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
Semiconductors11.55%+7.86 ppSystems Software7.39%-1.80 ppTechnology Hardware, Storage & Peripherals8.20%-1.31 ppApplication Software3.52%-0.47 ppIT Consulting & Other Services1.15%-0.18 ppSemiconductor Materials & Equipment0.59%+0.10 ppElectronic Components0.19%+0.07 ppCommunications Equipment0.81%-0.06 ppElectronic Equipment & Instruments0.30%-0.06 ppTechnology Distributors0.05%-0.04 ppInternet Services & Infrastructure0.13%+0.01 ppElectronic Manufacturing Services0.13%+0.01 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
3.52%
Industry change · 12M
-0.47 pp
Application Software · contribution
-0.469 pp
Company participation
91%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 |
|---|---|---|---|---|---|---|---|
| Adobe Inc. → ADBE | United States | $227.1bn | 0.501% | -0.114 pp | -0.366 pp | -15.6% | No |
| Oracle Corporation → ORCL | United States | $512.2bn | 1.130% | +0.189 pp | +0.138 pp | +61.0% | Yes |
| Intuit → INTU | United States | $179.7bn | 0.397% | -0.029 pp | -0.102 pp | +13.0% | Yes |
| Synopsys → SNPS | United States | $85.8bn | 0.189% | -0.004 pp | -0.068 pp | +2.8% | Yes |
| Salesforce → CRM | United States | $315.5bn | 0.696% | +0.112 pp | -0.064 pp | +31.6% | Yes |
| Cadence Design Systems → CDNS | United States | $84.1bn | 0.186% | +0.008 pp | -0.046 pp | +12.3% | Yes |
| Fair Isaac → FICO | United States | $57.8bn | 0.128% | +0.025 pp | +0.044 pp | +118.4% | Yes |
| Autodesk → ADSK | United States | $62.8bn | 0.138% | +0.004 pp | -0.007 pp | +33.6% | Yes |
| Tyler Technologies → TYL | United States | $26.9bn | 0.059% | -0.001 pp | +0.006 pp | +53.9% | Yes |
| PTC Inc. → PTC | United States | $24.0bn | 0.053% | +0.001 pp | -0.005 pp | +27.1% | Yes |
| Trimble Inc. → TRMB | United States | $17.9bn | 0.040% | +0.006 pp | +0.004 pp | +57.3% | 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.