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 Technology21.1%+2.55 pp Health Care19.3%+2.41 pp Communication Services5.2%+1.68 pp Materials3.1%+0.58 pp Consumer Staples9.2%+0.20 pp Real Estate3.6%-0.03 pp Utilities3.7%-0.06 pp Consumer Discretionary6.5%-0.72 pp Energy2.5%-1.60 pp Industrials11.5%-2.34 pp Financials14.1%-2.68 pp

2 · Industry

Inside Communication Services

Movies & Entertainment1.25%+1.16 pp Wireless Telecommunication Services0.42%+0.42 pp Cable & Satellite1.16%+0.13 pp Advertising0.07%-0.03 pp Interactive Home Entertainment0.08%+0.02 pp Integrated Telecommunication Services2.25%-0.01 pp Broadcasting0.00%-0.00 pp

3 · Sub-industry

Inside Cable & Satellite

Cable & Satellite1.16%+0.129 pp

Concentrated

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

View all contributions →

Cable & Satellite · weight

1.16%

Industry change · 12M

+0.13 pp

Cable & Satellite · contribution

+0.129 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Apr 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	$134.2bn	0.751%	+0.059 pp	+0.191 pp	+33.4%	Yes
Comcast → CMCSA	United States	$72.8bn	0.407%	-0.005 pp	-0.062 pp	-11.7%	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.