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›Technology Distributors›Technology Distributors

1 · Sector

Weight and 12M allocation change

Information Technology29.3%+4.19 pp Consumer Discretionary12.5%+1.15 pp Industrials10.5%+0.21 pp Real Estate2.8%-0.41 pp Materials2.8%-0.42 pp Communication Services2.8%-0.51 pp Utilities2.6%-0.62 pp Energy3.1%-0.63 pp Consumer Staples6.6%-0.85 pp Financials11.6%-1.05 pp Health Care15.5%-1.06 pp

2 · Industry

Inside Information Technology

Systems Software9.23%+2.44 pp Semiconductors4.26%+0.94 pp Application Software3.89%+0.89 pp Technology Hardware, Storage & Peripherals8.24%-0.26 pp IT Consulting & Other Services1.39%+0.18 pp Semiconductor Materials & Equipment0.59%+0.15 pp Communications Equipment0.81%-0.11 pp Electronic Equipment & Instruments0.34%-0.04 pp Electronic Manufacturing Services0.18%+0.04 pp Electronic Components0.13%-0.02 pp Internet Services & Infrastructure0.10%-0.01 pp Technology Distributors0.09%-0.00 pp

3 · Sub-industry

Inside Technology Distributors

Technology Distributors0.09%-0.002 pp

Concentrated

Most of this industry's losses came from a few companies.

View all contributions →

Technology Distributors · weight

0.09%

Industry change · 12M

-0.00 pp

Technology Distributors · contribution

-0.002 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
CDW Corporation → CDW	United States	$33.0bn	0.095%	+0.007 pp	-0.002 pp	+23.1%	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.