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
Technology Hardware, Storage & Peripherals7.61%-1.58 ppSystems Software9.07%+1.47 ppSemiconductors4.31%+0.69 ppApplication Software3.77%+0.45 ppCommunications Equipment0.82%-0.15 ppSemiconductor Materials & Equipment0.58%+0.13 ppIT Consulting & Other Services1.30%+0.08 ppElectronic Equipment & Instruments0.34%-0.04 ppElectronic Manufacturing Services0.17%+0.03 ppInternet Services & Infrastructure0.10%-0.02 ppElectronic Components0.13%-0.02 ppTechnology Distributors0.10%+0.01 pp
3 · Sub-industry
Inside IT Consulting & Other Services
IT Consulting & Other Services · weight
1.30%
Industry change · 12M
+0.08 pp
IT Consulting & Other Services · contribution
+0.081 pp
Company participation
50%
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 |
|---|---|---|---|---|---|---|---|
| IBM → IBM | United States | $175.1bn | 0.486% | +0.040 pp | +0.080 pp | +52.4% | Yes |
| Gartner → IT | United States | $37.2bn | 0.103% | -0.002 pp | +0.015 pp | +46.3% | Yes |
| Accenture → ACN | United States | $220.8bn | 0.612% | -0.054 pp | -0.009 pp | +23.1% | No |
| Cognizant → CTSH | United States | $36.5bn | 0.101% | -0.012 pp | -0.005 pp | +22.3% | 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.