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

Health Care17.6%+1.90 pp Energy4.0%+1.62 pp Information Technology26.9%+1.35 pp Utilities3.6%+0.53 pp Consumer Staples7.7%+0.52 pp Real Estate3.4%+0.27 pp Materials3.5%-0.04 pp Consumer Discretionary6.7%-0.71 pp Communication Services3.8%-0.73 pp Financials12.8%-1.90 pp Industrials10.0%-2.80 pp

2 · Industry

Inside Communication Services

Movies & Entertainment0.83%-0.48 pp Cable & Satellite0.80%-0.27 pp Broadcasting0.16%+0.16 pp Integrated Telecommunication Services1.32%-0.08 pp Wireless Telecommunication Services0.60%-0.03 pp Interactive Home Entertainment0.05%-0.02 pp Advertising0.06%-0.01 pp

3 · Sub-industry

Inside Cable & Satellite

Cable & Satellite0.80%-0.268 pp

Concentrated

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

View all contributions →

Cable & Satellite · weight

0.80%

Industry change · 12M

-0.27 pp

Cable & Satellite · contribution

-0.268 pp

Company participation

50%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

May 2022 · 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	$137.3bn	0.495%	-0.071 pp	-0.179 pp	-27.0%	No
Comcast → CMCSA	United States	$85.6bn	0.308%	-0.005 pp	-0.089 pp	-21.3%	Yes

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.