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 IT Consulting & Other Services
IT Consulting & Other Services · weight
0.79%
Industry change · 12M
-0.09 pp
IT Consulting & Other Services · contribution
-0.087 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 |
|---|---|---|---|---|---|---|---|
| Accenture → ACN | United States | $193.3bn | 0.362% | -0.250 pp | -0.092 pp | -0.2% | No |
| IBM → IBM | United States | $158.9bn | 0.298% | -0.188 pp | +0.017 pp | +34.8% | No |
| Cognizant → CTSH | United States | $33.8bn | 0.063% | -0.038 pp | -0.013 pp | +5.9% | No |
| Gartner → IT | United States | $34.9bn | 0.065% | -0.038 pp | +0.001 pp | +28.2% | 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.