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
Semiconductors17.29%+3.19 ppTechnology Hardware, Storage & Peripherals8.93%+1.44 ppApplication Software2.00%-1.38 ppSemiconductor Materials & Equipment1.75%+1.16 ppSystems Software7.68%-0.69 ppCommunications Equipment1.54%+0.41 ppIT Consulting & Other Services0.64%-0.29 ppElectronic Components0.47%+0.21 ppElectronic Manufacturing Services0.22%+0.05 ppInternet Services & Infrastructure0.09%-0.03 ppElectronic Equipment & Instruments0.24%-0.02 ppTechnology Distributors0.03%-0.01 pp
3 · Sub-industry
Inside Technology Hardware, Storage & Peripherals
Technology Hardware, Storage & Peripherals · weight
8.93%
Industry change · 12M
+1.44 pp
Technology Hardware, Storage & Peripherals · contribution
+1.440 pp
Company participation
88%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $4624.2bn | 7.701% | -0.242 pp | +0.559 pp | +37.0% | Yes |
| Sandisk → SNDK | United States | $229.4bn | 0.382% | -0.053 pp | +0.382 pp | +2885.9% | Yes |
| Seagate Technology → STX | United States | $187.7bn | 0.313% | -0.029 pp | +0.239 pp | +398.9% | Yes |
| Western Digital → WDC | United States | $162.4bn | 0.271% | -0.047 pp | +0.213 pp | +462.3% | No |
| Hewlett Packard Enterprise → HPE | United States | $69.2bn | 0.115% | +0.016 pp | +0.054 pp | +136.3% | Yes |
| NetApp → NTAP | United States | $36.3bn | 0.060% | +0.001 pp | +0.014 pp | +67.2% | Yes |
| Supermicro → SMCI | United States | $24.5bn | 0.041% | -0.007 pp | -0.010 pp | -10.3% | Yes |
| HP Inc. → HPQ | United States | $27.1bn | 0.045% | +0.002 pp | -0.010 pp | +10.6% | 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.