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 Technology30.3%+3.46 pp Consumer Discretionary8.0%+1.23 pp Energy2.3%+0.44 pp Real Estate3.2%+0.18 pp Materials3.2%+0.02 pp Financials13.2%-0.02 pp Utilities3.0%-0.08 pp Health Care16.2%-0.17 pp Consumer Staples6.9%-1.22 pp Communication Services3.7%-1.34 pp Industrials10.0%-2.49 pp

2 · Industry

Inside Communication Services

Integrated Telecommunication Services1.12%-0.60 pp Cable & Satellite0.92%-0.24 pp Wireless Telecommunication Services0.46%-0.24 pp Movies & Entertainment1.07%-0.22 pp Interactive Home Entertainment0.06%-0.02 pp Advertising0.05%-0.01 pp Broadcasting0.00%-0.00 pp

3 · Sub-industry

Inside Cable & Satellite

Cable & Satellite0.92%-0.245 pp

Concentrated

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

View all contributions →

Cable & Satellite · weight

0.92%

Industry change · 12M

-0.24 pp

Cable & Satellite · contribution

-0.245 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Nov 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	$175.1bn	0.592%	-0.148 pp	-0.159 pp	-0.9%	No
Comcast → CMCSA	United States	$96.6bn	0.326%	-0.066 pp	-0.086 pp	+1.3%	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.