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 Software8.22%+1.14 ppApplication Software3.70%+0.88 ppSemiconductors3.59%+0.52 ppTechnology Hardware, Storage & Peripherals9.23%+0.22 ppSemiconductor Materials & Equipment0.49%+0.13 ppCommunications Equipment0.96%+0.10 ppElectronic Equipment & Instruments0.36%-0.02 ppIT Consulting & Other Services1.28%+0.02 ppElectronic Manufacturing Services0.13%-0.01 ppTechnology Distributors0.09%+0.01 ppElectronic Components0.13%-0.01 ppInternet Services & Infrastructure0.12%+0.00 pp
3 · Sub-industry
Inside IT Consulting & Other Services
IT Consulting & Other Services · weight
1.28%
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
Sep 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 | $195.6bn | 0.653% | +0.199 pp | +0.009 pp | +21.3% | Yes |
| IBM → IBM | United States | $127.8bn | 0.427% | +0.146 pp | +0.005 pp | +24.0% | Yes |
| Gartner → IT | United States | $27.1bn | 0.090% | +0.026 pp | +0.004 pp | +24.2% | Yes |
| Cognizant → CTSH | United States | $34.2bn | 0.114% | +0.038 pp | -0.003 pp | +20.0% | 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.