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 & Peripherals6.94%-2.37 ppSystems Software5.74%-1.60 ppSemiconductors2.61%-0.85 ppApplication Software2.56%-0.58 ppIT Consulting & Other Services0.86%-0.41 ppCommunications Equipment0.61%-0.23 ppElectronic Equipment & Instruments0.25%-0.14 ppSemiconductor Materials & Equipment0.35%-0.06 ppElectronic Components0.09%-0.05 ppElectronic Manufacturing Services0.10%-0.05 ppInternet Services & Infrastructure0.08%-0.04 ppTechnology Distributors0.05%-0.03 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
2.56%
Industry change · 12M
-0.58 pp
Application Software · contribution
-0.578 pp
Company participation
18%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $219.2bn | 0.478% | -0.192 pp | -0.152 pp | +22.3% | No |
| Intuit → INTU | United States | $143.3bn | 0.312% | -0.108 pp | -0.130 pp | +13.0% | No |
| Adobe Inc. → ADBE | United States | $248.9bn | 0.543% | -0.042 pp | -0.117 pp | +33.2% | Yes |
| Autodesk → ADSK | United States | $45.3bn | 0.099% | -0.043 pp | -0.063 pp | -2.0% | No |
| Fair Isaac → FICO | United States | $20.9bn | 0.046% | -0.016 pp | +0.046 pp | +81.4% | Yes |
| Synopsys → SNPS | United States | $68.7bn | 0.150% | -0.041 pp | -0.043 pp | +22.9% | No |
| Cadence Design Systems → CDNS | United States | $63.6bn | 0.139% | -0.054 pp | -0.037 pp | +25.8% | No |
| Trimble Inc. → TRMB | United States | $13.3bn | 0.029% | -0.010 pp | -0.031 pp | -22.5% | No |
| Tyler Technologies → TYL | United States | $16.7bn | 0.036% | -0.017 pp | -0.021 pp | -0.6% | No |
| Oracle Corporation → ORCL | United States | $318.2bn | 0.694% | -0.170 pp | -0.019 pp | +53.1% | No |
| PTC Inc. → PTC | United States | $17.3bn | 0.038% | -0.013 pp | -0.012 pp | +18.2% | 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.