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 Technology33.1%+5.29 ppFinancials12.3%+0.37 ppCommunication Services2.8%+0.09 ppUtilities2.9%+0.07 ppReal Estate2.5%-0.09 ppConsumer Staples7.6%-0.20 ppMaterials2.3%-0.53 ppConsumer Discretionary11.5%-0.54 ppEnergy2.4%-0.88 ppIndustrials9.9%-0.92 ppHealth Care12.6%-2.65 pp

2 · Industry

Inside Communication Services

Movies & Entertainment0.58%-0.13 ppWireless Telecommunication Services0.67%+0.12 ppIntegrated Telecommunication Services0.92%+0.09 ppInteractive Home Entertainment0.10%+0.03 ppAdvertising0.04%-0.02 ppBroadcasting0.05%-0.00 ppCable & Satellite0.41%-0.00 pp

3 · Sub-industry

Inside Integrated Telecommunication Services

Integrated Telecommunication Services0.92%+0.093 pp
Concentrated

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

View all contributions →
Integrated Telecommunication Services · weight
0.92%
Industry change · 12M
+0.09 pp
Integrated Telecommunication Services · contribution
+0.093 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
AT&T →
T
United States$199.3bn0.479%+0.100 pp+0.129 pp+72.6%Yes
Verizon →
VZ
United States$185.8bn0.446%+0.077 pp-0.035 pp+19.1%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.