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›Internet Services & Infrastructure›Internet Services & Infrastructure
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Information Technology
Semiconductors14.40%+11.56 ppSystems Software8.95%+3.11 ppApplication Software3.69%+1.23 ppTechnology Hardware, Storage & Peripherals6.89%+0.55 ppCommunications Equipment1.09%+0.55 ppSemiconductor Materials & Equipment0.62%+0.23 ppIT Consulting & Other Services0.98%+0.15 ppElectronic Components0.25%+0.12 ppElectronic Manufacturing Services0.18%+0.07 ppElectronic Equipment & Instruments0.28%+0.06 ppInternet Services & Infrastructure0.13%+0.03 ppTechnology Distributors0.05%-0.00 pp
3 · Sub-industry
Inside Internet Services & Infrastructure
Internet Services & Infrastructure · weight
0.13%
Industry change · 12M
+0.03 pp
Internet Services & Infrastructure · contribution
+0.029 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 |
|---|---|---|---|---|---|---|---|
| Verisign → VRSN | United States | $25.1bn | 0.053% | -0.011 pp | +0.020 pp | +44.2% | No |
| GoDaddy → GDDY | United States | $23.0bn | 0.049% | -0.015 pp | +0.012 pp | +11.1% | No |
| Akamai Technologies → AKAM | United States | $11.2bn | 0.024% | -0.006 pp | -0.003 pp | -22.4% | 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.