See perhaps Technological Revolutions and Financial Capital by Perez:
* https://en.wikipedia.org/wiki/Technological_Revolutions_and_...
* https://www.e-elgar.com/shop/usd/technological-revolutions-a...
* https://www.pwlcapital.com/investing-technological-revolutio... (via)
A 2021 summary:
> What was especially remarkable about Carlota Perez’s Technological Revolutions and Financial Capital was its timing: 2002 was the middle of the cold winter that followed the Dotcom Bubble, and here was Perez arguing that the IT revolution and the Internet were not in fact dead ideas, but in the middle of a natural transition to a new Golden Age.
* https://stratechery.com/2021/the-death-and-birth-of-technolo...
> Perez’ theory describes the path a technological revolution, like the Industrial Revolution, takes and the social, economic and institutional changes that go along with it. The jury is still out on the theory, and there are plenty of reasons to doubt it. But if it successfully predicts what happens over the next ten years it will have in good part proved its power.
* http://reactionwheel.net/2015/10/the-deployment-age.html
A list of the top ten companies in the S&P 500 going back a few decades:
* https://awealthofcommonsense.com/2017/07/the-biggest-stocks/
* https://www.finhacker.cz/top-20-sp-500-companies-by-market-c...
Sector breakdown:
* https://www.qad.com/blog/2019/10/sp-500-companies-over-time