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 Technology28.8%+2.60 pp Consumer Discretionary12.5%+1.60 pp Industrials10.0%+0.17 pp Energy3.5%-0.07 pp Materials2.9%-0.09 pp Real Estate2.9%-0.37 pp Health Care15.9%-0.60 pp Communication Services2.8%-0.63 pp Consumer Staples7.1%-0.63 pp Utilities2.9%-0.75 pp Financials10.7%-1.24 pp

2 · Industry

Inside Communication Services

Integrated Telecommunication Services0.81%-0.27 pp Movies & Entertainment0.61%-0.23 pp Wireless Telecommunication Services0.51%-0.14 pp Cable & Satellite0.67%+0.02 pp Broadcasting0.10%-0.01 pp Interactive Home Entertainment0.08%+0.00 pp Advertising0.05%+0.00 pp

3 · Sub-industry

Inside Cable & Satellite

Cable & Satellite0.67%+0.016 pp

Concentrated

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

View all contributions →

Cable & Satellite · weight

0.67%

Industry change · 12M

+0.02 pp

Cable & Satellite · contribution

+0.016 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Aug 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
Comcast → CMCSA	United States	$90.4bn	0.288%	+0.100 pp	+0.038 pp	+33.3%	Yes
Charter Communications → CHTR	United States	$118.7bn	0.378%	+0.160 pp	-0.022 pp	+6.2%	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.