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

Consumer Discretionary11.4%+4.38 pp Energy3.6%+0.25 pp Consumer Staples7.5%+0.07 pp Utilities3.3%-0.11 pp Materials3.1%-0.19 pp Industrials10.0%-0.23 pp Real Estate3.1%-0.29 pp Communication Services3.2%-0.40 pp Health Care16.5%-0.47 pp Information Technology27.3%-1.33 pp Financials11.1%-1.69 pp

2 · Industry

Inside Communication Services

Movies & Entertainment0.73%-0.25 pp Cable & Satellite0.58%-0.22 pp Broadcasting0.13%+0.13 pp Integrated Telecommunication Services1.03%-0.12 pp Wireless Telecommunication Services0.60%+0.06 pp Interactive Home Entertainment0.07%+0.01 pp Advertising0.07%+0.01 pp

3 · Sub-industry

Inside Cable & Satellite

Cable & Satellite0.58%-0.221 pp

Concentrated

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

View all contributions →

Cable & Satellite · weight

0.58%

Industry change · 12M

-0.22 pp

Cable & Satellite · contribution

-0.221 pp

Company participation

50%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 2023 · 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	$96.9bn	0.331%	-0.001 pp	-0.167 pp	-34.4%	No
Comcast → CMCSA	United States	$73.3bn	0.250%	+0.006 pp	-0.055 pp	-16.7%	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.