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 Technology41.9%+7.32 pp Energy2.5%+0.19 pp Consumer Discretionary11.8%-0.20 pp Materials2.0%-0.21 pp Communication Services2.4%-0.32 pp Real Estate2.0%-0.41 pp Utilities2.4%-0.43 pp Industrials9.6%-0.50 pp Health Care9.7%-1.47 pp Consumer Staples5.7%-1.52 pp Financials9.8%-2.46 pp

2 · Industry

Inside Communication Services

Movies & Entertainment1.02%+0.37 pp Wireless Telecommunication Services0.35%-0.27 pp Cable & Satellite0.16%-0.24 pp Integrated Telecommunication Services0.64%-0.23 pp Broadcasting0.12%+0.06 pp Interactive Home Entertainment0.07%-0.02 pp Advertising0.04%+0.00 pp

3 · Sub-industry

Inside Cable & Satellite

Cable & Satellite0.16%-0.238 pp

Concentrated

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

View all contributions →

Cable & Satellite · weight

0.16%

Industry change · 12M

-0.24 pp

Cable & Satellite · contribution

-0.238 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

May 2026 · 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	$39.0bn	0.068%	-0.020 pp	-0.176 pp	-63.6%	No
Comcast → CMCSA	United States	$51.3bn	0.089%	+0.001 pp	-0.063 pp	-19.9%	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.