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 Technology26.8%+8.71 pp Materials3.2%-0.02 pp Consumer Discretionary6.8%-0.23 pp Communication Services5.0%-0.29 pp Health Care16.4%-0.39 pp Real Estate3.1%-0.54 pp Consumer Staples8.2%-0.62 pp Utilities3.0%-0.62 pp Industrials12.5%-1.18 pp Energy1.9%-1.53 pp Financials13.2%-3.30 pp

2 · Industry

Inside Communication Services

Integrated Telecommunication Services1.72%-0.58 pp Wireless Telecommunication Services0.70%+0.36 pp Movies & Entertainment1.29%-0.16 pp Cable & Satellite1.16%+0.09 pp Advertising0.06%-0.03 pp Interactive Home Entertainment0.09%+0.02 pp Broadcasting0.00%-0.00 pp

3 · Sub-industry

Inside Cable & Satellite

Cable & Satellite1.16%+0.091 pp

Concentrated

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

View all contributions →

Cable & Satellite · weight

1.16%

Industry change · 12M

+0.09 pp

Cable & Satellite · contribution

+0.091 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Nov 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	$176.6bn	0.750%	+0.749 pp	+0.109 pp	+38.7%	Yes
Comcast → CMCSA	United States	$97.1bn	0.413%	+0.412 pp	-0.017 pp	+16.3%	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.