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
Semiconductors15.05%+3.50 ppApplication Software2.91%-0.61 ppTechnology Hardware, Storage & Peripherals8.57%+0.37 ppSystems Software7.72%+0.34 ppSemiconductor Materials & Equipment0.90%+0.31 ppCommunications Equipment1.07%+0.26 ppIT Consulting & Other Services0.99%-0.16 ppElectronic Components0.31%+0.12 ppElectronic Equipment & Instruments0.23%-0.06 ppElectronic Manufacturing Services0.17%+0.04 ppInternet Services & Infrastructure0.11%-0.03 ppTechnology Distributors0.04%-0.01 pp
3 · Sub-industry
Inside Internet Services & Infrastructure
Internet Services & Infrastructure · weight
0.11%
Industry change · 12M
-0.03 pp
Internet Services & Infrastructure · contribution
-0.027 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $17.3bn | 0.034% | -0.009 pp | -0.027 pp | -35.3% | No |
| Verisign → VRSN | United States | $23.4bn | 0.046% | -0.007 pp | +0.006 pp | +35.8% | No |
| Akamai Technologies → AKAM | United States | $12.9bn | 0.025% | +0.002 pp | -0.006 pp | -4.8% | Yes |
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.