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 IT Consulting & Other Services
IT Consulting & Other Services · weight
1.15%
Industry change · 12M
-0.18 pp
IT Consulting & Other Services · contribution
-0.179 pp
Company participation
100%
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 |
|---|---|---|---|---|---|---|---|
| Accenture → ACN | United States | $230.8bn | 0.509% | -0.017 pp | -0.152 pp | +10.5% | Yes |
| Cognizant → CTSH | United States | $39.9bn | 0.088% | -0.005 pp | -0.022 pp | +16.2% | Yes |
| Gartner → IT | United States | $40.0bn | 0.088% | -0.003 pp | -0.018 pp | +19.1% | Yes |
| IBM → IBM | United States | $210.3bn | 0.464% | +0.014 pp | +0.013 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.