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 Technology36.4%+15.47 ppFinancials12.3%+4.20 ppConsumer Discretionary11.6%+3.35 ppIndustrials9.9%+2.86 ppConsumer Staples6.8%+1.56 ppCommunication Services2.7%+0.86 ppUtilities2.7%+0.78 ppHealth Care10.9%+0.56 ppReal Estate2.3%+0.49 ppEnergy2.3%+0.23 ppMaterials2.2%-30.36 pp

2 · Industry

Inside Communication Services

Integrated Telecommunication Services0.84%+0.26 ppMovies & Entertainment0.68%+0.25 ppWireless Telecommunication Services0.58%+0.20 ppCable & Satellite0.39%+0.09 ppInteractive Home Entertainment0.09%+0.04 ppBroadcasting0.06%+0.03 ppAdvertising0.03%-0.00 pp

3 · Sub-industry

Inside Integrated Telecommunication Services

Integrated Telecommunication Services0.84%+0.260 pp
Concentrated

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

View all contributions →
Integrated Telecommunication Services · weight
0.84%
Industry change · 12M
+0.26 pp
Integrated Telecommunication Services · contribution
+0.260 pp
Company participation
50%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
AT&T →
T
United States$208.2bn0.449%-0.033 pp+0.192 pp+59.3%Yes
Verizon →
VZ
United States$182.4bn0.393%-0.060 pp+0.068 pp+12.0%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.