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 IT Consulting & Other Services
IT Consulting & Other Services · weight
0.83%
Industry change · 12M
-0.03 pp
IT Consulting & Other Services · contribution
-0.028 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 |
|---|---|---|---|---|---|---|---|
| Accenture → ACN | United States | $210.6bn | 0.377% | -0.178 pp | -0.062 pp | +6.2% | No |
| IBM → IBM | United States | $177.0bn | 0.317% | -0.125 pp | +0.031 pp | +38.9% | No |
| Gartner → IT | United States | $38.6bn | 0.069% | -0.024 pp | +0.008 pp | +41.7% | No |
| Cognizant → CTSH | United States | $37.6bn | 0.067% | -0.027 pp | -0.006 pp | +16.5% | 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.