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 Technology19.1%+9.77 ppFinancials16.2%+6.99 ppHealth Care16.6%+6.66 ppIndustrials13.4%+5.77 ppConsumer Staples8.8%+3.81 ppCommunication Services5.2%+3.23 ppUtilities3.9%+1.91 ppMaterials3.1%+1.72 ppReal Estate3.6%+1.56 ppEnergy3.2%+0.74 ppConsumer Discretionary6.9%-42.15 pp

2 · Industry

Inside Communication Services

Movies & Entertainment1.38%+1.33 ppIntegrated Telecommunication Services2.24%+0.94 ppCable & Satellite1.10%+0.57 ppWireless Telecommunication Services0.33%+0.33 ppInteractive Home Entertainment0.07%+0.03 ppAdvertising0.08%+0.02 ppBroadcasting0.00%+0.00 pp

3 · Sub-industry

Inside Integrated Telecommunication Services

Integrated Telecommunication Services2.24%+0.941 pp
Concentrated

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

View all contributions →
Integrated Telecommunication Services · weight
2.24%
Industry change · 12M
+0.94 pp
Integrated Telecommunication Services · contribution
+0.941 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jan 2020 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
AT&T →
T
United States$207.6bn1.024%-0.083 pp+0.479 pp+35.1%No
Verizon →
VZ
United States$245.8bn1.213%-0.091 pp+0.462 pp+12.5%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.