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 & Peripherals7.88%-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 Technology Hardware, Storage & Peripherals
Technology Hardware, Storage & Peripherals · weight
7.88%
Industry change · 12M
-1.46 pp
Technology Hardware, Storage & Peripherals · contribution
-1.459 pp
Company participation
43%
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 |
|---|---|---|---|---|---|---|---|
| Apple Inc. → AAPL | United States | $2630.2bn | 7.618% | -0.909 pp | -1.449 pp | +0.9% | No |
| NetApp → NTAP | United States | $2.1bn | 0.006% | -0.047 pp | -0.039 pp | +66.4% | No |
| Western Digital → WDC | United States | $17.5bn | 0.051% | +0.009 pp | +0.023 pp | +105.7% | Yes |
| HP Inc. → HPQ | United States | $27.5bn | 0.080% | -0.005 pp | -0.019 pp | -2.0% | No |
| Supermicro → SMCI | United States | $4.8bn | 0.014% | +0.014 pp | +0.014 pp | +714.6% | Yes |
| Seagate Technology → STX | United States | $18.0bn | 0.052% | -0.001 pp | +0.011 pp | +51.9% | No |
| Hewlett Packard Enterprise → HPE | United States | $22.1bn | 0.064% | +0.005 pp | +0.001 pp | +22.3% | 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.