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
Semiconductors10.66%+6.47 ppSystems Software7.68%-1.10 ppApplication Software3.26%-0.33 ppCommunications Equipment1.01%+0.21 ppElectronic Components0.20%+0.07 ppInternet Services & Infrastructure0.16%+0.06 ppTechnology Hardware, Storage & Peripherals7.95%+0.06 ppElectronic Equipment & Instruments0.29%-0.04 ppTechnology Distributors0.05%-0.04 ppSemiconductor Materials & Equipment0.57%-0.02 ppElectronic Manufacturing Services0.14%-0.02 ppIT Consulting & Other Services1.16%-0.02 pp
3 · Sub-industry
Inside IT Consulting & Other Services
IT Consulting & Other Services · weight
1.16%
Industry change · 12M
-0.02 pp
IT Consulting & Other Services · contribution
-0.022 pp
Company participation
25%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $190.6bn | 0.458% | -0.088 pp | -0.098 pp | +1.2% | No |
| IBM → IBM | United States | $224.7bn | 0.540% | +0.014 pp | +0.097 pp | +50.4% | Yes |
| Gartner → IT | United States | $32.3bn | 0.078% | -0.015 pp | -0.015 pp | +2.1% | No |
| Cognizant → CTSH | United States | $36.4bn | 0.087% | -0.004 pp | -0.007 pp | +13.8% | 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.