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

Information Technology32.5%+4.21 ppFinancials12.6%+0.68 ppUtilities2.9%+0.21 ppCommunication Services2.8%+0.07 ppConsumer Staples7.3%-0.17 ppReal Estate2.5%-0.21 ppEnergy2.8%-0.42 ppMaterials2.4%-0.51 ppConsumer Discretionary11.4%-0.59 ppIndustrials9.8%-0.82 ppHealth Care12.9%-2.46 pp

2 · Industry

Inside Communication Services

Wireless Telecommunication Services0.72%+0.19 ppMovies & Entertainment0.59%-0.17 ppIntegrated Telecommunication Services0.94%+0.10 ppCable & Satellite0.41%-0.04 ppInteractive Home Entertainment0.09%+0.02 ppAdvertising0.04%-0.01 ppBroadcasting0.06%+0.00 pp

3 · Sub-industry

Inside Integrated Telecommunication Services

Integrated Telecommunication Services0.94%+0.097 pp
Concentrated

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

View all contributions →
Integrated Telecommunication Services · weight
0.94%
Industry change · 12M
+0.10 pp
Integrated Telecommunication Services · contribution
+0.097 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 2025 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
AT&T →
T
United States$203.0bn0.482%+0.111 pp+0.133 pp+70.0%Yes
Verizon →
VZ
United States$191.0bn0.453%+0.072 pp-0.036 pp+15.4%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.