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 Software8.94%+2.53 ppApplication Software3.75%+0.86 ppSemiconductors3.44%+0.58 ppTechnology Hardware, Storage & Peripherals9.37%+0.43 ppSemiconductor Materials & Equipment0.47%+0.12 ppCommunications Equipment0.96%+0.09 ppElectronic Equipment & Instruments0.35%-0.04 ppElectronic Components0.12%-0.02 ppElectronic Manufacturing Services0.13%-0.01 ppTechnology Distributors0.09%+0.01 ppIT Consulting & Other Services1.29%+0.01 ppInternet Services & Infrastructure0.12%-0.00 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
3.75%
Industry change · 12M
+0.86 pp
Application Software · contribution
+0.855 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 |
|---|---|---|---|---|---|---|---|
| Adobe Inc. → ADBE | United States | $242.2bn | 0.824% | +0.281 pp | +0.298 pp | +67.1% | Yes |
| Oracle Corporation → ORCL | United States | $283.3bn | 0.963% | +0.270 pp | +0.216 pp | +34.5% | Yes |
| Salesforce → CRM | United States | $195.4bn | 0.664% | +0.187 pp | +0.087 pp | +23.5% | Yes |
| Synopsys → SNPS | United States | $71.4bn | 0.243% | +0.093 pp | +0.084 pp | +60.5% | Yes |
| Cadence Design Systems → CDNS | United States | $65.3bn | 0.222% | +0.083 pp | +0.074 pp | +58.4% | Yes |
| Fair Isaac → FICO | United States | $21.0bn | 0.071% | +0.026 pp | +0.071 pp | +76.6% | Yes |
| Intuit → INTU | United States | $138.7bn | 0.472% | +0.159 pp | +0.044 pp | +16.6% | Yes |
| Autodesk → ADSK | United States | $42.2bn | 0.144% | +0.045 pp | -0.021 pp | -7.8% | Yes |
| Trimble Inc. → TRMB | United States | $11.7bn | 0.040% | +0.011 pp | -0.013 pp | -21.7% | Yes |
| PTC Inc. → PTC | United States | $16.7bn | 0.057% | +0.019 pp | +0.008 pp | +19.2% | Yes |
| Tyler Technologies → TYL | United States | $15.7bn | 0.053% | +0.017 pp | +0.006 pp | +15.3% | 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.