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

Information Technology39.9%+2.38 ppEnergy2.7%+0.38 ppHealth Care10.6%+0.37 ppMaterials2.0%-0.11 ppIndustrials9.9%-0.12 ppReal Estate2.1%-0.17 ppCommunication Services2.2%-0.23 ppUtilities2.5%-0.34 ppConsumer Discretionary11.3%-0.38 ppConsumer Staples5.9%-0.60 ppFinancials10.9%-1.19 pp

2 · Industry

Inside Information Technology

Semiconductors17.20%+2.80 ppTechnology Hardware, Storage & Peripherals9.09%+2.20 ppSystems Software7.02%-1.93 ppApplication Software1.80%-1.89 ppSemiconductor Materials & Equipment1.53%+0.91 ppCommunications Equipment1.55%+0.46 ppIT Consulting & Other Services0.62%-0.37 ppElectronic Components0.47%+0.22 ppElectronic Manufacturing Services0.23%+0.06 ppElectronic Equipment & Instruments0.24%-0.03 ppInternet Services & Infrastructure0.09%-0.03 ppTechnology Distributors0.03%-0.02 pp

3 · Sub-industry

Inside Technology Distributors

Technology Distributors0.03%-0.015 pp
Concentrated

Most of this industry's losses came from a few companies.

View all contributions →
Technology Distributors · weight
0.03%
Industry change · 12M
-0.02 pp
Technology Distributors · contribution
-0.015 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jul 2026 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
CDW Corporation →
CDW
United States$18.9bn0.033%+0.009 pp-0.015 pp-13.6%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.