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 Hardware, Storage & Peripherals›Technology Hardware, Storage & Peripherals
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 Technology Hardware, Storage & Peripherals
Technology Hardware, Storage & Peripherals · weight
7.61%
Industry change · 12M
-1.58 pp
Technology Hardware, Storage & Peripherals · contribution
-1.583 pp
Company participation
57%
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 |
|---|---|---|---|---|---|---|---|
| Apple Inc. → AAPL | United States | $2648.0bn | 7.344% | -1.586 pp | -1.558 pp | +4.5% | No |
| NetApp → NTAP | United States | $2.2bn | 0.006% | -0.048 pp | -0.041 pp | +68.9% | No |
| HP Inc. → HPQ | United States | $29.6bn | 0.082% | -0.007 pp | -0.016 pp | +6.7% | No |
| Supermicro → SMCI | United States | $5.6bn | 0.016% | +0.016 pp | +0.016 pp | +847.9% | Yes |
| Western Digital → WDC | United States | $16.8bn | 0.047% | +0.008 pp | +0.016 pp | +81.2% | Yes |
| Seagate Technology → STX | United States | $19.5bn | 0.054% | +0.001 pp | +0.007 pp | +46.2% | Yes |
| Hewlett Packard Enterprise → HPE | United States | $23.0bn | 0.064% | -0.002 pp | -0.007 pp | +14.6% | 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.