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 & Peripherals6.34%-0.61 ppSemiconductors2.84%+0.23 ppApplication Software2.46%-0.10 ppSystems Software5.84%+0.10 ppCommunications Equipment0.54%-0.07 ppSemiconductor Materials & Equipment0.39%+0.04 ppElectronic Components0.13%+0.04 ppElectronic Equipment & Instruments0.22%-0.04 ppIT Consulting & Other Services0.83%-0.03 ppInternet Services & Infrastructure0.10%+0.02 ppElectronic Manufacturing Services0.11%+0.01 ppTechnology Distributors0.05%-0.00 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
2.46%
Industry change · 12M
-0.10 pp
Application Software · contribution
-0.105 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $244.6bn | 0.438% | -0.162 pp | -0.104 pp | +1.0% | No |
| Salesforce → CRM | United States | $250.8bn | 0.449% | -0.306 pp | -0.028 pp | +15.3% | No |
| Fair Isaac → FICO | United States | $39.2bn | 0.070% | -0.011 pp | +0.025 pp | +90.9% | No |
| Intuit → INTU | United States | $181.0bn | 0.324% | -0.183 pp | +0.012 pp | +27.3% | No |
| Cadence Design Systems → CDNS | United States | $73.3bn | 0.131% | -0.086 pp | -0.007 pp | +14.4% | No |
| Tyler Technologies → TYL | United States | $24.2bn | 0.043% | -0.013 pp | +0.007 pp | +43.2% | No |
| Trimble Inc. → TRMB | United States | $13.4bn | 0.024% | -0.019 pp | -0.005 pp | +1.4% | No |
| Oracle Corporation → ORCL | United States | $384.3bn | 0.689% | -0.217 pp | -0.005 pp | +20.6% | No |
| Synopsys → SNPS | United States | $85.5bn | 0.153% | -0.081 pp | +0.003 pp | +23.6% | No |
| Autodesk → ADSK | United States | $53.5bn | 0.096% | -0.036 pp | -0.003 pp | +16.8% | No |
| PTC Inc. → PTC | United States | $21.3bn | 0.038% | -0.023 pp | +0.001 pp | +22.0% | 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.