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 & Peripherals5.83%-1.26 ppSemiconductors3.11%+0.43 ppApplication Software2.30%-0.31 ppIT Consulting & Other Services0.76%-0.15 ppCommunications Equipment0.54%-0.13 ppSystems Software6.16%-0.09 ppSemiconductor Materials & Equipment0.43%+0.07 ppElectronic Equipment & Instruments0.22%-0.05 ppInternet Services & Infrastructure0.06%-0.03 ppElectronic Manufacturing Services0.12%+0.02 ppElectronic Components0.10%+0.01 ppTechnology Distributors0.06%+0.00 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
2.30%
Industry change · 12M
-0.31 pp
Application Software · contribution
-0.311 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 |
|---|---|---|---|---|---|---|---|
| Salesforce → CRM | United States | $227.2bn | 0.434% | -0.422 pp | -0.118 pp | +5.1% | No |
| Adobe Inc. → ADBE | United States | $199.3bn | 0.381% | -0.345 pp | -0.093 pp | +6.5% | No |
| Oracle Corporation → ORCL | United States | $322.1bn | 0.616% | -0.264 pp | -0.091 pp | +12.2% | No |
| Autodesk → ADSK | United States | $43.1bn | 0.082% | -0.076 pp | -0.023 pp | +1.1% | No |
| Intuit → INTU | United States | $161.1bn | 0.308% | -0.224 pp | +0.018 pp | +38.4% | No |
| Fair Isaac → FICO | United States | $31.9bn | 0.061% | -0.030 pp | +0.012 pp | +63.8% | No |
| Synopsys → SNPS | United States | $85.9bn | 0.164% | -0.087 pp | -0.007 pp | +23.3% | No |
| Cadence Design Systems → CDNS | United States | $77.9bn | 0.149% | -0.089 pp | -0.007 pp | +24.0% | No |
| Trimble Inc. → TRMB | United States | $13.7bn | 0.026% | -0.017 pp | -0.002 pp | +19.3% | No |
| Tyler Technologies → TYL | United States | $20.4bn | 0.039% | -0.014 pp | -0.002 pp | +21.0% | No |
| PTC Inc. → PTC | United States | $21.1bn | 0.040% | -0.022 pp | +0.001 pp | +31.1% | 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.