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

Financials14.2%+1.72 pp Information Technology28.5%+1.35 pp Consumer Discretionary7.8%+0.98 pp Energy2.5%+0.82 pp Materials3.2%+0.05 pp Real Estate3.2%+0.01 pp Health Care16.5%-0.40 pp Utilities3.0%-0.41 pp Communication Services3.9%-1.00 pp Consumer Staples7.0%-1.51 pp Industrials10.2%-1.61 pp

2 · Industry

Inside Communication Services

Integrated Telecommunication Services1.19%-0.62 pp Cable & Satellite0.94%-0.22 pp Wireless Telecommunication Services0.48%-0.16 pp Movies & Entertainment1.20%+0.02 pp Interactive Home Entertainment0.07%-0.01 pp Advertising0.05%+0.00 pp Broadcasting0.00%-0.00 pp

3 · Sub-industry

Inside Cable & Satellite

Cable & Satellite0.94%-0.218 pp

Concentrated

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

View all contributions →

Cable & Satellite · weight

0.94%

Industry change · 12M

-0.22 pp

Cable & Satellite · contribution

-0.218 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Oct 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	$182.8bn	0.611%	-0.080 pp	-0.164 pp	+11.8%	No
Comcast → CMCSA	United States	$99.4bn	0.332%	-0.058 pp	-0.055 pp	+23.9%	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.