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 Software4.49%-2.69 ppTechnology Hardware, Storage & Peripherals5.94%-2.26 ppApplication Software1.63%-1.54 ppIT Consulting & Other Services0.57%-0.61 ppSemiconductor Materials & Equipment0.91%+0.36 ppSemiconductors10.63%+0.25 ppElectronic Components0.35%+0.16 ppElectronic Equipment & Instruments0.18%-0.12 ppInternet Services & Infrastructure0.07%-0.07 ppCommunications Equipment0.95%-0.07 ppTechnology Distributors0.02%-0.03 ppElectronic Manufacturing Services0.13%-0.01 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
1.63%
Industry change · 12M
-1.54 pp
Application Software · contribution
-1.539 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 |
|---|---|---|---|---|---|---|---|
| Salesforce → CRM | United States | $172.3bn | 0.251% | -0.235 pp | -0.361 pp | -30.0% | No |
| Oracle Corporation → ORCL | United States | $423.1bn | 0.616% | -0.481 pp | -0.315 pp | +6.3% | No |
| Adobe Inc. → ADBE | United States | $98.3bn | 0.143% | -0.144 pp | -0.245 pp | -36.6% | No |
| Intuit → INTU | United States | $119.6bn | 0.174% | -0.187 pp | -0.233 pp | -29.1% | No |
| Workday, Inc. → WDAY | United States | $28.6bn | 0.042% | -0.051 pp | -0.080 pp | -44.4% | No |
| Fair Isaac → FICO | United States | $25.3bn | 0.037% | -0.042 pp | -0.070 pp | -42.1% | No |
| Autodesk → ADSK | United States | $50.5bn | 0.074% | -0.049 pp | -0.059 pp | -8.6% | No |
| Cadence Design Systems → CDNS | United States | $75.8bn | 0.110% | -0.056 pp | -0.055 pp | +9.3% | No |
| Synopsys → SNPS | United States | $76.0bn | 0.111% | -0.065 pp | -0.047 pp | -7.5% | No |
| Tyler Technologies → TYL | United States | $14.7bn | 0.021% | -0.017 pp | -0.038 pp | -41.1% | No |
| PTC Inc. → PTC | United States | $17.0bn | 0.025% | -0.016 pp | -0.020 pp | -8.0% | No |
| Trimble Inc. → TRMB | United States | $15.3bn | 0.022% | -0.014 pp | -0.016 pp | -0.6% | 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.