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›Communication Services›Cable & Satellite›Cable & Satellite

1 · Sector

Weight and 12M allocation change

Consumer Discretionary49.1%+41.99 pp Materials1.4%-0.75 pp Utilities2.0%-1.14 pp Real Estate2.0%-1.19 pp Communication Services2.0%-1.50 pp Energy2.4%-2.25 pp Consumer Staples5.0%-4.42 pp Information Technology9.4%-6.70 pp Health Care9.9%-6.83 pp Industrials7.6%-7.95 pp Financials9.2%-9.26 pp

2 · Industry

Inside Communication Services

Integrated Telecommunication Services1.30%-0.95 pp Cable & Satellite0.53%-0.52 pp Advertising0.06%-0.04 pp Interactive Home Entertainment0.04%+0.04 pp Movies & Entertainment0.05%-0.02 pp Broadcasting0.00%+0.00 pp Wireless Telecommunication Services0.00%+0.00 pp

3 · Sub-industry

Inside Cable & Satellite

Cable & Satellite0.53%-0.523 pp

Concentrated

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

View all contributions →

Cable & Satellite · weight

0.53%

Industry change · 12M

-0.52 pp

Cable & Satellite · contribution

-0.523 pp

Company participation

50%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jan 2019 · 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
Charter Communications → CHTR	United States	$89.7bn	0.296%	+0.002 pp	-0.287 pp	-12.2%	Yes
Comcast → CMCSA	United States	$70.7bn	0.233%	-0.017 pp	-0.236 pp	-12.1%	No

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.