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 Technology27.2%+9.30 pp Health Care16.9%+0.36 pp Materials3.2%-0.04 pp Consumer Discretionary6.8%-0.33 pp Communication Services4.9%-0.41 pp Utilities3.4%-0.47 pp Consumer Staples8.5%-0.55 pp Real Estate3.2%-0.60 pp Industrials11.8%-1.61 pp Energy1.6%-1.86 pp Financials12.5%-3.80 pp

2 · Industry

Inside Communication Services

Integrated Telecommunication Services1.80%-0.61 pp Wireless Telecommunication Services0.64%+0.27 pp Movies & Entertainment1.19%-0.10 pp Cable & Satellite1.16%+0.05 pp Advertising0.05%-0.04 pp Interactive Home Entertainment0.08%+0.01 pp Broadcasting0.00%-0.00 pp

3 · Sub-industry

Inside Cable & Satellite

Cable & Satellite1.16%+0.049 pp

Concentrated

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

View all contributions →

Cable & Satellite · weight

1.16%

Industry change · 12M

+0.05 pp

Cable & Satellite · contribution

+0.049 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Oct 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	$163.6bn	0.775%	+0.774 pp	+0.114 pp	+29.1%	Yes
Comcast → CMCSA	United States	$81.7bn	0.387%	+0.386 pp	-0.065 pp	-3.6%	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.