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 IT Consulting & Other Services
IT Consulting & Other Services · weight
1.29%
Industry change · 12M
+0.01 pp
IT Consulting & Other Services · contribution
+0.007 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 |
|---|---|---|---|---|---|---|---|
| IBM → IBM | United States | $132.1bn | 0.449% | +0.163 pp | +0.005 pp | +9.8% | Yes |
| Gartner → IT | United States | $26.2bn | 0.089% | +0.028 pp | +0.004 pp | +10.0% | Yes |
| Cognizant → CTSH | United States | $32.6bn | 0.111% | +0.038 pp | -0.004 pp | +5.4% | Yes |
| Accenture → ACN | United States | $189.3bn | 0.643% | +0.204 pp | +0.002 pp | +6.3% | 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.