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

Materials27.4%+25.10 ppEnergy2.1%-0.32 ppCommunication Services2.0%-0.81 ppUtilities2.0%-0.92 ppReal Estate1.6%-0.95 ppIndustrials7.6%-2.27 ppConsumer Discretionary8.9%-2.59 ppConsumer Staples4.7%-2.85 ppFinancials7.8%-4.44 ppInformation Technology28.4%-4.69 ppHealth Care7.4%-5.25 pp

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 Technology Distributors

Technology Distributors0.02%-0.027 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
-0.027 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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
CDW Corporation →
CDW
United States$17.7bn0.024%-0.008 pp-0.027 pp-13.3%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.