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
Semiconductors11.14%+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 IT Consulting & Other Services
IT Consulting & Other Services · weight
1.20%
Industry change · 12M
-0.19 pp
IT Consulting & Other Services · contribution
-0.189 pp
Company participation
50%
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 |
|---|---|---|---|---|---|---|---|
| Accenture → ACN | United States | $222.0bn | 0.496% | -0.013 pp | -0.188 pp | -5.5% | No |
| IBM → IBM | United States | $234.1bn | 0.523% | +0.059 pp | +0.037 pp | +41.0% | Yes |
| Cognizant → CTSH | United States | $41.2bn | 0.092% | +0.004 pp | -0.021 pp | +7.1% | Yes |
| Gartner → IT | United States | $38.3bn | 0.086% | -0.003 pp | -0.018 pp | +7.0% | 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.