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 & Peripherals7.88%-1.46 ppSemiconductors4.19%+0.87 ppSystems Software8.78%+0.79 ppApplication Software3.59%+0.33 ppSemiconductor Materials & Equipment0.59%+0.18 ppCommunications Equipment0.80%-0.09 ppElectronic Manufacturing Services0.17%+0.04 ppElectronic Equipment & Instruments0.33%-0.03 ppInternet Services & Infrastructure0.09%-0.03 ppTechnology Distributors0.09%+0.02 ppIT Consulting & Other Services1.18%+0.01 ppElectronic Components0.14%+0.00 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
3.59%
Industry change · 12M
+0.33 pp
Application Software · contribution
+0.325 pp
Company participation
18%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 |
|---|---|---|---|---|---|---|---|
| Intuit → INTU | United States | $175.2bn | 0.507% | -0.018 pp | +0.087 pp | +41.8% | No |
| Salesforce → CRM | United States | $260.9bn | 0.756% | -0.053 pp | +0.086 pp | +35.8% | No |
| Synopsys → SNPS | United States | $80.9bn | 0.234% | -0.007 pp | +0.043 pp | +42.9% | No |
| Oracle Corporation → ORCL | United States | $312.6bn | 0.905% | -0.007 pp | +0.042 pp | +21.8% | No |
| Cadence Design Systems → CDNS | United States | $75.0bn | 0.217% | -0.016 pp | +0.024 pp | +31.6% | No |
| Fair Isaac → FICO | United States | $28.0bn | 0.081% | -0.007 pp | +0.020 pp | +55.7% | No |
| Adobe Inc. → ADBE | United States | $207.3bn | 0.601% | -0.230 pp | +0.016 pp | +22.6% | No |
| PTC Inc. → PTC | United States | $21.2bn | 0.061% | -0.003 pp | +0.011 pp | +41.1% | No |
| Autodesk → ADSK | United States | $45.5bn | 0.132% | -0.030 pp | -0.009 pp | +9.3% | No |
| Trimble Inc. → TRMB | United States | $14.8bn | 0.043% | +0.005 pp | +0.003 pp | +27.5% | Yes |
| Tyler Technologies → TYL | United States | $19.6bn | 0.057% | +0.004 pp | +0.003 pp | +21.8% | 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.