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

Health Care18.4%+2.69 ppConsumer Staples8.3%+1.19 ppEnergy3.5%+1.09 ppUtilities3.7%+0.74 ppReal Estate3.5%+0.33 ppMaterials3.2%-0.03 ppInformation Technology26.7%-0.23 ppCommunication Services3.9%-0.63 ppConsumer Discretionary6.4%-0.92 ppFinancials12.3%-1.95 ppIndustrials10.1%-2.27 pp

2 · Industry

Inside Communication Services

Movies & Entertainment0.77%-0.51 ppCable & Satellite0.79%-0.29 ppBroadcasting0.13%+0.13 ppIntegrated Telecommunication Services1.41%+0.05 ppWireless Telecommunication Services0.66%+0.02 ppInteractive Home Entertainment0.06%-0.02 ppAdvertising0.05%-0.01 pp

3 · Sub-industry

Inside Integrated Telecommunication Services

Integrated Telecommunication Services1.41%+0.046 pp
Concentrated

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

View all contributions →
Integrated Telecommunication Services · weight
1.41%
Industry change · 12M
+0.05 pp
Integrated Telecommunication Services · contribution
+0.046 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jun 2022 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
AT&T →
T
United States$150.1bn0.584%+0.154 pp+0.036 pp+5.6%Yes
Verizon →
VZ
United States$213.1bn0.829%+0.109 pp+0.010 pp-5.1%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.