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 Hardware, Storage & Peripherals›Technology Hardware, Storage & Peripherals
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 Technology Hardware, Storage & Peripherals
Technology Hardware, Storage & Peripherals · weight
6.16%
Industry change · 12M
-1.79 pp
Technology Hardware, Storage & Peripherals · contribution
-1.788 pp
Company participation
38%
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 |
|---|---|---|---|---|---|---|---|
| Apple Inc. → AAPL | United States | $3983.7bn | 5.405% | -1.883 pp | -2.260 pp | +28.3% | No |
| Sandisk → SNDK | United States | $161.8bn | 0.220% | +0.057 pp | +0.220 pp | +3314.9% | Yes |
| Western Digital → WDC | United States | $147.3bn | 0.200% | +0.038 pp | +0.163 pp | +895.0% | Yes |
| Seagate Technology → STX | United States | $151.1bn | 0.205% | +0.035 pp | +0.159 pp | +649.6% | Yes |
| HP Inc. → HPQ | United States | $19.1bn | 0.026% | -0.008 pp | -0.032 pp | -14.3% | No |
| Supermicro → SMCI | United States | $16.4bn | 0.022% | -0.011 pp | -0.023 pp | -14.0% | No |
| NetApp → NTAP | United States | $21.9bn | 0.030% | -0.007 pp | -0.014 pp | +25.8% | No |
| Hewlett Packard Enterprise → HPE | United States | $38.2bn | 0.052% | -0.003 pp | +0.001 pp | +81.9% | 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.