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

Materials30.1%+27.83 pp Energy2.0%-0.58 pp Communication Services2.1%-0.59 pp Utilities2.1%-0.66 pp Real Estate1.6%-0.88 pp Industrials7.7%-1.89 pp Consumer Staples4.9%-2.28 pp Consumer Discretionary8.4%-3.45 pp Health Care8.2%-4.24 pp Financials7.7%-4.88 pp Information Technology25.3%-8.39 pp

2 · Industry

Inside Communication Services

Wireless Telecommunication Services0.33%-0.36 pp Integrated Telecommunication Services0.56%-0.29 pp Movies & Entertainment0.89%+0.26 pp Cable & Satellite0.17%-0.20 pp Broadcasting0.10%+0.03 pp Interactive Home Entertainment0.05%-0.03 pp Advertising0.04%-0.00 pp

3 · Sub-industry

Inside Movies & Entertainment

Movies & Entertainment0.89%+0.259 pp

Concentrated

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

View all contributions →

Movies & Entertainment · weight

0.89%

Industry change · 12M

+0.26 pp

Movies & Entertainment · contribution

+0.259 pp

Company participation

50%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Feb 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	$406.3bn	0.558%	+0.468 pp	+0.464 pp	-1.9%	Yes
Walt Disney Company (The) → DIS	United States	$187.9bn	0.258%	-0.109 pp	-0.202 pp	-5.8%	No
Live Nation Entertainment → LYV	United States	$38.1bn	0.052%	-0.008 pp	-0.023 pp	+13.1%	No
Paramount Skydance Corporation → PSKY	United States	$14.5bn	0.020%	-0.014 pp	+0.020 pp	+20.7%	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.