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 Technology37.5%+17.67 ppFinancials12.1%+3.93 ppConsumer Discretionary11.7%+3.50 ppIndustrials10.0%+2.95 ppConsumer Staples6.5%+1.39 ppUtilities2.8%+0.81 ppCommunication Services2.5%+0.68 ppReal Estate2.3%+0.39 ppEnergy2.3%+0.30 ppHealth Care10.3%+0.23 ppMaterials2.1%-31.86 pp

2 · Industry

Inside Communication Services

Integrated Telecommunication Services0.79%+0.24 ppMovies & Entertainment0.63%+0.23 ppWireless Telecommunication Services0.57%+0.18 ppCable & Satellite0.29%-0.04 ppInteractive Home Entertainment0.08%+0.04 ppBroadcasting0.07%+0.03 ppAdvertising0.03%-0.00 pp

3 · Sub-industry

Inside Integrated Telecommunication Services

Integrated Telecommunication Services0.79%+0.240 pp
Concentrated

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

View all contributions →
Integrated Telecommunication Services · weight
0.79%
Industry change · 12M
+0.24 pp
Integrated Telecommunication Services · contribution
+0.240 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
AT&T →
T
United States$196.0bn0.413%-0.065 pp+0.166 pp+49.1%No
Verizon →
VZ
United States$180.3bn0.380%-0.066 pp+0.074 pp+12.6%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.