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 Technology37.5%+17.67 pp Financials12.1%+3.93 pp Consumer Discretionary11.7%+3.50 pp Industrials10.0%+2.95 pp Consumer Staples6.5%+1.39 pp Utilities2.8%+0.81 pp Communication Services2.5%+0.68 pp Real Estate2.3%+0.39 pp Energy2.3%+0.30 pp Health Care10.3%+0.23 pp Materials2.1%-31.86 pp

2 · Industry

Inside Communication Services

Integrated Telecommunication Services0.79%+0.24 pp Movies & Entertainment0.63%+0.23 pp Wireless Telecommunication Services0.57%+0.18 pp Cable & Satellite0.29%-0.04 pp Interactive Home Entertainment0.08%+0.04 pp Broadcasting0.07%+0.03 pp Advertising0.03%-0.00 pp

3 · Sub-industry

Inside Cable & Satellite

Cable & Satellite0.29%-0.038 pp

Concentrated

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

View all contributions →

Cable & Satellite · weight

0.29%

Industry change · 12M

-0.04 pp

Cable & Satellite · contribution

-0.038 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jul 2025 · 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	$73.0bn	0.154%	-0.101 pp	-0.030 pp	-29.1%	No
Comcast → CMCSA	United States	$64.3bn	0.135%	-0.023 pp	-0.008 pp	-16.7%	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.