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›Movies & Entertainment›Movies & Entertainment

1 · Sector

Weight and 12M allocation change

Information Technology36.6%+3.08 pp Industrials10.0%+0.39 pp Communication Services2.7%+0.26 pp Materials2.4%+0.12 pp Energy2.5%+0.04 pp Utilities2.6%-0.06 pp Real Estate2.1%-0.26 pp Consumer Staples6.3%-0.46 pp Consumer Discretionary12.3%-0.81 pp Financials11.4%-1.15 pp Health Care11.0%-1.15 pp

2 · Industry

Inside Communication Services

Movies & Entertainment1.15%+0.53 pp Wireless Telecommunication Services0.42%-0.17 pp Cable & Satellite0.22%-0.13 pp Broadcasting0.13%+0.07 pp Integrated Telecommunication Services0.71%-0.03 pp Advertising0.03%-0.01 pp Interactive Home Entertainment0.08%+0.01 pp

3 · Sub-industry

Inside Movies & Entertainment

Movies & Entertainment1.15%+0.525 pp

Concentrated

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

View all contributions →

Movies & Entertainment · weight

1.15%

Industry change · 12M

+0.53 pp

Movies & Entertainment · contribution

+0.525 pp

Company participation

50%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jan 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
Netflix → NFLX	United States	$352.5bn	0.674%	+0.582 pp	+0.582 pp	-14.5%	Yes
Walt Disney Company (The) → DIS	United States	$201.4bn	0.385%	-0.011 pp	-0.070 pp	+0.9%	No
Paramount Skydance Corporation → PSKY	United States	$12.0bn	0.023%	+0.023 pp	+0.023 pp	+4.6%	Yes
Live Nation Entertainment → LYV	United States	$34.1bn	0.065%	-0.003 pp	-0.009 pp	+0.5%	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.