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›Interactive Home Entertainment›Interactive Home Entertainment

1 · Sector

Weight and 12M allocation change

Health Care17.4%+1.93 pp Energy3.5%+1.25 pp Information Technology27.4%+1.16 pp Consumer Staples8.2%+1.08 pp Real Estate3.5%+0.45 pp Utilities3.5%+0.28 pp Materials3.4%+0.03 pp Consumer Discretionary6.9%-0.64 pp Communication Services3.6%-1.08 pp Financials12.4%-2.12 pp Industrials10.2%-2.35 pp

2 · Industry

Inside Communication Services

Movies & Entertainment0.85%-0.52 pp Cable & Satellite0.70%-0.36 pp Integrated Telecommunication Services1.19%-0.29 pp Broadcasting0.16%+0.16 pp Wireless Telecommunication Services0.56%-0.04 pp Interactive Home Entertainment0.05%-0.02 pp Advertising0.06%-0.01 pp

3 · Sub-industry

Inside Interactive Home Entertainment

Interactive Home Entertainment0.05%-0.023 pp

Concentrated

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

View all contributions →

Interactive Home Entertainment · weight

0.05%

Industry change · 12M

-0.02 pp

Interactive Home Entertainment · contribution

-0.023 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Apr 2022 · 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
Take-Two Interactive → TTWO	United States	$13.8bn	0.050%	-0.013 pp	-0.023 pp	-31.9%	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.