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›Technology Hardware, Storage & Peripherals›Technology Hardware, Storage & Peripherals
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 Technology Hardware, Storage & Peripherals
Technology Hardware, Storage & Peripherals · weight
6.34%
Industry change · 12M
-0.61 pp
Technology Hardware, Storage & Peripherals · contribution
-0.606 pp
Company participation
14%
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 |
|---|---|---|---|---|---|---|---|
| Apple Inc. → AAPL | United States | $3405.4bn | 6.103% | -1.514 pp | -0.631 pp | +13.6% | No |
| NetApp → NTAP | United States | $26.1bn | 0.047% | +0.041 pp | +0.011 pp | +66.3% | Yes |
| Seagate Technology → STX | United States | $21.5bn | 0.038% | -0.014 pp | +0.010 pp | +66.4% | No |
| Supermicro → SMCI | United States | $4.1bn | 0.007% | -0.007 pp | +0.007 pp | +112.4% | No |
| HP Inc. → HPQ | United States | $35.3bn | 0.063% | -0.016 pp | -0.007 pp | +13.8% | No |
| Western Digital → WDC | United States | $16.5bn | 0.030% | -0.021 pp | +0.007 pp | +57.5% | No |
| Hewlett Packard Enterprise → HPE | United States | $25.9bn | 0.046% | -0.018 pp | -0.003 pp | +17.8% | 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.