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 Software9.23%+2.44 ppSemiconductors4.26%+0.94 ppApplication Software3.89%+0.89 ppTechnology Hardware, Storage & Peripherals8.24%-0.26 ppIT Consulting & Other Services1.39%+0.18 ppSemiconductor Materials & Equipment0.59%+0.15 ppCommunications Equipment0.81%-0.11 ppElectronic Equipment & Instruments0.34%-0.04 ppElectronic Manufacturing Services0.18%+0.04 ppElectronic Components0.13%-0.02 ppInternet Services & Infrastructure0.10%-0.01 ppTechnology Distributors0.09%-0.00 pp
3 · Sub-industry
Inside IT Consulting & Other Services
IT Consulting & Other Services · weight
1.39%
Industry change · 12M
+0.18 pp
IT Consulting & Other Services · contribution
+0.177 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 |
|---|---|---|---|---|---|---|---|
| Accenture → ACN | United States | $238.7bn | 0.684% | +0.022 pp | +0.089 pp | +43.3% | Yes |
| IBM → IBM | United States | $169.6bn | 0.486% | +0.035 pp | +0.074 pp | +49.7% | Yes |
| Gartner → IT | United States | $36.3bn | 0.104% | -0.002 pp | +0.013 pp | +42.0% | Yes |
| Cognizant → CTSH | United States | $39.3bn | 0.113% | +0.003 pp | +0.001 pp | +28.3% | 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.