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
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 IT Consulting & Other Services
IT Consulting & Other Services · weight
1.16%
Industry change · 12M
-0.13 pp
IT Consulting & Other Services · contribution
-0.126 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 |
|---|---|---|---|---|---|---|---|
| Accenture → ACN | United States | $217.8bn | 0.526% | +0.183 pp | -0.131 pp | +7.3% | Yes |
| IBM → IBM | United States | $186.2bn | 0.450% | +0.157 pp | +0.024 pp | +43.1% | Yes |
| Cognizant → CTSH | United States | $38.5bn | 0.093% | +0.030 pp | -0.022 pp | +10.4% | Yes |
| Gartner → IT | United States | $37.9bn | 0.092% | +0.029 pp | +0.004 pp | +40.7% | 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.