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›Advertising›Advertising

1 · Sector

Weight and 12M allocation change

Information Technology27.3%+27.25 pp Health Care16.4%+16.43 pp Industrials12.2%+12.14 pp Consumer Discretionary7.3%+7.28 pp Consumer Staples7.1%+7.13 pp Communication Services4.4%+4.36 pp Materials3.3%+3.25 pp Real Estate3.2%+3.19 pp Utilities3.0%+3.01 pp Energy2.1%+2.14 pp Financials13.7%-86.17 pp

2 · Industry

Inside Communication Services

Integrated Telecommunication Services1.31%+1.31 pp Movies & Entertainment1.23%+1.23 pp Cable & Satellite1.08%+1.08 pp Wireless Telecommunication Services0.62%+0.62 pp Interactive Home Entertainment0.07%+0.07 pp Advertising0.05%+0.05 pp Broadcasting0.00%+0.00 pp

3 · Sub-industry

Inside Advertising

Advertising0.05%+0.053 pp

Concentrated

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

View all contributions →

Advertising · weight

0.05%

Industry change · 12M

+0.05 pp

Advertising · contribution

+0.053 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jul 2021 · 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
Omnicom Group → OMC	United States	$15.6bn	0.054%	-0.011 pp	+0.053 pp	+41.1%	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.