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›Integrated Telecommunication Services›Integrated Telecommunication Services

1 · Sector

Weight and 12M allocation change

Information Technology18.5%+1.48 ppMaterials2.6%+0.47 ppConsumer Staples9.0%+0.44 ppUtilities3.8%+0.36 ppReal Estate3.7%+0.31 ppCommunication Services3.5%+0.30 ppConsumer Discretionary7.3%+0.14 ppHealth Care16.9%+0.03 ppEnergy4.1%-0.93 ppIndustrials13.9%-1.13 ppFinancials16.8%-1.46 pp

2 · Industry

Inside Communication Services

Cable & Satellite1.03%+0.20 ppIntegrated Telecommunication Services2.27%+0.10 ppInteractive Home Entertainment0.06%-0.01 ppMovies & Entertainment0.09%+0.01 ppAdvertising0.10%-0.00 ppBroadcasting0.00%+0.00 ppWireless Telecommunication Services0.00%+0.00 pp

3 · Sub-industry

Inside Integrated Telecommunication Services

Integrated Telecommunication Services2.27%+0.098 pp
Concentrated

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

View all contributions →
Integrated Telecommunication Services · weight
2.27%
Industry change · 12M
+0.10 pp
Integrated Telecommunication Services · contribution
+0.098 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Apr 2019 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Verizon →
VZ
United States$236.5bn1.318%+0.567 pp+0.081 pp+21.0%Yes
AT&T →
T
United States$170.3bn0.949%+0.404 pp+0.017 pp+2.9%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.