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 IT Consulting & Other Services
IT Consulting & Other Services · weight
1.18%
Industry change · 12M
+0.01 pp
IT Consulting & Other Services · contribution
+0.011 pp
Company participation
0%
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 |
|---|---|---|---|---|---|---|---|
| IBM → IBM | United States | $152.7bn | 0.442% | -0.056 pp | +0.054 pp | +37.6% | No |
| Accenture → ACN | United States | $191.7bn | 0.555% | -0.134 pp | -0.048 pp | +9.0% | No |
| Gartner → IT | United States | $32.0bn | 0.093% | -0.013 pp | +0.012 pp | +36.4% | No |
| Cognizant → CTSH | United States | $32.7bn | 0.095% | -0.020 pp | -0.008 pp | +11.9% | 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.