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

Information Technology19.1%+9.77 pp Financials16.2%+6.99 pp Health Care16.6%+6.66 pp Industrials13.4%+5.77 pp Consumer Staples8.8%+3.81 pp Communication Services5.2%+3.23 pp Utilities3.9%+1.91 pp Materials3.1%+1.72 pp Real Estate3.6%+1.56 pp Energy3.2%+0.74 pp Consumer Discretionary6.9%-42.15 pp

2 · Industry

Inside Communication Services

Movies & Entertainment1.38%+1.33 pp Integrated Telecommunication Services2.24%+0.94 pp Cable & Satellite1.10%+0.57 pp Wireless Telecommunication Services0.33%+0.33 pp Interactive Home Entertainment0.07%+0.03 pp Advertising0.08%+0.02 pp Broadcasting0.00%+0.00 pp

3 · Sub-industry

Inside Cable & Satellite

Cable & Satellite1.10%+0.575 pp

Concentrated

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

View all contributions →

Cable & Satellite · weight

1.10%

Industry change · 12M

+0.57 pp

Cable & Satellite · contribution

+0.575 pp

Company participation

50%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jan 2020 · 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	$140.2bn	0.692%	+0.031 pp	+0.396 pp	+56.3%	Yes
Comcast → CMCSA	United States	$83.5bn	0.412%	-0.040 pp	+0.179 pp	+20.4%	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.