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
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 Hardware, Storage & Peripherals
Technology Hardware, Storage & Peripherals · weight
9.09%
Industry change · 12M
+2.20 pp
Technology Hardware, Storage & Peripherals · contribution
+2.201 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
| Company | Country | Market cap | Universe weight | 3M contribution | 12M contribution | 12M price return | Above 6M weight average |
|---|---|---|---|---|---|---|---|
| Apple Inc. → AAPL | United States | $4508.3bn | 7.870% | +2.465 pp | +1.332 pp | +49.4% | Yes |
| Sandisk → SNDK | United States | $179.9bn | 0.314% | +0.095 pp | +0.314 pp | +2730.4% | Yes |
| Western Digital → WDC | United States | $187.8bn | 0.328% | +0.128 pp | +0.270 pp | +594.3% | Yes |
| Seagate Technology → STX | United States | $192.0bn | 0.335% | +0.130 pp | +0.265 pp | +449.8% | Yes |
| Hewlett Packard Enterprise → HPE | United States | $63.4bn | 0.111% | +0.059 pp | +0.053 pp | +136.3% | Yes |
| Supermicro → SMCI | United States | $17.1bn | 0.030% | +0.008 pp | -0.044 pp | -51.8% | Yes |
| NetApp → NTAP | United States | $35.0bn | 0.061% | +0.031 pp | +0.017 pp | +74.4% | Yes |
| HP Inc. → HPQ | United States | $24.9bn | 0.044% | +0.018 pp | -0.006 pp | +15.6% | 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.