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 Technology27.9%+27.90 ppHealth Care16.3%+16.24 ppIndustrials12.0%+11.94 ppConsumer Discretionary7.1%+7.11 ppConsumer Staples7.0%+6.96 ppCommunication Services4.3%+4.32 ppMaterials3.3%+3.25 ppReal Estate3.2%+3.20 ppUtilities3.1%+3.05 ppEnergy2.0%+2.04 ppFinancials13.9%-86.02 pp

2 · Industry

Inside Communication Services

Integrated Telecommunication Services1.26%+1.25 ppMovies & Entertainment1.25%+1.25 ppCable & Satellite1.13%+1.13 ppWireless Telecommunication Services0.57%+0.57 ppInteractive Home Entertainment0.06%+0.06 ppAdvertising0.05%+0.05 ppBroadcasting0.00%+0.00 pp

3 · Sub-industry

Inside Integrated Telecommunication Services

Integrated Telecommunication Services1.26%+1.254 pp
Concentrated

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

View all contributions →
Integrated Telecommunication Services · weight
1.26%
Industry change · 12M
+1.25 pp
Integrated Telecommunication Services · contribution
+1.254 pp
Company participation
50%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Aug 2021 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Verizon →
VZ
United States$227.7bn0.761%-0.076 pp+0.760 pp-3.1%Yes
AT&T →
T
United States$147.9bn0.494%-0.074 pp+0.494 pp+1.1%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.