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
Semiconductors12.18%+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 Technology Hardware, Storage & Peripherals
Technology Hardware, Storage & Peripherals · weight
8.85%
Industry change · 12M
-0.38 pp
Technology Hardware, Storage & Peripherals · contribution
-0.379 pp
Company participation
29%
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 |
|---|---|---|---|---|---|---|---|
| Apple Inc. → AAPL | United States | $3785.3bn | 8.584% | +0.337 pp | -0.346 pp | +30.7% | Yes |
| HP Inc. → HPQ | United States | $30.6bn | 0.069% | -0.011 pp | -0.020 pp | +12.1% | No |
| Seagate Technology → STX | United States | $18.3bn | 0.041% | -0.012 pp | -0.012 pp | +4.1% | No |
| Supermicro → SMCI | United States | $1.8bn | 0.004% | -0.002 pp | +0.004 pp | +7.2% | No |
| Western Digital → WDC | United States | $15.6bn | 0.035% | -0.006 pp | -0.003 pp | +13.9% | No |
| Hewlett Packard Enterprise → HPE | United States | $28.1bn | 0.064% | +0.002 pp | -0.002 pp | +29.1% | Yes |
| NetApp → NTAP | United States | $23.6bn | 0.054% | -0.005 pp | -0.001 pp | +34.2% | No |
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.