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
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 Internet Services & Infrastructure
Internet Services & Infrastructure · weight
0.07%
Industry change · 12M
-0.07 pp
Internet Services & Infrastructure · contribution
-0.073 pp
Company participation
33%
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 |
|---|---|---|---|---|---|---|---|
| GoDaddy → GDDY | United States | $11.0bn | 0.016% | -0.017 pp | -0.044 pp | -54.1% | No |
| Verisign → VRSN | United States | $22.8bn | 0.033% | -0.011 pp | -0.024 pp | -0.9% | No |
| Akamai Technologies → AKAM | United States | $16.6bn | 0.024% | -0.000 pp | -0.004 pp | +42.7% | 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.