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›Technology Hardware, Storage & Peripherals›Technology Hardware, Storage & Peripherals
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 Technology Hardware, Storage & Peripherals
Technology Hardware, Storage & Peripherals · weight
8.36%
Industry change · 12M
-1.00 pp
Technology Hardware, Storage & Peripherals · contribution
-1.004 pp
Company participation
86%
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 |
|---|---|---|---|---|---|---|---|
| Apple Inc. → AAPL | United States | $3434.8bn | 8.073% | +1.969 pp | -1.004 pp | +33.0% | Yes |
| HP Inc. → HPQ | United States | $34.2bn | 0.080% | +0.017 pp | -0.008 pp | +39.6% | Yes |
| Hewlett Packard Enterprise → HPE | United States | $25.3bn | 0.059% | +0.013 pp | -0.008 pp | +30.4% | Yes |
| Western Digital → WDC | United States | $17.1bn | 0.040% | +0.010 pp | +0.007 pp | +62.7% | Yes |
| Supermicro → SMCI | United States | $1.7bn | 0.004% | -0.003 pp | +0.004 pp | +21.6% | No |
| NetApp → NTAP | United States | $23.6bn | 0.055% | +0.009 pp | +0.004 pp | +61.4% | Yes |
| Seagate Technology → STX | United States | $21.2bn | 0.050% | +0.011 pp | +0.001 pp | +51.5% | 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.