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 Software8.74%+2.04 ppTechnology Hardware, Storage & Peripherals9.23%+1.49 ppSemiconductors4.01%+0.98 ppApplication Software3.81%+0.95 ppSemiconductor Materials & Equipment0.51%+0.12 ppCommunications Equipment0.85%-0.07 ppIT Consulting & Other Services1.33%+0.05 ppElectronic Manufacturing Services0.18%+0.05 ppElectronic Equipment & Instruments0.36%-0.03 ppElectronic Components0.12%-0.02 ppInternet Services & Infrastructure0.12%-0.01 ppTechnology Distributors0.09%+0.00 pp
3 · Sub-industry
Inside IT Consulting & Other Services
IT Consulting & Other Services · weight
1.33%
Industry change · 12M
+0.05 pp
IT Consulting & Other Services · contribution
+0.055 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $223.5bn | 0.667% | +0.013 pp | +0.053 pp | +33.6% | Yes |
| IBM → IBM | United States | $149.3bn | 0.445% | +0.019 pp | -0.014 pp | +21.8% | Yes |
| Gartner → IT | United States | $35.2bn | 0.105% | +0.014 pp | +0.009 pp | +34.2% | Yes |
| Cognizant → CTSH | United States | $37.9bn | 0.113% | -0.001 pp | +0.007 pp | +34.4% | 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.