Computer programming, data processing, and other computer related services (SIC 737)

Computer programming, data processing, and other computer related services (SIC 737)

Major group 73: Business services

Companies whose SIC industry code starts with 737. Companies with no code (SIC 0) and shell companies (SIC 9995) are left out.

Its 4-digit industries: 7370 Services-computer programming, data processing, etc. · 7371 Services-computer programming services · 7372 Services-prepackaged software · 7373 Services-computer integrated systems design · 7374 Services-computer processing & data preparation

Known data problem, under review.
Alphabet Inc: After Google became Alphabet in 2015, the founders’ voting shares are miscounted: an old record is counted twice until late 2018, and after that their 10-vote shares count as 1 vote. Voting figures in these quarters are unreliable.
These companies are included in the averages below.

S&P 500 companies All companies

The tiles, heatmap and tables below use the industry’s S&P 500 companies.

Companies in 2020 Q4 40

Average profit weight between them 0.58

Average profit weight in the industry over time

The mean profit weight over every ordered pair of the industry’s companies, each quarter: S&P 500 companies (solid) and all companies (faded). Click a quarter to show it.

Computed from the current data release, using every firm in the sample. Published papers used earlier releases and samples, so their figures differ slightly.

Show the numbers

Profit weights between the 30 largest companies, 2020 Q4

Each cell is the profit weight of the row company’s shareholders on the column company (darker: higher). Companies are ordered so that tightly linked groups form blocks. Largest means most reported owners. Click a cell to compare the two companies.

	Oracle Corp	Microsoft Corp	Automatic Data Proces…	Adobe Inc	Alphabet Inc	Electronic Arts Inc	Cognizant Technology …	Ansys Inc	Fidelity National Inf…	Cerner Corp	Akamai Technologies I…	PayPal Holdings Inc	Broadridge Financial …	Twitter Inc	Henry Jack & Assoc Inc	Autodesk Inc	Synopsys Inc	Salesforce Com Inc	Intuit Inc	Cadence Design System…	Etsy Inc	Citrix Systems Inc	Activision Blizzard I…	Servicenow Inc	Jacobs Engineering Gr…	Roper Technologies Inc	Paycom Software Inc	Fiserv Inc	Global Payments Inc	Facebook Inc
Oracle Corp		0.06	0.07	0.07	0.05	0.07	0.08	0.08	0.07	0.08	0.08	0.06	0.08	0.07	0.09	0.07	0.08	0.07	0.07	0.09	0.08	0.09	0.07	0.07	0.07	0.07	0.07	0.06	0.06	0.05
Microsoft Corp	0.57		0.97	1.03	0.85	1.01	1.06	1.08	1.02	1.05	1.10	1.00	1.10	1.04	1.26	1.12	1.16	1.05	1.03	1.24	1.15	1.27	1.14	1.13	1.17	1.07	1.07	0.86	1.09	0.90
Automatic Data Processing Inc	0.53	0.81		0.84	0.68	0.88	0.93	0.94	0.82	1.04	0.98	0.81	0.97	1.00	1.12	0.87	0.97	0.81	0.84	1.05	0.97	1.08	0.85	0.89	0.95	0.83	0.87	0.67	0.82	0.68
Adobe Inc	0.52	0.85	0.83		0.73	0.91	0.95	1.01	0.85	0.93	0.99	0.88	0.94	0.92	1.08	0.98	0.96	0.99	0.88	1.13	0.97	1.06	1.00	0.93	0.94	0.87	0.87	0.69	0.81	0.76
Alphabet Inc	0.54	0.92	0.89	0.98		0.95	0.99	1.01	0.95	0.99	1.03	0.94	0.99	0.95	1.13	1.01	1.08	1.05	0.98	1.18	1.08	1.17	1.05	1.03	1.01	1.01	0.97	0.81	1.05	0.83
Electronic Arts Inc	0.46	0.73	0.77	0.80	0.63		0.86	0.89	0.78	0.83	0.85	0.74	0.84	0.77	0.97	0.84	0.87	0.77	0.77	1.11	0.87	0.97	0.87	0.80	0.85	0.78	0.77	0.65	0.72	0.64
Cognizant Technology Sols Corp	0.44	0.68	0.72	0.75	0.59	0.77		0.82	0.71	0.83	0.84	0.69	0.79	0.72	0.93	0.77	0.83	0.73	0.73	0.97	0.80	0.93	0.78	0.75	0.76	0.73	0.74	0.60	0.69	0.59
Ansys Inc	0.43	0.65	0.68	0.74	0.55	0.74	0.77		0.68	0.77	0.83	0.67	0.79	0.77	0.91	0.73	0.83	0.73	0.70	1.01	0.79	0.90	0.71	0.70	0.71	0.72	0.72	0.58	0.64	0.55
Fidelity National Info SVCS I…	0.48	0.83	0.80	0.84	0.72	0.88	0.89	0.91		0.87	0.90	0.84	0.96	0.86	1.02	0.90	1.06	0.91	0.95	1.12	1.03	1.15	0.91	1.02	0.98	1.04	0.94	0.85	1.14	0.75
Cerner Corp	0.42	0.59	0.70	0.63	0.50	0.64	0.72	0.72	0.60		0.74	0.59	0.75	0.70	0.86	0.68	0.75	0.62	0.62	0.85	0.73	0.82	0.60	0.63	0.66	0.61	0.65	0.51	0.61	0.48
Akamai Technologies Inc	0.42	0.62	0.66	0.68	0.53	0.66	0.73	0.77	0.62	0.74		0.63	0.77	0.74	0.87	0.68	0.81	0.68	0.66	0.87	0.76	0.92	0.66	0.67	0.68	0.69	0.68	0.53	0.59	0.52
PayPal Holdings Inc	0.46	0.81	0.77	0.85	0.69	0.82	0.85	0.89	0.83	0.83	0.90		0.89	0.82	1.00	0.88	0.98	0.91	0.90	1.02	0.96	1.05	0.90	0.94	0.91	0.93	0.89	0.73	0.95	0.74
Broadridge Financial Solutns …	0.41	0.63	0.66	0.65	0.54	0.66	0.69	0.74	0.67	0.76	0.78	0.63		0.70	0.89	0.65	0.85	0.68	0.74	0.87	0.83	0.95	0.62	0.72	0.74	0.76	0.74	0.62	0.77	0.53
Twitter Inc	0.40	0.63	0.73	0.68	0.53	0.64	0.68	0.77	0.65	0.76	0.80	0.63	0.74		0.85	0.67	0.76	0.66	0.62	0.82	0.73	0.84	0.68	0.75	0.71	0.68	0.66	0.50	0.58	0.53
Henry Jack & Assoc Inc	0.39	0.60	0.64	0.62	0.50	0.64	0.69	0.71	0.60	0.73	0.74	0.59	0.74	0.66		0.68	0.74	0.58	0.61	0.88	0.70	0.81	0.67	0.65	0.72	0.60	0.68	0.51	0.55	0.50
Autodesk Inc	0.41	0.70	0.66	0.74	0.58	0.73	0.74	0.75	0.70	0.76	0.76	0.69	0.71	0.70	0.89		0.74	0.71	0.66	0.88	0.73	0.82	0.86	0.78	0.83	0.67	0.70	0.53	0.62	0.64
Synopsys Inc	0.40	0.63	0.63	0.63	0.56	0.66	0.70	0.75	0.71	0.73	0.79	0.67	0.81	0.69	0.84	0.64		0.72	0.80	0.92	0.85	1.01	0.62	0.79	0.72	0.89	0.77	0.70	0.91	0.55
Salesforce Com Inc	0.41	0.70	0.64	0.80	0.63	0.71	0.75	0.80	0.74	0.73	0.80	0.75	0.79	0.72	0.80	0.75	0.87		0.83	0.89	0.90	0.95	0.79	0.83	0.70	0.91	0.76	0.68	0.94	0.66
Intuit Inc	0.41	0.69	0.67	0.71	0.62	0.71	0.75	0.77	0.78	0.74	0.78	0.75	0.86	0.68	0.85	0.70	0.97	0.83		0.92	0.94	1.08	0.69	0.90	0.80	1.02	0.86	0.79	1.09	0.63
Cadence Design Systems Inc	0.35	0.52	0.53	0.58	0.44	0.64	0.63	0.70	0.58	0.63	0.65	0.53	0.64	0.57	0.77	0.59	0.71	0.56	0.58		0.63	0.74	0.56	0.58	0.56	0.58	0.57	0.51	0.54	0.43
Etsy Inc	0.38	0.63	0.64	0.65	0.56	0.66	0.67	0.72	0.69	0.71	0.75	0.66	0.80	0.66	0.80	0.64	0.85	0.74	0.77	0.82		0.95	0.64	0.76	0.72	0.85	0.76	0.65	0.92	0.57
Citrix Systems Inc	0.36	0.57	0.58	0.57	0.50	0.60	0.64	0.66	0.63	0.65	0.73	0.59	0.74	0.61	0.76	0.58	0.82	0.64	0.72	0.79	0.77		0.55	0.72	0.66	0.82	0.71	0.62	0.82	0.50
Activision Blizzard Inc	0.39	0.73	0.65	0.78	0.61	0.77	0.77	0.76	0.72	0.68	0.75	0.72	0.70	0.72	0.90	0.89	0.73	0.76	0.67	0.85	0.75	0.79		0.78	0.87	0.65	0.71	0.54	0.64	0.69
Servicenow Inc	0.39	0.72	0.68	0.72	0.63	0.70	0.74	0.74	0.80	0.72	0.76	0.75	0.81	0.79	0.88	0.79	0.93	0.79	0.86	0.88	0.89	1.04	0.77		0.86	0.98	0.86	0.75	1.04	0.68
Jacobs Engineering Group Inc	0.34	0.60	0.58	0.58	0.49	0.59	0.59	0.60	0.61	0.60	0.61	0.58	0.66	0.59	0.77	0.67	0.67	0.54	0.61	0.67	0.67	0.75	0.69	0.68		0.62	0.65	0.52	0.65	0.53
Roper Technologies Inc	0.32	0.55	0.51	0.54	0.50	0.55	0.58	0.61	0.65	0.56	0.63	0.59	0.69	0.57	0.64	0.54	0.83	0.70	0.78	0.71	0.79	0.94	0.52	0.78	0.63		0.72	0.69	1.01	0.52
Paycom Software Inc	0.22	0.39	0.37	0.38	0.33	0.38	0.41	0.43	0.42	0.42	0.43	0.40	0.47	0.39	0.51	0.40	0.50	0.41	0.46	0.49	0.50	0.57	0.40	0.48	0.46	0.50		0.40	0.54	0.35
Fiserv Inc	0.24	0.42	0.39	0.40	0.38	0.43	0.45	0.46	0.51	0.44	0.46	0.44	0.53	0.40	0.51	0.41	0.62	0.49	0.57	0.59	0.57	0.68	0.41	0.57	0.50	0.65	0.54		0.72	0.39
Global Payments Inc	0.21	0.41	0.37	0.37	0.39	0.37	0.40	0.40	0.53	0.41	0.40	0.45	0.51	0.36	0.43	0.37	0.63	0.53	0.62	0.49	0.63	0.70	0.37	0.61	0.48	0.74	0.57	0.56		0.41
Facebook Inc	0.05	0.09	0.08	0.09	0.08	0.09	0.09	0.09	0.09	0.09	0.09	0.09	0.09	0.09	0.10	0.10	0.10	0.10	0.09	0.10	0.10	0.11	0.11	0.11	0.10	0.10	0.10	0.08	0.11

Investors who drive it, 2020 Q4

The investors that contribute most to the industry’s average profit weight: roughly, those holding sizeable stakes in many of its companies at once. Investor types are inferred from the forms each investor files with the SEC and are under review. Anyone filing Forms 3/4/5 counts as an insider unless they also file 13F, in which case they count as an asset manager (such as Carl Icahn).

Big Three
Asset manager
Non-financial blockholder
Activist
Insider

#	Investor	Type	Companies held here	Share of the average	SEC CIK
1	Vanguard Group Inc	Big Three	40	41%	102909
2	BlackRock Inc.	Big Three	40	29%	1364742
3	State Street Corp	Big Three	38	8%	93751
4	Price T Rowe Associates Inc /MD/	Asset manager	39	5%	80255
5	FMR Llc*Fil LTD	Asset manager	37	3%	315066
6	Capital International Inc /Ca/Capital International SarlCapital International LTD /Ca/Capital Research Global InvestorsCapital World InvestorsCapital International InvestorsCapital Bank & Trust Co	Asset manager	26	2%	732812
7	Geode Capital Management, LLC	Asset manager	40	1%	1214717
8	Bank of New York Mellon Corp	Asset manager	38	0.8%	1629943
9	Northern Trust Corp	Asset manager	40	0.7%	73124
10	Wellington Management Group LLP	Asset manager	35	0.7%	902219
11	Morgan Stanley	Asset manager	40	0.6%	895421
12	Royce & Associates LP	Asset manager	37	0.6%	38777
13	Massachusetts Financial Services Co /MA/	Asset manager	26	0.6%	912938
14	Invesco LTD.	Asset manager	38	0.4%	914208
15	JPMorgan Chase & Co	Asset manager	39	0.4%	19617
16	Norges Bank	Asset manager	37	0.4%	1374170
17	UBS Asset Management Americas Inc*Ubs Group AG	Asset manager	40	0.3%	1610520
18	Alliancebernstein L.P.	Asset manager	38	0.3%	1109448
19	Bank of America Corp /DE/	Asset manager	39	0.3%	70858
20	Ameriprise Financial Inc	Asset manager	39	0.3%	820027
21	Nuveen Asset Management, LLC	Asset manager	38	0.3%	1521019
22	Wells Fargo & Company/Mn	Asset manager	40	0.3%	72971
23	Legal & General Group PLC	Asset manager	38	0.2%	764068
24	Janus Henderson Group PLC	Asset manager	37	0.2%	1274173
25	United Capital Financial Advisers, LLC	Asset manager	39	0.2%	886982

The companies, 2020 Q4

Company	Reported owners	Reported ownership	SEC CIK
Microsoft Corp SIC 7372 · S&P 500	3771	70.52%	789019
Alphabet Inc SIC 7370 · S&P 500 · dual class · known data problem	3116	73.60%	1652044
Facebook Inc SIC 7370 · S&P 500 · dual class	2873	79.71%	1326801
PayPal Holdings Inc SIC 7374 · S&P 500	2229	87.88%	1633917
Adobe Inc SIC 7370 · S&P 500	1956	83.31%	796343
Oracle Corp SIC 7370 · S&P 500	1906	85.46%	1341439
Salesforce Com Inc SIC 7372 · S&P 500	1858	83.55%	1108524
Automatic Data Processing Inc SIC 7374 · S&P 500	1602	79.71%	8670
Fiserv Inc SIC 7374 · S&P 500	1238	91.91%	798354
Activision Blizzard Inc SIC 7372 · S&P 500 · outlier	1204	88.02%	718877
Intuit Inc SIC 7372 · S&P 500	1201	90.69%	896878
Servicenow Inc SIC 7372 · S&P 500	1166	89.04%	1373715
Fidelity National Info SVCS Inc SIC 7374 · S&P 500	1131	90.72%	1136893
Autodesk Inc SIC 7370 · S&P 500 · outlier	953	90.04%	769397
Electronic Arts Inc SIC 7372 · S&P 500	933	92.25%	712515
Roper Technologies Inc SIC 7370 · S&P 500	926	94.53%	882835
Cognizant Technology Sols Corp SIC 7370 · S&P 500	891	90.97%	1058290
Twitter Inc SIC 7370 · S&P 500	872	79.05%	1418091
Global Payments Inc SIC 7374 · S&P 500	865	89.15%	1123360
Cerner Corp SIC 7373 · S&P 500	781	88.31%	804753
Broadridge Financial Solutns Inc SIC 7373 · S&P 500	771	86.86%	1383312
Akamai Technologies Inc SIC 7370 · S&P 500	762	96.77%	1086222
Ansys Inc SIC 7372 · S&P 500	731	92.43%	1013462
Etsy Inc SIC 7370 · S&P 500	692	92.90%	1370637
Cadence Design Systems Inc SIC 7372 · S&P 500	688	92.01%	813672
Citrix Systems Inc SIC 7372 · S&P 500	687	97.04%	877890
Synopsys Inc SIC 7372 · S&P 500	674	88.58%	883241
Jacobs Engineering Group Inc SIC 7370 · S&P 500	629	87.74%	52988
Henry Jack & Assoc Inc SIC 7373 · S&P 500	620	93.90%	779152
Paycom Software Inc SIC 7370 · S&P 500	604	97.89%	1590955
Tyler Technologies Inc SIC 7373 · S&P 500	586	97.06%	860731
Leidos Holdings Inc SIC 7373 · S&P 500	574	77.69%	1336920
D X C Technology Co SIC 7370 · S&P 500	557	84.43%	1688568
Verisign Inc SIC 7370 · S&P 500 · outlier	538	91.47%	1014473
F 5 Networks Inc SIC 7373 · S&P 500	535	96.76%	1048695
Nortonlifelock Inc SIC 7372 · S&P 500	522	91.64%	849399
Tripadvisor Inc SIC 7370 · S&P 500 · dual class	292	101.2%	1526520
Domo Inc SIC 7370 · S&P 500 · dual class	168	96.11%	1505952
Bentley Systems Inc SIC 7370 · S&P 500 · dual class	93	34.10%	1031308
Zedge Inc SIC 7372 · S&P 500 · dual class	43	46.31%	1667313

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Profit weights between the 30 largest companies, 2020 Q4

Investors who drive it, 2020 Q4

The companies, 2020 Q4

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