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 & Peripherals6.30%-0.96 ppSemiconductors3.11%+0.49 ppSystems Software6.51%+0.34 ppCommunications Equipment0.55%-0.10 ppSemiconductor Materials & Equipment0.46%+0.10 ppIT Consulting & Other Services0.79%-0.09 ppElectronic Equipment & Instruments0.22%-0.05 ppApplication Software2.61%+0.01 ppInternet Services & Infrastructure0.10%+0.01 ppElectronic Manufacturing Services0.11%+0.01 ppElectronic Components0.10%+0.00 ppTechnology Distributors0.06%-0.00 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
2.61%
Industry change · 12M
+0.01 pp
Application Software · contribution
+0.012 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 |
|---|---|---|---|---|---|---|---|
| Adobe Inc. → ADBE | United States | $246.3bn | 0.462% | -0.165 pp | -0.054 pp | +13.6% | No |
| Intuit → INTU | United States | $183.7bn | 0.344% | -0.160 pp | +0.048 pp | +44.4% | No |
| Fair Isaac → FICO | United States | $36.8bn | 0.069% | -0.017 pp | +0.022 pp | +84.0% | No |
| Oracle Corporation → ORCL | United States | $389.1bn | 0.729% | -0.228 pp | -0.018 pp | +20.3% | No |
| Synopsys → SNPS | United States | $91.2bn | 0.171% | -0.071 pp | +0.018 pp | +36.7% | No |
| Cadence Design Systems → CDNS | United States | $83.7bn | 0.157% | -0.078 pp | +0.009 pp | +31.2% | No |
| Salesforce → CRM | United States | $249.1bn | 0.467% | -0.343 pp | -0.009 pp | +21.9% | No |
| Trimble Inc. → TRMB | United States | $13.7bn | 0.026% | -0.018 pp | -0.005 pp | +5.6% | No |
| PTC Inc. → PTC | United States | $21.8bn | 0.041% | -0.022 pp | +0.002 pp | +27.7% | No |
| Autodesk → ADSK | United States | $53.4bn | 0.100% | -0.054 pp | -0.001 pp | +20.9% | No |
| Tyler Technologies → TYL | United States | $21.3bn | 0.040% | -0.010 pp | -0.000 pp | +20.7% | 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.