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 Software4.57%-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 Internet Services & Infrastructure
Internet Services & Infrastructure · weight
0.07%
Industry change · 12M
-0.09 pp
Internet Services & Infrastructure · contribution
-0.088 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 |
|---|---|---|---|---|---|---|---|
| GoDaddy → GDDY | United States | $11.6bn | 0.016% | -0.010 pp | -0.048 pp | -53.9% | No |
| Verisign → VRSN | United States | $24.4bn | 0.033% | -0.010 pp | -0.030 pp | -3.6% | No |
| Akamai Technologies → AKAM | United States | $14.9bn | 0.020% | -0.006 pp | -0.009 pp | +27.8% | 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.