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
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 IT Consulting & Other Services
IT Consulting & Other Services · weight
1.18%
Industry change · 12M
-0.11 pp
IT Consulting & Other Services · contribution
-0.107 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 |
|---|---|---|---|---|---|---|---|
| Accenture → ACN | United States | $225.2bn | 0.524% | +0.162 pp | -0.129 pp | +17.0% | Yes |
| IBM → IBM | United States | $203.6bn | 0.474% | +0.176 pp | +0.047 pp | +63.8% | Yes |
| Cognizant → CTSH | United States | $38.3bn | 0.089% | +0.026 pp | -0.025 pp | +15.8% | Yes |
| Gartner → IT | United States | $39.1bn | 0.091% | +0.026 pp | +0.000 pp | +47.5% | 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.