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
Systems Software8.15%+0.92 ppApplication Software3.83%+0.83 ppSemiconductors3.59%+0.33 ppTechnology Hardware, Storage & Peripherals9.66%+0.30 ppSemiconductor Materials & Equipment0.51%+0.14 ppCommunications Equipment0.97%+0.10 ppElectronic Equipment & Instruments0.35%-0.02 ppIT Consulting & Other Services1.29%+0.02 ppElectronic Manufacturing Services0.13%-0.01 ppElectronic Components0.13%-0.01 ppTechnology Distributors0.09%+0.01 ppInternet Services & Infrastructure0.12%-0.00 pp
3 · Sub-industry
Inside IT Consulting & Other Services
IT Consulting & Other Services · weight
1.29%
Industry change · 12M
+0.02 pp
IT Consulting & Other Services · contribution
+0.016 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 |
|---|---|---|---|---|---|---|---|
| IBM → IBM | United States | $133.8bn | 0.426% | +0.138 pp | +0.011 pp | +20.1% | Yes |
| Gartner → IT | United States | $27.6bn | 0.088% | +0.021 pp | +0.007 pp | +22.6% | Yes |
| Cognizant → CTSH | United States | $36.2bn | 0.115% | +0.037 pp | -0.002 pp | +15.4% | Yes |
| Accenture → ACN | United States | $206.2bn | 0.657% | +0.176 pp | -0.000 pp | +14.1% | Yes |
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.