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%+2.87 ppApplication Software2.98%-0.53 ppTechnology Hardware, Storage & Peripherals8.35%-0.51 ppSemiconductor Materials & Equipment0.94%+0.37 ppCommunications Equipment1.07%+0.25 ppIT Consulting & Other Services0.99%-0.15 ppElectronic Components0.31%+0.12 ppElectronic Equipment & Instruments0.23%-0.05 ppElectronic Manufacturing Services0.18%+0.05 ppInternet Services & Infrastructure0.10%-0.04 ppTechnology Distributors0.03%-0.02 ppSystems Software7.56%+0.02 pp
3 · Sub-industry
Inside Internet Services & Infrastructure
Internet Services & Infrastructure · weight
0.10%
Industry change · 12M
-0.04 pp
Internet Services & Infrastructure · contribution
-0.039 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $16.8bn | 0.033% | -0.005 pp | -0.030 pp | -37.1% | No |
| Akamai Technologies → AKAM | United States | $12.6bn | 0.025% | +0.003 pp | -0.008 pp | -8.8% | Yes |
| Verisign → VRSN | United States | $22.5bn | 0.044% | -0.008 pp | -0.001 pp | +18.4% | 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.