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
Semiconductors14.10%+4.00 ppTechnology Hardware, Storage & Peripherals7.49%-1.23 ppSystems Software8.37%+0.47 ppCommunications Equipment1.12%+0.36 ppIT Consulting & Other Services0.93%-0.23 ppSemiconductor Materials & Equipment0.59%+0.09 ppElectronic Components0.26%+0.07 ppApplication Software3.38%+0.06 ppElectronic Equipment & Instruments0.26%-0.04 ppElectronic Manufacturing Services0.17%+0.03 ppTechnology Distributors0.04%-0.03 ppInternet Services & Infrastructure0.12%-0.02 pp
3 · Sub-industry
Inside IT Consulting & Other Services
IT Consulting & Other Services · weight
0.93%
Industry change · 12M
-0.23 pp
IT Consulting & Other Services · contribution
-0.235 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $165.6bn | 0.343% | -0.114 pp | -0.183 pp | -22.6% | No |
| Gartner → IT | United States | $19.0bn | 0.039% | -0.037 pp | -0.052 pp | -48.9% | No |
| IBM → IBM | United States | $226.8bn | 0.470% | -0.075 pp | +0.020 pp | +23.9% | No |
| Cognizant → CTSH | United States | $35.3bn | 0.073% | -0.017 pp | -0.020 pp | -5.6% | 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.