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 Software4.57%-3.11 ppSemiconductors12.72%+2.06 ppTechnology Hardware, Storage & Peripherals6.16%-1.79 ppApplication Software1.58%-1.68 ppIT Consulting & Other Services0.50%-0.67 ppSemiconductor Materials & Equipment1.01%+0.44 ppElectronic Components0.40%+0.19 ppElectronic Equipment & Instruments0.19%-0.10 ppInternet Services & Infrastructure0.07%-0.09 ppCommunications Equipment1.10%+0.08 ppTechnology Distributors0.02%-0.03 ppElectronic Manufacturing Services0.13%-0.01 pp
3 · Sub-industry
Inside Application Software
Application Software · weight
1.58%
Industry change · 12M
-1.68 pp
Application Software · contribution
-1.682 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $162.9bn | 0.221% | -0.160 pp | -0.399 pp | -33.8% | No |
| Oracle Corporation → ORCL | United States | $464.2bn | 0.630% | -0.275 pp | -0.318 pp | +15.8% | No |
| Intuit → INTU | United States | $107.4bn | 0.146% | -0.120 pp | -0.275 pp | -37.6% | No |
| Adobe Inc. → ADBE | United States | $99.5bn | 0.135% | -0.095 pp | -0.249 pp | -34.4% | No |
| Workday, Inc. → WDAY | United States | $26.9bn | 0.037% | -0.037 pp | -0.093 pp | -50.0% | No |
| Fair Isaac → FICO | United States | $23.8bn | 0.032% | -0.034 pp | -0.084 pp | -48.5% | No |
| Cadence Design Systems → CDNS | United States | $89.9bn | 0.122% | -0.032 pp | -0.073 pp | +10.7% | No |
| Autodesk → ADSK | United States | $50.0bn | 0.068% | -0.035 pp | -0.072 pp | -13.6% | No |
| Synopsys → SNPS | United States | $92.4bn | 0.125% | -0.045 pp | -0.045 pp | +5.1% | No |
| Tyler Technologies → TYL | United States | $14.4bn | 0.020% | -0.011 pp | -0.037 pp | -37.2% | No |
| PTC Inc. → PTC | United States | $16.2bn | 0.022% | -0.014 pp | -0.023 pp | -12.0% | No |
| Trimble Inc. → TRMB | United States | $15.7bn | 0.021% | -0.009 pp | -0.014 pp | +8.3% | 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.