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 IT Consulting & Other Services
IT Consulting & Other Services · weight
0.88%
Industry change · 12M
-0.52 pp
IT Consulting & Other Services · contribution
-0.518 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 |
|---|---|---|---|---|---|---|---|
| Accenture → ACN | United States | $196.6bn | 0.455% | -0.167 pp | -0.233 pp | +12.9% | No |
| IBM → IBM | United States | $121.5bn | 0.281% | -0.125 pp | -0.213 pp | -0.4% | No |
| Cognizant → CTSH | United States | $33.1bn | 0.077% | -0.029 pp | -0.060 pp | -1.6% | No |
| Gartner → IT | United States | $27.7bn | 0.064% | -0.024 pp | -0.012 pp | +44.9% | 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.