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
Semiconductors15.99%+3.85 ppSystems Software8.13%+0.62 ppCommunications Equipment1.12%+0.32 ppSemiconductor Materials & Equipment0.84%+0.20 ppIT Consulting & Other Services0.98%-0.16 ppElectronic Components0.32%+0.13 ppTechnology Hardware, Storage & Peripherals8.25%-0.11 ppElectronic Equipment & Instruments0.23%-0.06 ppElectronic Manufacturing Services0.19%+0.05 ppApplication Software3.37%-0.05 ppInternet Services & Infrastructure0.10%-0.03 ppTechnology Distributors0.04%-0.02 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
3.37%
Industry change · 12M
-0.05 pp
Application Software · contribution
-0.046 pp
Company participation
8%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 |
|---|---|---|---|---|---|---|---|
| Oracle Corporation → ORCL | United States | $746.3bn | 1.462% | -0.041 pp | +0.369 pp | +58.0% | Yes |
| Adobe Inc. → ADBE | United States | $142.5bn | 0.279% | -0.041 pp | -0.216 pp | -28.8% | No |
| Salesforce → CRM | United States | $247.9bn | 0.486% | -0.035 pp | -0.169 pp | -10.1% | No |
| Workday, Inc. → WDAY | United States | $52.8bn | 0.103% | -0.003 pp | +0.103 pp | +2.6% | No |
| Intuit → INTU | United States | $186.1bn | 0.365% | -0.097 pp | -0.037 pp | +10.1% | No |
| Fair Isaac → FICO | United States | $39.8bn | 0.078% | +0.005 pp | -0.037 pp | -16.7% | No |
| Tyler Technologies → TYL | United States | $20.5bn | 0.040% | -0.013 pp | -0.021 pp | -21.4% | No |
| Synopsys → SNPS | United States | $84.3bn | 0.165% | -0.042 pp | -0.020 pp | -11.6% | No |
| Autodesk → ADSK | United States | $64.2bn | 0.126% | -0.011 pp | -0.018 pp | +6.2% | No |
| PTC Inc. → PTC | United States | $23.8bn | 0.047% | -0.008 pp | -0.006 pp | +7.1% | No |
| Cadence Design Systems → CDNS | United States | $92.2bn | 0.181% | -0.029 pp | +0.003 pp | +22.7% | No |
| Trimble Inc. → TRMB | United States | $19.0bn | 0.037% | -0.005 pp | +0.002 pp | +31.8% | 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.