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 Technology41.9%+7.32 pp Energy2.5%+0.19 pp Consumer Discretionary11.8%-0.20 pp Materials2.0%-0.21 pp Communication Services2.4%-0.32 pp Real Estate2.0%-0.41 pp Utilities2.4%-0.43 pp Industrials9.6%-0.50 pp Health Care9.7%-1.47 pp Consumer Staples5.7%-1.52 pp Financials9.8%-2.46 pp

2 · Industry

Inside Communication Services

Movies & Entertainment1.02%+0.37 pp Wireless Telecommunication Services0.35%-0.27 pp Cable & Satellite0.16%-0.24 pp Integrated Telecommunication Services0.64%-0.23 pp Broadcasting0.12%+0.06 pp Interactive Home Entertainment0.07%-0.02 pp Advertising0.04%+0.00 pp

3 · Sub-industry

Inside Movies & Entertainment

Movies & Entertainment1.02%+0.373 pp

Concentrated

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

View all contributions →

Movies & Entertainment · weight

1.02%

Industry change · 12M

+0.37 pp

Movies & Entertainment · contribution

+0.373 pp

Company participation

50%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

May 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	$362.4bn	0.628%	+0.070 pp	+0.512 pp	-28.7%	Yes
Walt Disney Company (The) → DIS	United States	$176.8bn	0.306%	+0.049 pp	-0.154 pp	-8.9%	No
Paramount Skydance Corporation → PSKY	United States	$11.4bn	0.020%	-0.000 pp	+0.020 pp	-10.9%	No
Live Nation Entertainment → LYV	United States	$39.7bn	0.069%	+0.016 pp	-0.004 pp	+22.8%	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.