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
Semiconductors10.11%+6.51 ppTechnology Hardware, Storage & Peripherals8.72%-0.94 ppApplication Software3.32%-0.51 ppSystems Software7.90%-0.25 ppCommunications Equipment0.77%-0.21 ppIT Consulting & Other Services1.16%-0.13 ppElectronic Components0.18%+0.05 ppElectronic Equipment & Instruments0.30%-0.05 ppInternet Services & Infrastructure0.14%+0.02 ppTechnology Distributors0.07%-0.02 ppSemiconductor Materials & Equipment0.50%-0.01 ppElectronic Manufacturing Services0.14%+0.01 pp
3 · Sub-industry
Inside Internet Services & Infrastructure
Internet Services & Infrastructure · weight
0.14%
Industry change · 12M
+0.02 pp
Internet Services & Infrastructure · contribution
+0.019 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $23.6bn | 0.057% | +0.057 pp | +0.057 pp | +130.9% | Yes |
| Verisign → VRSN | United States | $17.9bn | 0.043% | +0.010 pp | -0.025 pp | -11.5% | Yes |
| Akamai Technologies → AKAM | United States | $15.4bn | 0.037% | +0.010 pp | -0.014 pp | -3.1% | Yes |
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.