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 Software9.18%+2.48 ppTechnology Hardware, Storage & Peripherals9.52%+1.23 ppApplication Software3.99%+1.12 ppSemiconductors3.68%+0.55 ppSemiconductor Materials & Equipment0.49%+0.08 ppCommunications Equipment0.87%-0.05 ppElectronic Equipment & Instruments0.35%-0.03 ppElectronic Components0.12%-0.02 ppIT Consulting & Other Services1.33%+0.02 ppElectronic Manufacturing Services0.13%-0.01 ppTechnology Distributors0.09%+0.00 ppInternet Services & Infrastructure0.12%-0.00 pp
3 · Sub-industry
Inside IT Consulting & Other Services
IT Consulting & Other Services · weight
1.33%
Industry change · 12M
+0.02 pp
IT Consulting & Other Services · contribution
+0.019 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 |
|---|---|---|---|---|---|---|---|
| Gartner → IT | United States | $33.9bn | 0.106% | +0.018 pp | +0.012 pp | +24.1% | Yes |
| Accenture → ACN | United States | $212.2bn | 0.662% | +0.004 pp | +0.011 pp | +12.5% | Yes |
| IBM → IBM | United States | $144.8bn | 0.451% | +0.025 pp | -0.005 pp | +11.8% | Yes |
| Cognizant → CTSH | United States | $35.3bn | 0.110% | -0.005 pp | +0.002 pp | +15.1% | 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.