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›Internet Services & Infrastructure›Internet Services & Infrastructure
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 Internet Services & Infrastructure
Internet Services & Infrastructure · weight
0.10%
Industry change · 12M
+0.02 pp
Internet Services & Infrastructure · contribution
+0.018 pp
Company participation
33%
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 |
|---|---|---|---|---|---|---|---|
| GoDaddy → GDDY | United States | $20.5bn | 0.037% | +0.037 pp | +0.037 pp | +88.7% | Yes |
| Verisign → VRSN | United States | $18.3bn | 0.033% | -0.016 pp | -0.015 pp | -11.3% | No |
| Akamai Technologies → AKAM | United States | $15.0bn | 0.027% | -0.017 pp | -0.005 pp | +4.0% | 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.