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 Technology29.7%+2.54 pp Health Care16.7%+0.60 pp Energy2.3%+0.44 pp Real Estate3.4%+0.43 pp Consumer Discretionary7.8%+0.36 pp Utilities3.1%+0.17 pp Materials3.3%+0.15 pp Financials12.9%-0.47 pp Consumer Staples7.2%-0.68 pp Communication Services3.6%-1.42 pp Industrials10.0%-2.13 pp

2 · Industry

Inside Communication Services

Integrated Telecommunication Services1.11%-0.50 pp Movies & Entertainment1.07%-0.42 pp Cable & Satellite0.88%-0.26 pp Wireless Telecommunication Services0.46%-0.21 pp Interactive Home Entertainment0.07%-0.03 pp Advertising0.05%-0.00 pp Broadcasting0.00%-0.00 pp

3 · Sub-industry

Inside Cable & Satellite

Cable & Satellite0.88%-0.258 pp

Concentrated

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

View all contributions →

Cable & Satellite · weight

0.88%

Industry change · 12M

-0.26 pp

Cable & Satellite · contribution

-0.258 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Dec 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	$176.6bn	0.566%	-0.126 pp	-0.160 pp	-1.4%	No
Comcast → CMCSA	United States	$97.3bn	0.312%	-0.068 pp	-0.098 pp	-2.2%	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.