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

Consumer Discretionary53.6%+53.57 pp Information Technology13.3%+13.32 pp Health Care7.9%+7.89 pp Financials7.2%+7.19 pp Industrials6.2%+6.17 pp Consumer Staples3.6%+3.57 pp Communication Services2.4%+2.43 pp Materials1.6%+1.59 pp Real Estate1.5%+1.47 pp Energy1.2%+1.18 pp Utilities1.5%-98.38 pp

2 · Industry

Inside Communication Services

Movies & Entertainment0.77%+0.77 pp Integrated Telecommunication Services0.76%+0.76 pp Cable & Satellite0.54%+0.53 pp Wireless Telecommunication Services0.30%+0.30 pp Interactive Home Entertainment0.04%+0.04 pp Advertising0.03%+0.03 pp Broadcasting0.00%+0.00 pp

3 · Sub-industry

Inside Cable & Satellite

Cable & Satellite0.54%+0.535 pp

Concentrated

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

View all contributions →

Cable & Satellite · weight

0.54%

Industry change · 12M

+0.53 pp

Cable & Satellite · contribution

+0.535 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Feb 2021 · 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	$166.2bn	0.332%	-0.418 pp	+0.332 pp	+24.4%	No
Comcast → CMCSA	United States	$101.9bn	0.204%	-0.209 pp	+0.203 pp	+33.3%	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.