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 Technology36.8%+3.53 ppConsumer Discretionary12.0%+1.16 ppFinancials12.2%+0.79 ppCommunication Services2.5%+0.07 ppIndustrials9.8%+0.05 ppUtilities2.7%-0.09 ppEnergy2.4%-0.29 ppMaterials2.3%-0.34 ppReal Estate2.3%-0.39 ppConsumer Staples6.4%-0.84 ppHealth Care10.6%-3.65 pp

2 · Industry

Inside Communication Services

Cable & Satellite0.29%-0.13 ppMovies & Entertainment0.63%+0.11 ppIntegrated Telecommunication Services0.82%+0.05 ppWireless Telecommunication Services0.59%+0.03 ppInteractive Home Entertainment0.09%+0.02 ppAdvertising0.03%-0.02 ppBroadcasting0.06%+0.01 pp

3 · Sub-industry

Inside Integrated Telecommunication Services

Integrated Telecommunication Services0.82%+0.051 pp
Concentrated

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

View all contributions →
Integrated Telecommunication Services · weight
0.82%
Industry change · 12M
+0.05 pp
Integrated Telecommunication Services · contribution
+0.051 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
AT&T →
T
United States$209.4bn0.434%-0.019 pp+0.089 pp+54.1%No
Verizon →
VZ
United States$186.5bn0.387%-0.033 pp-0.038 pp+13.0%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.