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
Semiconductors10.66%+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 Technology Hardware, Storage & Peripherals
Technology Hardware, Storage & Peripherals · weight
7.95%
Industry change · 12M
+0.06 pp
Technology Hardware, Storage & Peripherals · contribution
+0.062 pp
Company participation
29%
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 |
|---|---|---|---|---|---|---|---|
| Apple Inc. → AAPL | United States | $3192.2bn | 7.665% | -0.218 pp | +0.048 pp | +25.3% | No |
| NetApp → NTAP | United States | $18.3bn | 0.044% | -0.011 pp | +0.038 pp | -10.5% | No |
| Supermicro → SMCI | United States | $18.9bn | 0.045% | +0.042 pp | +0.031 pp | -62.9% | Yes |
| HP Inc. → HPQ | United States | $24.1bn | 0.058% | -0.010 pp | -0.022 pp | -5.8% | No |
| Western Digital → WDC | United States | $15.3bn | 0.037% | -0.001 pp | -0.014 pp | -18.1% | No |
| Hewlett Packard Enterprise → HPE | United States | $21.3bn | 0.051% | -0.011 pp | -0.013 pp | -1.9% | No |
| Seagate Technology → STX | United States | $19.3bn | 0.046% | +0.001 pp | -0.006 pp | +9.1% | 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.