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

Materials30.1%+27.83 ppEnergy2.0%-0.58 ppCommunication Services2.1%-0.59 ppUtilities2.1%-0.66 ppReal Estate1.6%-0.88 ppIndustrials7.7%-1.89 ppConsumer Staples4.9%-2.28 ppConsumer Discretionary8.4%-3.45 ppHealth Care8.2%-4.24 ppFinancials7.7%-4.88 ppInformation Technology25.3%-8.39 pp

2 · Industry

Inside Communication Services

Wireless Telecommunication Services0.33%-0.36 ppIntegrated Telecommunication Services0.56%-0.29 ppMovies & Entertainment0.89%+0.26 ppCable & Satellite0.17%-0.20 ppBroadcasting0.10%+0.03 ppInteractive Home Entertainment0.05%-0.03 ppAdvertising0.04%-0.00 pp

3 · Sub-industry

Inside Integrated Telecommunication Services

Integrated Telecommunication Services0.56%-0.286 pp
Concentrated

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

View all contributions →
Integrated Telecommunication Services · weight
0.56%
Industry change · 12M
-0.29 pp
Integrated Telecommunication Services · contribution
-0.286 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Feb 2026 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
AT&T →
T
United States$196.1bn0.269%-0.093 pp-0.171 pp+6.7%No
Verizon →
VZ
United States$211.5bn0.290%-0.050 pp-0.115 pp+24.3%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.