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›Internet Services & Infrastructure›Internet Services & Infrastructure
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Information Technology
Semiconductors11.14%+6.88 ppSystems Software7.19%-2.04 ppApplication Software3.31%-0.58 ppCommunications Equipment1.03%+0.22 ppTechnology Hardware, Storage & Peripherals8.43%+0.20 ppIT Consulting & Other Services1.20%-0.19 ppElectronic Components0.19%+0.06 ppElectronic Equipment & Instruments0.29%-0.05 ppTechnology Distributors0.05%-0.04 ppElectronic Manufacturing Services0.14%-0.04 ppInternet Services & Infrastructure0.13%+0.03 ppSemiconductor Materials & Equipment0.57%-0.02 pp
3 · Sub-industry
Inside Internet Services & Infrastructure
Internet Services & Infrastructure · weight
0.13%
Industry change · 12M
+0.03 pp
Internet Services & Infrastructure · contribution
+0.030 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 2025 · 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 |
|---|---|---|---|---|---|---|---|
| GoDaddy → GDDY | United States | $25.4bn | 0.057% | -0.004 pp | +0.057 pp | +57.2% | No |
| Akamai Technologies → AKAM | United States | $12.1bn | 0.027% | -0.004 pp | -0.021 pp | -27.3% | No |
| Verisign → VRSN | United States | $22.5bn | 0.050% | +0.011 pp | -0.006 pp | +21.8% | 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.