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
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 Technology Hardware, Storage & Peripherals
Technology Hardware, Storage & Peripherals · weight
8.43%
Industry change · 12M
+0.20 pp
Technology Hardware, Storage & Peripherals · contribution
+0.198 pp
Company participation
29%
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 |
|---|---|---|---|---|---|---|---|
| Apple Inc. → AAPL | United States | $3632.9bn | 8.125% | +0.208 pp | +0.127 pp | +34.4% | No |
| Supermicro → SMCI | United States | $24.6bn | 0.055% | +0.051 pp | +0.055 pp | -52.1% | Yes |
| NetApp → NTAP | United States | $20.3bn | 0.045% | -0.010 pp | +0.040 pp | +14.0% | No |
| HP Inc. → HPQ | United States | $29.1bn | 0.065% | -0.010 pp | -0.015 pp | +12.6% | No |
| Seagate Technology → STX | United States | $21.6bn | 0.048% | +0.001 pp | -0.008 pp | +12.7% | Yes |
| Western Digital → WDC | United States | $17.0bn | 0.038% | -0.004 pp | -0.004 pp | +8.9% | No |
| Hewlett Packard Enterprise → HPE | United States | $26.1bn | 0.058% | -0.003 pp | +0.002 pp | +33.6% | 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.