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
Universe›Information Technology›Technology Hardware, Storage & Peripherals›Technology Hardware, Storage & Peripherals
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 Technology Hardware, Storage & Peripherals
Technology Hardware, Storage & Peripherals · weight
6.94%
Industry change · 12M
-2.37 pp
Technology Hardware, Storage & Peripherals · contribution
-2.369 pp
Company participation
0%
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 |
|---|---|---|---|---|---|---|---|
| Apple Inc. → AAPL | United States | $3089.9bn | 6.735% | -2.332 pp | -2.240 pp | +21.6% | No |
| HP Inc. → HPQ | United States | $32.4bn | 0.071% | -0.028 pp | -0.048 pp | +1.9% | No |
| Seagate Technology → STX | United States | $13.1bn | 0.029% | -0.012 pp | -0.030 pp | -16.7% | No |
| NetApp → NTAP | United States | $16.6bn | 0.036% | -0.009 pp | -0.018 pp | +12.7% | No |
| Western Digital → WDC | United States | $10.3bn | 0.022% | -0.006 pp | -0.018 pp | -13.3% | No |
| Hewlett Packard Enterprise → HPE | United States | $22.4bn | 0.049% | -0.014 pp | -0.015 pp | +26.1% | 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.