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
Semiconductors18.72%+5.18 ppSystems Software5.78%-2.86 ppTechnology Hardware, Storage & Peripherals8.95%+2.01 ppApplication Software1.78%-1.78 ppSemiconductor Materials & Equipment2.20%+1.56 ppCommunications Equipment1.57%+0.52 ppIT Consulting & Other Services0.64%-0.51 ppElectronic Components0.70%+0.48 ppElectronic Manufacturing Services0.28%+0.12 ppInternet Services & Infrastructure0.09%-0.05 ppElectronic Equipment & Instruments0.24%-0.04 ppTechnology Distributors0.03%-0.02 pp
3 · Sub-industry
Inside Technology Hardware, Storage & Peripherals
Technology Hardware, Storage & Peripherals · weight
8.95%
Industry change · 12M
+2.01 pp
Technology Hardware, Storage & Peripherals · contribution
+2.012 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $4249.9bn | 7.385% | +1.959 pp | +0.777 pp | +41.6% | Yes |
| Sandisk → SNDK | United States | $336.7bn | 0.585% | +0.449 pp | +0.585 pp | +4913.7% | Yes |
| Western Digital → WDC | United States | $220.2bn | 0.383% | +0.249 pp | +0.334 pp | +900.9% | Yes |
| Seagate Technology → STX | United States | $216.4bn | 0.376% | +0.252 pp | +0.310 pp | +574.1% | Yes |
| Hewlett Packard Enterprise → HPE | United States | $59.7bn | 0.104% | +0.058 pp | +0.046 pp | +125.2% | Yes |
| Supermicro → SMCI | United States | $17.6bn | 0.031% | +0.011 pp | -0.032 pp | -40.2% | Yes |
| HP Inc. → HPQ | United States | $20.1bn | 0.035% | +0.009 pp | -0.015 pp | -5.7% | Yes |
| NetApp → NTAP | United States | $30.3bn | 0.053% | +0.023 pp | +0.007 pp | +48.1% | 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.