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 Technology39.9%+2.38 ppEnergy2.7%+0.38 ppHealth Care10.6%+0.37 ppMaterials2.0%-0.11 ppIndustrials9.9%-0.12 ppReal Estate2.1%-0.17 ppCommunication Services2.2%-0.23 ppUtilities2.5%-0.34 ppConsumer Discretionary11.3%-0.38 ppConsumer Staples5.9%-0.60 ppFinancials10.9%-1.19 pp

2 · Industry

Inside Communication Services

Movies & Entertainment0.90%+0.27 ppWireless Telecommunication Services0.32%-0.24 ppIntegrated Telecommunication Services0.62%-0.18 ppCable & Satellite0.15%-0.13 ppBroadcasting0.12%+0.05 ppAdvertising0.04%+0.01 ppInteractive Home Entertainment0.08%-0.00 pp

3 · Sub-industry

Inside Integrated Telecommunication Services

Integrated Telecommunication Services0.62%-0.176 pp
Concentrated

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

View all contributions →
Integrated Telecommunication Services · weight
0.62%
Industry change · 12M
-0.18 pp
Integrated Telecommunication Services · contribution
-0.176 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
AT&T →
T
United States$159.3bn0.278%+0.032 pp-0.135 pp-11.2%Yes
Verizon →
VZ
United States$194.5bn0.339%+0.065 pp-0.041 pp+16.9%Yes

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.