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
Semiconductors12.14%+8.70 ppSystems Software7.51%-1.43 ppTechnology Hardware, Storage & Peripherals8.36%-1.00 ppApplication Software3.41%-0.34 ppSemiconductor Materials & Equipment0.64%+0.17 ppCommunications Equipment0.79%-0.17 ppIT Consulting & Other Services1.14%-0.15 ppElectronic Components0.19%+0.07 ppElectronic Equipment & Instruments0.29%-0.06 ppTechnology Distributors0.06%-0.03 ppElectronic Manufacturing Services0.14%+0.01 ppInternet Services & Infrastructure0.13%+0.01 pp
3 · Sub-industry
Inside IT Consulting & Other Services
IT Consulting & Other Services · weight
1.14%
Industry change · 12M
-0.15 pp
IT Consulting & Other Services · contribution
-0.149 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $219.7bn | 0.516% | +0.139 pp | -0.127 pp | +17.9% | Yes |
| Cognizant → CTSH | United States | $37.0bn | 0.087% | +0.019 pp | -0.024 pp | +17.6% | Yes |
| Gartner → IT | United States | $38.7bn | 0.091% | +0.022 pp | +0.002 pp | +51.3% | Yes |
| IBM → IBM | United States | $191.1bn | 0.449% | +0.132 pp | +0.000 pp | +48.6% | 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.