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
Semiconductors11.59%+8.00 ppTechnology Hardware, Storage & Peripherals8.55%-0.69 ppSystems Software7.84%-0.38 ppApplication Software3.39%-0.31 ppCommunications Equipment0.77%-0.19 ppIT Consulting & Other Services1.18%-0.11 ppElectronic Equipment & Instruments0.30%-0.06 ppElectronic Components0.18%+0.05 ppTechnology Distributors0.07%-0.02 ppElectronic Manufacturing Services0.14%+0.01 ppInternet Services & Infrastructure0.13%+0.01 ppSemiconductor Materials & Equipment0.49%+0.00 pp
3 · Sub-industry
Inside Internet Services & Infrastructure
Internet Services & Infrastructure · weight
0.13%
Industry change · 12M
+0.01 pp
Internet Services & Infrastructure · contribution
+0.006 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $22.1bn | 0.051% | +0.015 pp | +0.051 pp | +110.5% | Yes |
| Verisign → VRSN | United States | $18.5bn | 0.043% | +0.010 pp | -0.027 pp | -6.2% | Yes |
| Akamai Technologies → AKAM | United States | $15.3bn | 0.036% | +0.010 pp | -0.018 pp | -5.2% | 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.