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›Technology Distributors›Technology Distributors

1 · Sector

Weight and 12M allocation change

Materials29.2%+26.88 ppEnergy2.3%-0.54 ppCommunication Services2.2%-0.64 ppUtilities2.1%-0.78 ppReal Estate1.6%-0.97 ppIndustrials7.6%-2.18 ppConsumer Staples4.9%-2.47 ppConsumer Discretionary8.4%-3.06 ppFinancials7.9%-4.65 ppHealth Care8.0%-4.97 ppInformation Technology25.9%-6.63 pp

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 Technology Distributors

Technology Distributors0.02%-0.028 pp
Concentrated

Most of this industry's losses came from a few companies.

View all contributions →
Technology Distributors · weight
0.02%
Industry change · 12M
-0.03 pp
Technology Distributors · contribution
-0.028 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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
CDW Corporation →
CDW
United States$15.6bn0.023%-0.012 pp-0.028 pp-23.2%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.