Sector · Communication Services
Communication Services flow & holdings
Aggregated institutional positions, insider trades, and U.S. Congress disclosures across 140 tickers.
Tickers
140
Combined value
$702.45B
Insider net (30d)
−$56.3M
Congress trades (30d)
2
Sector consensus moves
Latest portfolios · 2025Q4
Most bought
Tracked managers added or opened
Most sold
Tracked managers trimmed or exited
Biggest communication services books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | Howard Marks Oaktree Capital | $260.74B |
| 2 | T. Rowe Price | $99.22B |
| 3 | Norges Bank Norway SWF | $97.62B |
| 4 | Wellington Management | $41.25B |
| 5 | Baillie Gifford & Co | $21.82B |
| 6 | Ken Fisher Fisher Asset Mgmt | $20.49B |
| 7 | Dodge & Cox | $20.41B |
| 8 | Philippe Laffont Coatue | $10.46B |
| 9 | AQR Capital Management | $10.43B |
| 10 | Warren Buffett Berkshire Hathaway | $10.27B |
| 11 | Chase Coleman Tiger Global | $10.10B |
| 12 | D.E. Shaw & Co. | $9.56B |
Communication Services valuation
Per-ticker scatter · medians from 4 covered tickers
P/E TTM
3 tickers
30.7×
median multiple
28.7×Communication Services cohort31.2×
P/S TTM
3 tickers
8.8×
median multiple
8.6×Communication Services cohort10.3×
P/B TTM
3 tickers
9.9×
median multiple
8.0×Communication Services cohort13.2×
Gross margin
3 tickers
59.7%
median TTM
49.0%Communication Services cohort82.0%
Operating margin
3 tickers
32.0%
median TTM
29.7%Communication Services cohort41.4%
ROE
2 tickers
32.8%
median TTM
30.6%Communication Services cohort35.0%
ROIC
2 tickers
19.9%
median TTM
18.0%Communication Services cohort21.8%
Industries in Communication Services
All industries →Top tickers by combined institutional value
| Ticker | Company | Industry | Value |
|---|---|---|---|
| TDS | TELEPHONE & DATA SYS INC | Telecom Services | $151.71B |
| GOOGL | ALPHABET INC | Internet Content & Information | $119.33B |
| META | META PLATFORMS INC | Internet Content & Information | $80.90B |
| GOOG | ALPHABET INC | Internet Content & Information | $67.16B |
| AD | UNITED STATES CELLULAR CORP | Telecom Services | $38.93B |
| BZ | KANZHUN LIMITED | Internet Content & Information | $31.71B |
| TEO | TELECOM ARGENTINA SA | Telecom Services | $27.26B |
| NFLX | NETFLIX INC | Entertainment | $26.72B |
| APP | APPLOVIN CORP | Advertising Agencies | $16.45B |
| SPOT | SPOTIFY TECHNOLOGY S A | Internet Content & Information | $15.75B |
| TMUS | T-MOBILE US INC | Telecom Services | $14.18B |
| OPTU | ALTICE USA INC | Telecom Services | $12.44B |