn | 0.488% | -0.243 pp | -0.199 pp | +25.5% | No |
| Motorola Solutions → MSI | United States | $49.2bn | 0.114% | -0.050 pp | -0.023 pp | +41.8% | No |
| F5, Inc. → FFIV | United States | $8.8bn | 0.020% | -0.009 pp | -0.016 pp | -4.4% | No |
| Arista Networks → ANET | United States | $12.5bn | 0.029% | -0.015 pp | +0.001 pp | +72.9% | 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.