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%+5.20 pp Consumer Discretionary11.9%+0.62 pp Industrials10.2%+0.09 pp Communication Services2.9%-0.50 pp Real Estate2.8%-0.52 pp Materials2.7%-0.53 pp Utilities2.7%-0.66 pp Consumer Staples6.7%-0.73 pp Energy3.1%-0.73 pp Financials11.7%-0.96 pp Health Care15.6%-1.28 pp

2 · Industry

Inside Communication Services

Integrated Telecommunication Services0.91%-0.19 pp Movies & Entertainment0.66%-0.14 pp Wireless Telecommunication Services0.55%-0.08 pp Cable & Satellite0.57%-0.05 pp Broadcasting0.07%-0.05 pp Interactive Home Entertainment0.08%+0.02 pp Advertising0.05%-0.01 pp

3 · Sub-industry

Inside Cable & Satellite

Cable & Satellite0.57%-0.051 pp

Concentrated

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

View all contributions →

Cable & Satellite · weight

0.57%

Industry change · 12M

-0.05 pp

Cable & Satellite · contribution

-0.051 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jan 2024 · 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	$100.4bn	0.299%	-0.072 pp	-0.058 pp	-3.5%	No
Comcast → CMCSA	United States	$90.0bn	0.268%	-0.004 pp	+0.007 pp	+21.6%	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.