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

Materials34.0%+1.88 ppFinancials8.2%+0.50 ppConsumer Staples5.1%+0.15 ppIndustrials7.1%+0.09 ppUtilities2.0%-0.12 ppReal Estate1.9%-0.15 ppCommunication Services1.8%-0.15 ppEnergy2.0%-0.39 ppInformation Technology19.8%-0.42 ppConsumer Discretionary8.2%-0.48 ppHealth Care10.0%-0.91 pp

2 · Industry

Inside Communication Services

Cable & Satellite0.33%-0.10 ppMovies & Entertainment0.39%-0.05 ppBroadcasting0.04%-0.03 ppWireless Telecommunication Services0.38%+0.03 ppIntegrated Telecommunication Services0.55%+0.01 ppInteractive Home Entertainment0.05%-0.01 ppAdvertising0.03%-0.00 pp

3 · Sub-industry

Inside Integrated Telecommunication Services

Integrated Telecommunication Services0.55%+0.015 pp
Concentrated

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

View all contributions →
Integrated Telecommunication Services · weight
0.55%
Industry change · 12M
+0.01 pp
Integrated Telecommunication Services · contribution
+0.015 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jul 2024 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
AT&T →
T
United States$138.0bn0.247%-0.103 pp+0.021 pp+41.7%No
Verizon →
VZ
United States$170.6bn0.306%-0.176 pp-0.007 pp+27.5%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.