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
Semiconductors10.38%+6.07 ppSystems Software7.19%-1.88 ppApplication Software3.16%-0.61 ppTechnology Hardware, Storage & Peripherals8.20%+0.59 ppCommunications Equipment1.02%+0.21 ppIT Consulting & Other Services1.19%-0.12 ppElectronic Components0.19%+0.06 ppInternet Services & Infrastructure0.15%+0.05 ppTechnology Distributors0.05%-0.04 ppElectronic Equipment & Instruments0.30%-0.04 ppElectronic Manufacturing Services0.14%-0.04 ppSemiconductor Materials & Equipment0.55%-0.03 pp
3 · Sub-industry
Inside Technology Hardware, Storage & Peripherals
Technology Hardware, Storage & Peripherals · weight
8.20%
Industry change · 12M
+0.59 pp
Technology Hardware, Storage & Peripherals · contribution
+0.587 pp
Company participation
14%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $3336.8bn | 7.922% | -0.661 pp | +0.578 pp | +30.1% | No |
| NetApp → NTAP | United States | $17.9bn | 0.042% | -0.011 pp | +0.036 pp | -14.8% | No |
| Supermicro → SMCI | United States | $20.3bn | 0.048% | +0.044 pp | +0.033 pp | -66.1% | Yes |
| HP Inc. → HPQ | United States | $26.1bn | 0.062% | -0.007 pp | -0.020 pp | -5.2% | No |
| Hewlett Packard Enterprise → HPE | United States | $20.3bn | 0.048% | -0.016 pp | -0.016 pp | -10.6% | No |
| Western Digital → WDC | United States | $14.1bn | 0.033% | -0.002 pp | -0.013 pp | -21.6% | No |
| Seagate Technology → STX | United States | $18.0bn | 0.043% | +0.001 pp | -0.011 pp | -6.0% | 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.