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
Universe›Information Technology›Internet Services & Infrastructure›Internet Services & Infrastructure
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Information Technology
Systems Software9.23%+2.66 ppApplication Software3.96%+0.91 ppSemiconductors4.03%+0.77 ppTechnology Hardware, Storage & Peripherals8.82%+0.66 ppIT Consulting & Other Services1.41%+0.17 ppSemiconductor Materials & Equipment0.51%+0.09 ppElectronic Equipment & Instruments0.35%-0.04 ppElectronic Manufacturing Services0.18%+0.04 ppCommunications Equipment0.86%-0.04 ppElectronic Components0.13%-0.01 ppInternet Services & Infrastructure0.12%-0.01 ppTechnology Distributors0.09%-0.00 pp
3 · Sub-industry
Inside Internet Services & Infrastructure
Internet Services & Infrastructure · weight
0.12%
Industry change · 12M
-0.01 pp
Internet Services & Infrastructure · contribution
-0.011 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2024 · 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 |
|---|---|---|---|---|---|---|---|
| Verisign → VRSN | United States | $20.3bn | 0.060% | -0.009 pp | -0.019 pp | -8.8% | No |
| Akamai Technologies → AKAM | United States | $18.6bn | 0.055% | +0.002 pp | +0.007 pp | +38.5% | 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.