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
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 Internet Services & Infrastructure
Internet Services & Infrastructure · weight
0.10%
Industry change · 12M
-0.03 pp
Internet Services & Infrastructure · contribution
-0.031 pp
Company participation
0%
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 |
|---|---|---|---|---|---|---|---|
| GoDaddy → GDDY | United States | $18.0bn | 0.035% | -0.013 pp | -0.020 pp | -20.2% | No |
| Akamai Technologies → AKAM | United States | $10.8bn | 0.021% | -0.002 pp | -0.015 pp | -25.7% | No |
| Verisign → VRSN | United States | $22.2bn | 0.044% | -0.009 pp | +0.004 pp | +36.4% | 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.