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
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 Technology Hardware, Storage & Peripherals
Technology Hardware, Storage & Peripherals · weight
6.89%
Industry change · 12M
+0.55 pp
Technology Hardware, Storage & Peripherals · contribution
+0.555 pp
Company participation
57%
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 |
|---|---|---|---|---|---|---|---|
| Apple Inc. → AAPL | United States | $3100.2bn | 6.538% | -1.127 pp | +0.434 pp | -6.1% | No |
| Supermicro → SMCI | United States | $35.2bn | 0.074% | +0.029 pp | +0.067 pp | -16.0% | Yes |
| Seagate Technology → STX | United States | $33.3bn | 0.070% | +0.024 pp | +0.032 pp | +58.0% | Yes |
| Western Digital → WDC | United States | $27.5bn | 0.058% | +0.021 pp | +0.028 pp | +55.6% | Yes |
| HP Inc. → HPQ | United States | $23.3bn | 0.049% | -0.009 pp | -0.014 pp | -28.6% | No |
| Hewlett Packard Enterprise → HPE | United States | $27.1bn | 0.057% | +0.006 pp | +0.011 pp | +6.9% | Yes |
| NetApp → NTAP | United States | $20.9bn | 0.044% | +0.000 pp | -0.003 pp | -16.3% | 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.