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
Semiconductors14.71%+3.11 ppTechnology Hardware, Storage & Peripherals7.97%-0.58 ppSystems Software8.28%+0.44 ppCommunications Equipment1.10%+0.33 ppSemiconductor Materials & Equipment0.74%+0.25 ppIT Consulting & Other Services0.95%-0.23 ppApplication Software3.55%+0.16 ppElectronic Components0.29%+0.11 ppElectronic Equipment & Instruments0.25%-0.04 ppElectronic Manufacturing Services0.18%+0.04 ppTechnology Distributors0.04%-0.03 ppInternet Services & Infrastructure0.11%-0.02 pp
3 · Sub-industry
Inside IT Consulting & Other Services
IT Consulting & Other Services · weight
0.95%
Industry change · 12M
-0.23 pp
IT Consulting & Other Services · contribution
-0.232 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $157.1bn | 0.314% | -0.096 pp | -0.210 pp | -29.0% | No |
| IBM → IBM | United States | $262.8bn | 0.526% | -0.065 pp | +0.052 pp | +31.2% | No |
| Gartner → IT | United States | $19.9bn | 0.040% | -0.027 pp | -0.051 pp | -48.1% | No |
| Cognizant → CTSH | United States | $32.8bn | 0.066% | -0.017 pp | -0.023 pp | -11.7% | 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.