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
Systems Software4.46%-2.74 ppTechnology Hardware, Storage & Peripherals5.82%-2.61 ppApplication Software1.57%-1.73 ppSemiconductors10.39%-0.75 ppIT Consulting & Other Services0.55%-0.65 ppSemiconductor Materials & Equipment0.94%+0.37 ppCommunications Equipment0.86%-0.18 ppElectronic Components0.30%+0.11 ppElectronic Equipment & Instruments0.18%-0.11 ppInternet Services & Infrastructure0.06%-0.07 ppTechnology Distributors0.02%-0.03 ppElectronic Manufacturing Services0.13%-0.01 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
1.57%
Industry change · 12M
-1.73 pp
Application Software · contribution
-1.731 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 2026 · 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 | $417.8bn | 0.573% | -0.554 pp | -0.465 pp | -11.6% | No |
| Salesforce → CRM | United States | $182.5bn | 0.251% | -0.181 pp | -0.387 pp | -34.2% | No |
| Adobe Inc. → ADBE | United States | $107.7bn | 0.148% | -0.115 pp | -0.279 pp | -40.2% | No |
| Intuit → INTU | United States | $113.1bn | 0.155% | -0.191 pp | -0.229 pp | -32.9% | No |
| Workday, Inc. → WDAY | United States | $29.4bn | 0.040% | -0.053 pp | -0.089 pp | -49.2% | No |
| Autodesk → ADSK | United States | $52.1bn | 0.072% | -0.055 pp | -0.060 pp | -10.3% | No |
| Fair Isaac → FICO | United States | $33.4bn | 0.046% | -0.038 pp | -0.057 pp | -25.3% | No |
| Synopsys → SNPS | United States | $79.3bn | 0.109% | -0.044 pp | -0.049 pp | -9.5% | No |
| Cadence Design Systems → CDNS | United States | $82.2bn | 0.113% | -0.054 pp | -0.041 pp | +20.3% | No |
| Tyler Technologies → TYL | United States | $15.2bn | 0.021% | -0.019 pp | -0.038 pp | -41.7% | No |
| PTC Inc. → PTC | United States | $18.6bn | 0.026% | -0.016 pp | -0.018 pp | -4.3% | No |
| Trimble Inc. → TRMB | United States | $15.6bn | 0.021% | -0.017 pp | -0.018 pp | -7.1% | 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.