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
Semiconductors12.18%+8.17 ppSystems Software7.54%-1.19 ppTechnology Hardware, Storage & Peripherals8.85%-0.38 ppApplication Software3.51%-0.29 ppIT Consulting & Other Services1.14%-0.19 ppElectronic Equipment & Instruments0.28%-0.08 ppSemiconductor Materials & Equipment0.58%+0.07 ppElectronic Components0.19%+0.07 ppElectronic Manufacturing Services0.13%-0.05 ppTechnology Distributors0.05%-0.04 ppCommunications Equipment0.82%-0.03 ppInternet Services & Infrastructure0.14%+0.02 pp
3 · Sub-industry
Inside IT Consulting & Other Services
IT Consulting & Other Services · weight
1.14%
Industry change · 12M
-0.19 pp
IT Consulting & Other Services · contribution
-0.189 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $224.1bn | 0.508% | -0.016 pp | -0.158 pp | +1.9% | Yes |
| Cognizant → CTSH | United States | $38.1bn | 0.086% | -0.003 pp | -0.026 pp | +3.5% | Yes |
| Gartner → IT | United States | $37.4bn | 0.085% | -0.006 pp | -0.020 pp | +7.4% | No |
| IBM → IBM | United States | $203.3bn | 0.461% | -0.013 pp | +0.016 pp | +39.3% | 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.