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
Semiconductors18.69%+6.47 ppTechnology Hardware, Storage & Peripherals9.29%+2.19 ppSystems Software6.70%-1.66 ppApplication Software2.34%-1.01 ppSemiconductor Materials & Equipment1.51%+0.94 ppCommunications Equipment1.58%+0.57 ppIT Consulting & Other Services0.76%-0.41 ppElectronic Components0.55%+0.33 ppElectronic Equipment & Instruments0.23%-0.06 ppInternet Services & Infrastructure0.10%-0.04 ppElectronic Manufacturing Services0.17%+0.03 ppTechnology Distributors0.03%-0.03 pp
3 · Sub-industry
Inside Technology Hardware, Storage & Peripherals
Technology Hardware, Storage & Peripherals · weight
9.29%
Industry change · 12M
+2.19 pp
Technology Hardware, Storage & Peripherals · contribution
+2.187 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $4583.3bn | 7.943% | +2.619 pp | +1.145 pp | +56.0% | Yes |
| Sandisk → SNDK | United States | $251.0bn | 0.435% | +0.306 pp | +0.435 pp | +4397.2% | Yes |
| Seagate Technology → STX | United States | $197.3bn | 0.342% | +0.220 pp | +0.285 pp | +655.6% | Yes |
| Western Digital → WDC | United States | $183.1bn | 0.317% | +0.187 pp | +0.277 pp | +934.9% | Yes |
| Hewlett Packard Enterprise → HPE | United States | $57.1bn | 0.099% | +0.060 pp | +0.048 pp | +155.4% | Yes |
| NetApp → NTAP | United States | $34.4bn | 0.060% | +0.033 pp | +0.014 pp | +79.2% | Yes |
| HP Inc. → HPQ | United States | $24.7bn | 0.043% | +0.019 pp | -0.010 pp | +14.1% | Yes |
| Supermicro → SMCI | United States | $27.7bn | 0.048% | +0.021 pp | -0.006 pp | +15.2% | Yes |
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.