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

Information Technology28.3%+1.04 pp Financials11.9%+0.79 pp Consumer Discretionary12.0%+0.65 pp Industrials10.6%+0.56 pp Consumer Staples7.5%-0.03 pp Materials2.9%-0.23 pp Energy3.3%-0.30 pp Real Estate2.7%-0.32 pp Communication Services2.8%-0.43 pp Utilities2.7%-0.60 pp Health Care15.4%-1.13 pp

2 · Industry

Inside Information Technology

Technology Hardware, Storage & Peripherals7.61%-1.58 pp Systems Software9.07%+1.47 pp Semiconductors4.31%+0.69 pp Application Software3.77%+0.45 pp Communications Equipment0.82%-0.15 pp Semiconductor Materials & Equipment0.58%+0.13 pp IT Consulting & Other Services1.30%+0.08 pp Electronic Equipment & Instruments0.34%-0.04 pp Electronic Manufacturing Services0.17%+0.03 pp Internet Services & Infrastructure0.10%-0.02 pp Electronic Components0.13%-0.02 pp Technology Distributors0.10%+0.01 pp

3 · Sub-industry

Inside Internet Services & Infrastructure

Internet Services & Infrastructure0.10%-0.019 pp

Concentrated

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

View all contributions →

Internet Services & Infrastructure · weight

0.10%

Industry change · 12M

-0.02 pp

Internet Services & Infrastructure · contribution

-0.019 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 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	$19.1bn	0.053%	-0.010 pp	-0.023 pp	-10.3%	No
Akamai Technologies → AKAM	United States	$16.5bn	0.046%	-0.008 pp	+0.004 pp	+38.9%	No

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.